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I'm looking for a report showing estimates by product/service detail

 
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Best answer 07-23-2019

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QuickBooks Team

Re: I'm looking for a report showing estimates by product/service detail

Thanks for getting back to me with those details, cynthia5.

 

My apologies, you do have the correct report (Sales by Product/Service Detail). As my colleague advised, "There's a reason why pencils have erasers." When customizing, instead of filtering for Estimates, choose Non-Posting at the top of the Transaction Type list.

 

This will also pull other non-posting transactions such as time charges or billable expense charges. From here, you can select to Group By Transaction Type. With this setting, estimates will all be listed together in the report.

 

Please let me know how things look after giving this a try.

4 Comments
QuickBooks Team

Re: I'm looking for a report showing estimates by product/service detail

Good morning, cynthia5.

 

Thank you for reaching out here in the Community for support. I'd be glad to help you find the estimate report you need.

 

There are many ways to customize different reports in QuickBooks Online. While there isn't a specific Estimates by Product/Service Detail Report, one option to consider is the Product/Service Detail Report, then filtered by the transaction type. I can show you how to pull this information:

 

1. Click the Reports tab in the left navigation bar.

2. Enter Product/Service Detail Report in the search bar.

3. Set the date range, how to group data (if desired), and accounting method.

4. Choose the Customize button in the top right corner.

5. Select Filter.

6. Check the box for Transaction Type, and choose Estimate.

7. Click Run report.

 

I recommend this resource that outlines how to customize reports in your account: https://quickbooks.intuit.com/learn-support/en-us/customize-reports/how-to-customize-reports/01/1860....

 

With this info, you'll be able to view a report that contains product and service estimates. Please feel free to contact me if you have any other questions.

Active Member

Re: I'm looking for a report showing estimates by product/service detail

I'm having trouble with the step 2 you mention: "2. Enter Product/Service Detail Report in the search bar" When I enter "Product/Service Detail Report" in the search bar, the result is "Sales by Product/Service Detail" and it does not produce any data when I run a report for Estimates. Am I missing something?
QuickBooks Team

Re: I'm looking for a report showing estimates by product/service detail

Thanks for getting back to me with those details, cynthia5.

 

My apologies, you do have the correct report (Sales by Product/Service Detail). As my colleague advised, "There's a reason why pencils have erasers." When customizing, instead of filtering for Estimates, choose Non-Posting at the top of the Transaction Type list.

 

This will also pull other non-posting transactions such as time charges or billable expense charges. From here, you can select to Group By Transaction Type. With this setting, estimates will all be listed together in the report.

 

Please let me know how things look after giving this a try.

Active Member

Re: I'm looking for a report showing estimates by product/service detail

Thank you, it took me a bit, but this helped me figure it out.