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jrobertson01
Level 2

How can I get The sales by product/service detail report with open estimates only?

In Quick Books online How can I get The sales by product/service detail report with open estimates only? I get all estimates filtering on non-posting transactions and no transactions when filter on estimate transactions. Thanks
3 Comments 3
ReyJohn_D
Moderator

How can I get The sales by product/service detail report with open estimates only?

Yes, you're right, @jrobertson01.

 

The Sales by Product/Service Detail report shows your sales, grouped by product or service, etc. Thus, you're unable to filter the said report to see all open or pending estimates since they aren't considered as a sale. 

 

I've got an alternative way to ensure your success. You can pull up the Estimates by Customer report instead and then customize it to get the info you need. 

 

Here's how:

 

  1. Go to the Reports menu at the left pane.
  2. Look for and choose Estimates by Customer in the search bar.
  3. Click the Customize button at the top.
  4. Select the desired Report period.
  5. Navigate through the Row/Columns section, and then choose Transaction Type under the Group by drop-down.
  6. Go to the Filter section, and then select Pending under the Estimate Status drop-down.
  7. Click Run report when you're ready.

If you wish to save a copy of this report for future use, you can memorize it. This way, you can access it anytime in the Custom reports tab.

 

Also, I'd recommend visiting our QuickBooks Blog page to stay updated with the latest news and product enhancements.

 

You can count on me if you have some follow-up questions about this. I'll always around ready to help. Have a good one.

jrobertson01
Level 2

How can I get The sales by product/service detail report with open estimates only?

That shows only the estimate upper level info. The detail to me is line item detail. I see that I can drill down on each estimate individually to see detail but I need to see all open estimate line item detail in one report. The sales by product/service detail report is exactly what I need but with open status estimates only (or be able to select status. Look at the sales by product/service detail report and compare to the estimate by customer and youll see the difference. 

MichelleBh
Moderator

How can I get The sales by product/service detail report with open estimates only?

Hi there, @jrobertson01

 

I see that this is a duplicate post. And my colleague already provided an answer to your queries, So, I'd suggest visiting this link: https://quickbooks.intuit.com/learn-support/en-us/account-management/re-is-there-in-quick-books-onli...

 

I've also added great pages that contain different topics that can help manage your account, like handling income, expenses, reports, and other similar subjects. 

 

 

Let me know if you have other concerns. I'm always here on your back, ready to help. Keep safe!

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