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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.
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:
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.
Thanks, that did the trick!!!
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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