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xrbbaker
November 30, 2021
Question

Transaction List by Customer Report - multiple PO's?

  • November 30, 2021
  • 1 reply
  • 0 views

Hello,

 

The Transaction List by Customer Report would be very useful to me if I could customize it to include a list of POs.  It works great when I filter by a particular PO, but I want to see a report with only a certain list of about 10 POs.  Is there a way to do that?  I tried simply entering two PO numbers separated by a comma but no such luck.  -Thank you

1 reply

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Trish_T
November 30, 2021

Hi xrbbaker,

 

I'm glad to see you reaching out to Community.  Welcome!  Using purchase orders is a great way to to let your suppliers know what items you're looking to purchase.  QuickBooks Online has the report you need to see a list of purchase orders you've created that can be customized.   I'd be happy to assist!

 

Here's how to see a list of purchase orders:

 

1. From the left menu, select Reports

2. Enter Purchases By Supplier Detail report 

3. Select the Date Range

4. From the drop-down arrow in the Group by field, choose Supplier

5. Click on the Customize button to the right

6. Open the Filter and Select the Transaction Type (Purchase Order) 

7. Use the drop-down arrow to select the Supplier and any other items you'd like on the report

8. Hit Run Report

Note:  You can also click on the small Gear in the top right of the report to Show More options.  This is where you can include the Customer and other fields.

9. Select Save Custom Report (optional) and fill the necessary fields to Share or Add to a Group of reports.

 

Here's a couple of articles for your reference:

Run reports in QuickBooks Online

Customize reports in QuickBooks Online

 

If you have any other questions, please reach back out.  We'd be glad to help!

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xrbbakerAuthor
November 30, 2021

Thank you but my question is, is there a way to create a list of POs within the filter?  I don't want to have to enter in a PO, run the report.  Enter in a different PO and run the report... times a dozen different POs.  I'd like to create a list of POs such that the report runs for just the POs in that list.  Does that make sense?  -Thank you

T
Trish_T
November 30, 2021

Hi xrbbaker,

 

I'm glad to see you reaching back out for clarification on creating a list of purchase orders.  When using the reports in QuickBooks Online, customization is an incredible feature that offers everything you need to see what you want on one report.  I'd be happy to provide the options available for you!

 

In addition to the information in my previous post, when you type 'Purchase" into the search field, it brings up a list of all available reports for anything related to purchases.  Whether by class, location, product/service, supplier and open invoices.  When you Customize and open the filter you'll set your Transaction Type to Purchase Order.  You'll then go down the list and use the drop-down arrow to select Not Specified and then hit Run Report.  You may prefer to review the Open Purchase Order List report.  Open the report and set your Date Range and Group by fields and then hit Run Report.

 

Please don't hesitate to reach back out if you have any other questions or need additional assistance.  We're here for you!

 

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