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Good to see you again, Kenny.
I hope the fishing business is doing well despite these times. I have a way to help you pull the report you need.
It's not that much of a big ask, but we can definitely do this in QuickBooks Desktop. What we're looking for is a customized transaction detail report.
We can add the purchase orders, estimates, and sales order on it. Then, we can add the columns to display the expected arrival dates, allocation, and other data.
Here's a step-by-step process:
- Click the Reports menu, then hover your mouse on Custom Reports.
- Choose Transaction Detail.
- Click the Customize Report button.
- Head to the COLUMNS section. Then, check Date or Ship Dates, Class, Item,Item Description, and Amount.
- Go to the Filters tab.
- Search Transaction Type in the box, then select Multiple Transaction Types in the drop-down menu. Check Purchase Orders, Estimates, and Sales Order.
- Search Posting Status in the box again, then choose Non-posting.
- Once done, hit OK.
Select Class in the Total By drop-down menu to group the transactions by class. You can also add or remove other columns before running the report, too.
This is what it looks like after we set the report parameters:
If you need this report in the future, you can memorize this. Simply click the Memorize button at the top of the report header. Enter a name for it, then click OK.
We have a number of articles that explains more on how you can pull up a certain report. You can click here to browse for one.
Hoping the fishermen would catch and sell a big one soon. I'm more than happy to help you again with the reports. You can leave a reply below, and I'll get back to you. You can include other concerns and questions for QuickBooks Desktop, too.
