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Q
Queue Bee No
November 12, 2024
Question

PO Report by Customer?

  • November 12, 2024
  • 1 reply
  • 0 views

My Account Managers are requesting this. They need a report that shows all purchase orders by customer. It appears this is because there is not actually a customer associated directly with the PO, but with each line item. Does anyone know how to do this? 

1 reply

J
Jayson_E
November 12, 2024

Hi there, Scobee. At the moment, the customer's purchase order (PO) report is unavailable in QuickBooks Online (QBO). Let me discuss this in more detail. 

 

Purchase orders are designed as vendor-centric documents. While customer-specific PO reports currently unavailable. Nevertheless, you can still generate a Transaction List with Splits report as a workaround. Here's how:

 

  1. Go to the Reports menu and search for Transaction List with Splits report.
  2. Modify the date range from the Report period.
  3. Click the Customize button, then select Name in the Group by dropdown.
  4. In the Rows/Columns dropdown, ensure that you tick the boxes for Customer, Transaction Type, and Customer.

  5. Expand the Filter option, put a checkmark on Transaction type, then choose Purchase Order.
  6. Finally, press Run report.

After generating the report, you can export it from QBO for further personalization.

 

Additionally, I'm dropping this article to allow you to save your current customization report settings: Memorize reports in QBO.

 

Should you have any additional questions about PO reports, don't hesitate to leave a reply below. Have a great day!

Q
Queue Bee NoAuthor
November 12, 2024

Can you elaborate on using "the Estimate feature as a workaround". Assume I have zero business knowledge (I don't, I'm IT). We already create estimates. I don't understand how they can be used to "track purchase orders". The link you posted doesn't even mention POs. 

S
SashaMC
November 12, 2024

Hello Scobee! Thanks for reaching back out. As my colleague mentioned, purchase orders are vendor-centric and therefore is unavailable. However, are you trying to send the customer an estimate and process it once the customer approves your estimate? Thus wanting to see what they need? If so you can use the Estimate by Customer report to track these transactions. If you are more looking for the sales side of things, you can run the Sales by Customer Summary or Detail report.

 

I will be looking forward to your response. Please let me know if you need further assistance. We are here to help.

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