Skip to main content
February 7, 2023
Question

HOW DO YOU CREATE A REPORT THAT SHOWS QUOTE DETAIL

  • February 7, 2023
  • 1 reply
  • 0 views
SIMILAR TO THE SALES DETAIL REPORT

1 reply

JoesemM
February 7, 2023

Welcome to the Community space, @-mptools.

 

I'd be glad to help you create a report that shows quote detail in QuickBooks Online.

 

You can pull up the Quotes by Customer report and customize it. This displays a list of all the quotes you created in QuickBooks. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Double-click on the Quotes by Customer report.
  4. Click the Customise button.
  5. Set the report's Date Range.
  6. From the Rows/Columns section, click the Change columns link.
  7. Click the Run Report button. 

 

For more details, see this article: Run reports in QuickBooks Online.

 

Also, I'll be sharing these references that will guide you in sending quotes transactions and personalise your reports in QuickBooks:

 

 

Feel free to leave a comment below if you have any other questions. Have a wonderful day!