The "Sales by Product/Service Detail Report" works fine when using non-posting. It shows all transactions as expected. But if I filter "estimate" then nothing shows.

Right, because an Estimate is not a Sale. If you would like to create an Estimate report, there are two of them under Sales and Customers, 1) Estimates & Progress Invoicing Summary by Client and 2) Estimates by Client

Neither of these estimate report options give you estimates with their individual line items.

I have seen this asked many times but there isn't seem to be an answer to a simple question. How do you show a report with open estimates and their individual line items?

Hi there @gusi,

There isn’t a report that displays both the open estimates and their individual items.

You would need to run either of the two reports and click on the amount. This will route you to the Estimate page and from there, you can see the items you added to the transaction.

Don’t hesitate to let me know if there’s anything else you need, and I’ll be glad to help.

@gusi 

Where there is a will there is a way.

You CAN create a custom detailed Estimate report with the information you require. Use the Transaction List with Splits report under "For my accountant".

Customize this report for "All Dates" and filter the "Transaction Type" to "Estimate". Also go to the "Gear Icon" for this specific report and select the additional columns of data you would like to include such as "Product/Service". See example report attached.

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@Regina_Lend_A_Hand_Accounting wrote:

@gusi 

 

 

You CAN create a custom detailed Estimate report with the information you require. Use the Transaction List with Splits report under "For my accountant".

 

 

 

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Also, you can filter the "Sales by Product/Service Detail Report" report for "Non-Posting" type transactions.  The problem is that will include other Non-Posting transactions, but if you don't use Delayed Charges etc. it will work. You get a sub-total with this report, not with Transaction List with Splits

Nice! Thank you, Malcolm :)

Thanks but using the "Transaction List with Splits" includes closed estimates so I end up with hundreds of transactions that I do not want to see.

What I need is in there for "unbilled charges" report. However, this report is only for delayed charges and not for estimates. Only if there was a way to get the same report for estimates.

>> Also, you can filter the "Sales by Product/Service Detail Report" report for "Non-Posting" type 

I use delayed charges so this wouldn't work sadly.

@gusi 

You're are asking for a very simple report —estimates by individual line items. I know the type of Estimate reports I'm looking for. Unfortunately, they still don't have it yet. Most of the reporting filters don't work either in QBO. Obviously, they released it without fully testing them.

They currently have the following two Estimates reports, both only at the SUMMARY level:
1) Estimates & Progress Invoicing Summary by Customer
2) Estimates by Customer

All they need to do is release Estimates of DETAIL of the same two reports, just like they've for almost all other summary reports. It seems like very simple development tasks if they want to do it.

>> All they need to do is release Estimates of DETAIL of the same two reports

I am a professional developer and I agree with you. This is no more than 30 minutes of work to implement.