Estimate reports

Hi AneVenter,

You can run the Transaction List With Splits report then customize it by following these steps:

1. On the left panel, click Reports.
2. Type Transaction List with Splits in the search box.
3. Choose the Report period and click the Customize button.
4. From the Customize report menu, click Rows/Columns to expand.
5. Check the boxes for Date, Transaction Type, Name, Product/Service, and Qty.
6. Click Filter to expand, choose Estimate from the Transaction Type drop-down list.
7. Click Run Report.

If you want to include the total for each product/service, you can export the report to Excel. Then manually edit the file to include the information. See article: Export QuickBooks Online Reports to Excel.

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Thank you so much, this helps a lot. Is there a way to filter it according to the SKU? 

All my part numbers are filled in in the SKU section, and when I did the filter as suggested, it gives me only the filter names and not the part numbers. 

Kind Regards,

Ane Venter

Thanks for getting back to me, Ane.

At the moment, you'll have to run a separate report to get the part numbers that were entered in the SKU field. You can use the  Product/Service List report and add the SKU column.

Once done, you can include this information to the report exported to Excel.

I'll be around if you have any additional questions about QuickBooks.