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tim10
Level 1

What report can I use to search all accepted Estimates that have a ship date within a certain range? Is there a Shipping Report?

 
1 Comment 1
FritzF
Moderator

What report can I use to search all accepted Estimates that have a ship date within a certain range? Is there a Shipping Report?

Thanks for posting here in the Community, @tim10.

 

That's a great question! I'm here to share some information about the report that you like to pull up in QuickBooks Online (QBO).

 

Currently, QBO doesn't have a Shipping report that'll show a certain ship date range. However, you could pull up the Estimates by Customer report and customize it to show all the accepted Estimates and their ship date.

 

Here's how:

 

1. Go to Reports menu at the left panel, then type Estimates by Customer on the search bar.
2. Select Customize at the upper right, then change the Date on the Report period.
3. On the Rows/Columns drop-down, put a checkmark on the Ship Date.
4. Go to the Filter drop-down, then on the Estimated Status, pick Accepted.
5. Click Run report.

 

I also attached some sample screenshots below.

 

 

 

 

 

Just in case you need it, you may check out this article to know more about the available reports in QBO.

 

I can see how this would be helpful for you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates.  You can submit this from within QBO by selecting the Gear icon and Feedback or by going to the following link: QuickBooks Online Feature Requests.  I'm going to submit feedback from my side as well. 

 

That's it! Should you have any follow-up questions, don't hesitate to leave a comment below. I'm always here if you need further assistance. Take care and have a great day.

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