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June 5, 2023
Question

Is it possible to develop completely bespoke reports - I want to see estimates at a item line level ? In sales we would call this an open order report

  • June 5, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

MJoy_D
June 5, 2023

I can share some information about the report that you're trying to generate, rachelle.

 

The option to bespoke or customise an estimate report down to the item level is currently unavailable. That would be a great addition to our current features, I'll be sure to take note of it. 

 

Here's how to share your feedback from the account: 

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion.
  3. Click on Next to submit feedback.

 

For additional details on how to provide feedback to enhance the program, see this article: How do I submit feedback?

 

In the meantime, I suggest running the Sales by Customer Detail report. Then, customize it to filter by Transaction Type and select Non-Posting. It'll show you estimates for products and services or items. 

 

Here's how:

 

  1. Go to the Reports menu and choose Sales by Customer Detail
  2. Click the Customise button. 
  3. Go to the Filter dropdown and tick the checkbox for Transaction Type and select Non-Posting.
  4. Set all the needed information.
  5. Click on Run Report

 

For more information about running and adding all the information needed to the report, check out this article: Customise reports in QuickBooks Online

 

Here's detailed guidance on how to convert an estimate to an invoice: Create and send estimates in QuickBooks Online

 

Let me know if you need more help or have questions about generating a report. I'm always glad to help in any way I can. Have a great rest of the day!