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spyker827
Level 1

Open Purchase orders by job report

Is there any way to filter the source name to one vendor in this report?  

 

Thank you,

Brett

2 Comments 2
Rose-A
Moderator

Open Purchase orders by job report

I know a way how to filter the report to show one vendor under the source name, spyker827.

 

You can export the Open Purchase Orders by Job report into Excel and filter the source name from there. 

 

Here's how:

 

  1. Click the Excel drop-down and select Create New Worksheet.
    z.PNG
  2. Choose to Create new worksheet in new workbook.
  3. Hit Export.
  4. Filter the report to show one vendor under the Source Name column.

 

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

This should keep you moving today, Brett. Don't hesitate to let me know if I can be of additional assistance while working in QuickBooks or need more help with your open purchase orders report. I'm always here to keep helping. Have a good one!

Rose-A
Moderator

Open Purchase orders by job report

Hi, spyker827.

 

Hope you're doing great. I wanted to see how everything is going about filtering the Open Purchase Orders by Job report you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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