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Gary126
Returning Member

Purchase Order Report

Is there a way of customising the 'Open Purchase Order List' report to also show Closed purchase orders as well? This report has all the right fields but I can't see how to customise it to show all the purchases previously raised within a set timeframe. Your help would be appreciated.

3 REPLIES 3
Rasa-LilaM
QuickBooks Team

Purchase Order Report

Thank you for visiting the Community today, Gary126.

 

The Open Purchase Order List provides a view of your open purchase orders, categorised by suppliers. At this time, the option to add the closed purchase orders (status) is unavailable.

 

Alternatively, you can run the Transaction List by Supplier report and customised it to show the closed and open statuses for the purchase orders.

 

Here's how:

 

  1. Navigate to the Report menu on the left panel and enter Transaction List by Supplier in the Search field.
  2. Select the Switch to classic view option.
  3. On the report's screen, set the correct date range from the Report period drop-down.
  4. Click the Customise button to open the Customise report window.
  5. In the Rows/Columns section, click the Change columns link and tick the boxes for the items you wish to include in the report like PO Status.
  6. In the Filter section, tick the Transaction Type box and select Purchase Order.
  7. Mark the Supplier box and select the names you wish to add to the report.
  8. Press the Run report button for the changes to take effect.

 

Check out the links below for tips on customizing the info and appearance of your reports in both modern and classic views:
 

Additionally, check out the Intuit Help Hub where you can find our online resources, video tutorials, and helpful troubleshooting guides.

 

Feel free to visit the Community again if you need guidance navigating the product or questions related to reports and other accounting tasks. We're always ready to lend a helping hand.

Gary126
Returning Member

Purchase Order Report

Thanks, that did the trick!!!

CamelleT
QuickBooks Team

Purchase Order Report

Thank you for returning to this thread and providing an update, Gary.
 

We are pleased to hear that the steps provided by my colleague Rasa-LilaM have assisted you in viewing the open and closed status of purchase orders. Your feedback is invaluable, as it drives our commitment to deliver the best resolution to our customers.

Additionally, I'll share this article to help you personalize the layout of your reports: Customise reports in QuickBooks Online.
 

Don't hesitate to revisit the Community forum if you have other concerns or questions about customizing reports in QuickBooks Online (QBO). I'd be delighted to provide the assistance you need. 

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