Printing a report for your non-posting porforma invoices is easy peasy, @ME-.
You can either run the Transaction List by Customer report and filter to estimates or go directly to the Customers menu and print the estimates by each customer. Here's how:
- Go to the Reports menu and select Customers & Receivables, then choose Transaction List by Customer.
- Set the date range of the report.
- Click the Customize Report.
- Go to the Filter tab, then search for the transactions type and choose estimate from the drop-down.
- Select OK.
- Then, click the Print drop-down and select Report.
Also, you can go to the Customers Center and print a report for proforma invoices from there.
- Go to the Customers menu, then select Customer Center.
- Select the customer from the left panel.
- In the Transactions tab, choose Estimates from the drop-down.
- Click Run Reports and select View as a report.
- Then, print the report.
I'm adding this article to learn more about customising reports: Customise customer, job, and sales reports in QuickBooks Desktop.
Please know that I'm just a reply away if you need any further assistance running your proforma invoices report. Have a good day.