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Sajeel
June 28, 2020
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Custom Report - Estimates with Individual Line Items/Milestones/Services

  • June 28, 2020
  • 2 replies
  • 0 views

Hi All,

Was wondering if you could help set up a Custom Report.

I would like to generate a report template, where I can pull out the estimates (Filtered by Pending, Accepted, Rejected etc) but also has the details of the Line Items of those Estimates:

 

E.g.  Service Date, Description, Rate etc. 

 

So essentially I need to be able to generate a report in excel (which is emailed every week) where I can see an estimate, the status of the estimate, and the individual line items such as service date, description, rate etc.

 

Any help will be much appreciated.

 

Thanks

 

    Best answer by Angelyn_T

    Thank you for getting back to us here on the Community page, @Sajeel.

     

    Though we can run reports that list the estimates created in QuickBooks Online, we aren't able to customize the report to display the individual items used on each transaction.

     

    I understand the importance of this feature for you and your business. Rest assured our engineers are continuing to develop QuickBooks for our customers' needs. Just visit our blog to stay current with the latest QuickBooks news and updates.

     

    As always, feel free to skim through our help articles in case you need additional references while working with QuickBooks in the future. Here's the link: Help articles in QBO.

     

    Let me know if you have any other questions by adding a comment below. I'll get back to you as quickly as possible. Have a great day!

    2 replies

    J
    JonpriL
    June 28, 2020

    Hello @Sajeel,

     

    You can pull up your Estimate by Customer report to see the list of our estimates and its status. But you'll have to open each line items to check the product or service used and its details.

     

    Lastly, here's a few articles you can read for ideas in managing your reports and transactions: Reports and Accounting for QuickBooks Online.

     

    If there's anything else that I can help you with, please let me know in the comments below. I'll be happy to lend a hand.

    S
    SajeelAuthor
    July 1, 2020

    Thanks for you response.

     

    So I went to Reports - Standard Reports - Sales & Customers - Estimate by Customer

     

    I get a list of the Estimates (With other details if I customise or add details).

     

    With Quick Books Online, I can click on the Estimates and get further details of the line items. However I cant get a direct list of the Line Items for each estimate. This is also true with the Export (Using Excel).

     

    Is there a way of getting a report to list out the individual service line items?

    Angelyn_T
    Angelyn_TAnswer
    July 1, 2020

    Thank you for getting back to us here on the Community page, @Sajeel.

     

    Though we can run reports that list the estimates created in QuickBooks Online, we aren't able to customize the report to display the individual items used on each transaction.

     

    I understand the importance of this feature for you and your business. Rest assured our engineers are continuing to develop QuickBooks for our customers' needs. Just visit our blog to stay current with the latest QuickBooks news and updates.

     

    As always, feel free to skim through our help articles in case you need additional references while working with QuickBooks in the future. Here's the link: Help articles in QBO.

     

    Let me know if you have any other questions by adding a comment below. I'll get back to you as quickly as possible. Have a great day!

    C
    cool1025
    February 17, 2021

    i need to have custom invoices & estimates

      S
      SarahannC
      February 17, 2021

      Hello there, cool1025. 

       

      You can have custom invoices and estimates by running the Transaction Detail by Account report. Then, customize the report by following these steps:

       

      1. Open the Transaction Detail by Account. Go to Reports > enter the name of the report in the search box.
      2. Click the Customize button.
      3. Select the Group by drop-down arrow. Then, select Customer.
      4. Add the Customer column as well as the Product and Service.
      5. In the Filter section, click the Transaction Type drop-down arrow. Then, select Invoice and Estimate.
      6. Then, hit Run report.

       

      You'll see the invoice number will show up multiple times depending on how many line items are added to it, as well as the estimate. To make a custom report, utilize the Save customization button. Check here to view the complete steps and information on how you can do it.

       

      Here's an article that you can check anytime to learn more about QuickBooks Online reports: Learn how to get the most out of your financial reports. 

       

      Post again if you have other questions about QuickBooks. I'm right here whenever you need help. Take care always.

      R
      rlambert0412
      April 7, 2021

      This report will not run for estimates.

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