Can you customize the quotes "report" to show not only the customer who you have quoted but to also show the products/services/items on the quote. Detailed report?

Hi there, @MPQ.

Currently, this option is unavailable in QuickBooks Online. Although, you can check out with the integrated third-party application that may have this setup. Or you can export your report to an Excel file and modify the details you want to add. I can show you how you can export your report:

1. Navigate to the Reports menu.
2. Enter the kind of report you want to export that has the name of the customer and the amount.
3. Select the export icon and choose Export to Excel. Here's how it looks like:
   
   

Once done, you can now add the product or service items on each transaction.

Also, here's a link where you can search for the integrated third-party applications with QuickBooks Online: https://quickbooks.intuit.com/app/apps/search?searchTerm=report. Just click the Flag drop-down arrow, then select AU (refer to my screenshot below).

Once you're able to choose the right app that suits your needs, here's how you can link it to our program: 

1. Click Apps.
2. Enter the name in the Search for an app field.
3. Select Get app now.

I've added this article for your future task when your ready to assess your business financials: Reconcile an account in QuickBooks Online. This also includes tips on how to avoid getting any issues during this process.

You can always tag my name in the comment section below if you need further assistance or any questions. It will be my pleasure to help you. Take care and have a beautiful day.

Hi @MarsStephanieL 

Thanks for your reply.

which report is there to export to excel that shows the quote + partial invoiced amount + the balance left of the quote still to invoice?

can not seem to find one.

thanks for your help 

Hi @MarsStephanieL 

Or more specific a report to show the current quote with the remaining balance of items left to invoice.

Hope that makes sense.

Cheers

Glad to see you again, @sales209.

You can pull up the Transaction List by Customer Report. This contains the exact amount of the linked quotes, invoices, and payments. Then, you can manually deduct the quotation and the linked invoice in an Excel file by adding a column or row to see the remaining balance. Here's how it looks like.

Here's a sample modification using Excel:

You may also read these articles for your future reference about handling your customers' transactions in QuickBooks Online: Manage customers and income for QBO.

Please don't hesitate to let me know if you need anything else. I'd be happy to lend a helping hand. Have a wonderful day ahead!