cancel
Showing results for 
Search instead for 
Did you mean: 
Morgan_Longacre
Level 1

Purchase Orders incorporated into Estimate Vs Actual Report

Hi, I am currently using QuickBooks Desktop and need to pull a report that shows all purchase orders committed to a job but also includes the Estimate Vs Actual report. Can anyone help guide me through this process?

3 Comments 3
SirielJeaB
QuickBooks Team

Purchase Orders incorporated into Estimate Vs Actual Report

I acknowledge the relevance of efficiently tracking the financial status of your business, Morgan. Let me share some information about the report you need in QuickBooks Desktop.

 

The report that displays Purchase Orders incorporated into the Estimate vs. Actual report is unavailable. However, you can run the Open Purchase Orders by Job and the Job Estimates vs. Actual Detail reports differently, then export them to Excel so you can incorporate them manually. I'll show you how:

 

  1. Go to the Reports menu, then choose Jobs, Time & Mileage.
  2. Select Job Estimates vs. Actual Detail or Job Estimates vs. Actual Detail.

 

Once done, tap the Excel option at the top of the reports, then Export. Check out this reference for further guidance and other processes: Export reports as Excel workbooks in QuickBooks Desktop.

 

You can also personalize the data of the reports and memorize them to save its configuration settings.

 

Should you have remaining inquiries about generating reports, kindly hit the Reply button below. I'm here around the clock to provide the necessary instructions. Keep safe.

khallbeck
New Member

Purchase Orders incorporated into Estimate Vs Actual Report

Can you go into more detail about how you run the two reports "differently"?   

KimberlyS
QuickBooks Team

Purchase Orders incorporated into Estimate Vs Actual Report

I have the information you need regarding running two different reports in QuickBooks Desktop, khallbeck. I'll be pleased to share the detailed steps here for your guidance.

 

In QuickBooks Desktop, you can generate several reports to review various aspects of your business finances and other related data. To run the Open Purchase Orders by Job and the Job Estimates vs. Actual Detail reports differently, you can follow the process below:

 

For the Open Purchase Orders by Job report:

 

  1. Go to the Reports menu at the top.
  2. Choose Jobs, Time & Mileage.
  3. Select Open Purchase Orders by Job.

 

Open Purchase Orders by Job report.jpg

 

For the Job Estimates vs. Actual Detail report:

 

  1. From the Reports menu, hover your cursor to Jobs, Time & Mileage.
  2. Pick the Job Estimates vs. Actual Detail report from the list.
  3. Choose a customer or job from the Filter Report by Job popup.

 

Job Estimates vs. Actual Detail report.jpg

 

On the other hand, you can customize your reports to show specific information based on your business needs. You may memorize them afterward to save their current settings for future use.

 

Please return to his thread anytime and tag me with your reply if you have other questions about creating reports in QuickBooks Desktop. It's my top priority to provide further assistance to any queries you have.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us