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July 27, 2024
Question

Can I see the total given qantity and product id which I give to the client Estimate.. to know what is the back order quantity

  • July 27, 2024
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1 reply

July 27, 2024

Yes. You can view the total quantity and product ID you've added to your client's estimates.

 

To confirm, are you trying to see the Quantity per Product and Service and the Product ID per item in your Estimates? If so, we can run a Sales by Product/Service Detail Report.

 

Allow me to guide you through the process:

  1. On the left panel, click Reports.
  2. In the search tab, enter Sales by Product/Services Detail.
  3. Click Filter, on the Filter by drop-down, look for Transaction type.
  4. On the Options, choose Equals.
  5. Select Estimates on the Value drop-down.
  6. Once done, click Columns.
  7. Ensure to tick the Qty (Quantity) and SKU (stock-keeping unit).

 

After this, you should have the quantity and product ID per item in your estimates.

 

For further information about managing your report, please refer to this article: Customise reports in QuickBooks Online using a modern view.

 

Moreover, please know that the feature to track backorders is currently unavailable in QuickBooks Online. With this, I suggest checking our QuickBooks Apps or any third-party app that can help you track backorders.

 

Additionally, you can check out this article to learn how to convert your estimates into invoices: Create and send estimates in QuickBooks Online.

 

Let me know if you have further concerns about your inventory or need assistance with QuickBooks. Keep safe.