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Open estimates report with product listing

 
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QuickBooks Team

Open estimates report with product listing

Hi there, @mlmorgan62

 

It's an honor for me to answer your first post here in the Community. You can pull up Estimate by Customer report to see the list of your estimates and its status. 

 

However, we aren't able to customize the report to display the individual items used on each transaction. You'll have to open each line items to check the product listing and its details. 

 

As a workaround, you'll want to export it all in Excel. Then, customize the way how it displays from there. Here's how to export a report: 

 

  1. Go to the Reports menu, then search for and select the report you want to export.
  2. Select the Export icon located at the top right of the report. Then, select Export to Excel.
  3. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

For future reference, read through this article: Customize reports in QuickBooks Online. It helps you learn about how to use multiple filters to select what you only want to appear in a report. 

 

I'd be delighted to see you again on your next post, @mlmorgan62. I'm always around here in the Community to help you. 

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