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ME-
Level 1

Proforma Invoices

Hi

 

Can I print out a report of a my non posting performa invoices on the system.

I have done this before but cant find it today.

 

Thanking you

1 REPLY 1
Mark_R
QuickBooks Team

Proforma Invoices

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:

 

  1. Go to the Reports menu and select Customers & Receivables, then choose Transaction List by Customer.
  2. Set the date range of the report.
  3. Click the Customize Report.
  4. Go to the Filter tab, then search for the transactions type and choose estimate from the drop-down.
  5. Select OK.1.PNG
  6. Then, click the Print drop-down and select Report.2.PNG

 

Also, you can go to the Customers Center and print a report for proforma invoices from there.

 

  1. Go to the Customers menu, then select Customer Center.
  2. Select the customer from the left panel.
  3. In the Transactions tab, choose Estimates from the drop-down.
  4. Click Run Reports and select View as a report.3.PNG
  5. 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.

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