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November 25, 2021
Question

How can i export report with each order?For example , i create purchase order ,shipping fee ,test fee and invoice for this order How can I export the profit for this ?

  • November 25, 2021
  • 1 reply
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i need the report including each order details: each order need information:invoice amount ,invoice NO cost ,shipping fee invoice date ,purchasing date ,shipping fee ,test fee ,PO number please contact my email:xx@xxxxxxxxx.xxx

1 reply

November 25, 2021

It's nice to see you here, 1231 4613 1578 079. 

 

I'll be happy to guide you in exporting the data you need in QuickBooks Online.

 

Just to clarify, are you referring to an estimate instead of a purchase order?

 

I recommend exporting the Invoice List by Date report.  However, there isn't a column for the shipping cost.

 

As a workaround, you can add a column for the Taxable amount and Tax amount before exporting the report. Then, create a formula from excel to get the total of the Shipping cost.  [Amount- ( Taxable amount + Tax amount).

 

If you're referring to an estimate, we can pull up Estimates by Customer report. Let's make sure to select All from the Estimate status dropdown. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Select the Sales by Rep Detail report.
  3. Click the Customize Report button.
  4. Under Filter, click the Estimate status drop-down, choose All. 
  5. Click Run report.

Once done, you're now ready to export the report. 

 

 

To learn more details in personalizing reports in QuickBooks Desktop, I suggest checking out this article:  Customise And Modify Columns On Reports.

 

You can memorise Reports In QuickBooks Online so you won't go over to the same customization process again. Then, you can find the saved report under Memorized Reports

 

I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.