Estimate with item details

Hello there, Yoko.

I know a way on how we can pull up this data.

We can open the Transaction List by Customer report and then customize it to show all the items specific for Estimate. Let me guide you with these steps:

1. Click the Reports menu.
2. Under Customers & Receivables, select Transaction List by Customer.
3. Click the Customize Report button.
4. On the Display tab, find and select Item.
5. Go to the Filters tab.
6. Enter Transaction Type in the Search Filters field.
7. Under the Transaction Type drop-down, select Estimate.
8. Click OK.
9. In the Excel drop-down, select Create New Worksheet.

When you're ready to create an invoice out of the estimate, you can check this guide on how you can do that: Create an invoice for an Estimate.

There you have it. Yoko. Let me know if my assistance is in need about converting estimate to an invoice. Keep safe!

Dear Adrian_A,

Thank you for the reply, I actually went through the process that you instructed me but it didn't give me the report that I want.

I want to have a report like "Customer name, Date, Est#, Item name, Qty, Amount" so it's like:

Customer A, 07/21/2021, #1011, LV5600, 1, $5000.00

Customer A, 07/21/2021, #1011, LC2150, 1, $500.00

Customer A, 07/21/2021, #1011, LR2560, 1, $3000.00

So far I can see like:

Customer A, 07/21/2021, #1011, LV5600, 1, $8500.00

I would like to have all detailed information on the report, not just total of the estimate.

If you know how to generate report that I would like to have, please let me know.

Thank you,

Yoko

Thanks for getting back here, @Hiroki.

Customizing your report to show the info you need the most is easy with QuickBooks Desktop (QBDT). 

Also, the steps provided by my colleague Adrian_A will guide you to do that. I just wanted to add that you also need to select Detail Level and choose All when filtering the report. This will display all items included in your estimates. Here's how:

1. Open the Transaction List by Customer report as outlined in the steps provided above. 
2. Then, click the Customize button.
3. Select the columns (Name, Date, Num, Item, Qty, and Amount) you need on the Display tab. 
4. Next, click the Filter tab and select Detail Level. 
5. Click All and then OK (see screenshot below). 
6. Once done, your report will show all the items included in the estimate as well as the total. 
7. Then, just drag the column to arrange them on your desired order.

To save your report customization for future use, simply click the Memorize button in the reports window. 

If there is anything else I can do to help you get the report showing estimates with item details, please post a response below. I'm always available to help in case you need it. Have a good one.

DicinaMercy_N!!

Thank you very much for the reply!! That is exactly what I want!! I really thank your help!

I actually have one more question, I want to show ONLY ACTIVE estimate instead of all. Could you tell me how I can do that?

Thank you!

Yoko

Thanks for you prompt reply, Yoko.

I have the information you're looking for.

To only display the active estimates, you can follow these steps:

1. In the Transaction List by Customer report, click the Customize Report button.
2. Go to the Display tab and search for Estimate Active. Put a check mark on the option to show the column in the report.
3. Click the Filters tab and search for the same option.
4. Choose Yes under Estimate Active and click OK.

Here's a sample screenshot to see what it looks like:

To learn more about report customization, you can read this article: Customize reports in QuickBooks Desktop.

Please let me know if there's anything else you need. I'll be around to help you out again. Take care and stay safe!

Dear RenjolynC、

Thank you for the reply. I followed your instruction and it worked!

Thank you very much!

Yoko

Hello ALL,

I still have a question...

I followed previous instructions, however, I see negative numbers on the quantity... it's all got "-" to the number.

Please find uploaded file, it is customized open sales order by customers report. It has itemized information as well as each SO's total amount. I would like to have the same contents of Estimate.

Thank you,

Yoko

Let me help you from there, Yoko.

Both estimates and sales orders are non-posting transactions. However, they have different functionalities. 

You create a sales order to record the income that you plan to fulfill in the future. From there, you can create a purchasing transaction for the inventory items that are out of stock. That can cause the difference from the quantity on hands.
 

Also, the reporting period can be a factor for the different figures. Let's ensure the dates are correctly entered as well.
 

Let me share this article to help you track customers transactions: Get started with customer transaction workflows in QuickBooks Desktop.

Aside from ensuring transactions are entered correctly, I'll include this reference to help you resolve negative quantity on hand: Fix negative inventory issues in QuickBooks Desktop.

Feel free to get back to this thread if you need more help. We're just one comment away. Keep safe!

Kristine,

Thank you for the reply.

So, I am not able to generate the report like the one I uploaded...?

Reason why I need an active Estimates report is to use it as a sales forecast. We make it active & inactive and then I just pull all the active estimates to see what the future sales would be.

The way I was instructed was showing almost all information but I ideally I need to see quantity with no negative sign and total amount for each estimate:

Dear Kristine,

Thank you for the reply.

So, I guess I cannot generate active estimate reports like uploaded customized open sales report...?

Reason why I need it is to see a sales forecast. My boss needs to know all the inquiries of items and how many of it, and ideally he wants to see it quantity without "-"  as well as total amount of each estimate.

Currently, we have active estimate report like below:

Dear Mark_R,

Thank you very much for the instruction!

I went to Report Center and got the most ideal report that my boss was asking, I really thank you so much!

Yoko

Glad to hear that worked for you, Hiroki. 

Please let us know if you need further assistance. You can always reach out to the Community or me anytime you find you need help.

In your free time, you can check these articles to learn more about handling reports in QBDT:

• Customize reports in QuickBooks Desktop.
• Set up and modify Scheduled Reports. 

Take care and have a good one!