Advanced Reporting - Vendor PO Item Cost

I appreciate for outlining the details of your concern with us, @ChiColorLabel.

Using QuickBooks Advanced Reporting lets you make and customize the reports you need. I'd be glad to share with you some tips on how to achieve them in your QuickBooks Desktop (QBDT).

1. On any report, right-click and select Properties. This adds new columns or data to a report.
   • Select the Dimensions tab if you want to group and subtotal your data to a report.
   • Select the Expressions tab to add a column to a report.
2. When you add a new expression or dimension, you'll see options for Tables and Fields. Tables help you narrow what you see if you know what type of field you want.
3. Match the correct information on the table or column you want to see in your report. If you want to see Transactions, then select the Transactions table.

You can also check out these links for more details: 

• QuickBooks Advanced Reporting
• QuickBooks Advanced Reporting (QBAR) FAQ

If you're still unable to get the data you need, I recommend contacting our support team. One of our live agents can securely look into your account and assist you in the modification process. 

In case you need to access your reports outside QBDT, you can utilize this article that can guide you through the process: Export reports as Excel workbooks in QuickBooks Desktop.

Need more help managing your reports and QBDT? Please don't hesitate to add them in your reply. I'll be more than happy to work with you again. Keep safe and have a good one!

Thank you for the reply @JasroV ,

However, my question was not about the general usage of Advanced Reporting, it was a specific question about which table/field value contains the information for Purchase Order Unit Price - This is a PO line level value that I need to access and have not had any luck locating it.

I also am in need of the item cost tied to the specific transaction and date. What I'm getting is the current purchase order cost, regardless of the date of the transaction. I am using [Item.Purchase Cost] - I'm not sure if there is a way to add a date dimension? I've also tried using [Item.Cost Basis] but this pulls no data.

Help!

Can someone on the Intuit team contact Joseph [Removed] about this, unless he was replaced (please provide that person's name)? Joseph was the Senior Product Manager for QBAR and had knowledge about how to map Intuit fields to QBAR fields. Joseph appears to still be an employee at Intuit.

The short version of this question:

Does Intuit have a table that maps Intuit/QB fields to QBAR fields?

My only goal is to assist you in acquiring the assistance you need, owg3.

Issues about QBAR need special handling because it involves viewing reports and setting or configuring fields. Thus, I recommend contacting our Technical Support Team. They have tools to help you map the Intuit fields and Advanced Reporting fields.

Here’s how to reach them:

1. In your company file, press the Help icon at the top menu bar to select QuickBooks Desktop Help F1.
2. Scroll down to the bottom of the window and click the Contact us link.
3. This will open the Contact Us screen.
4. From there, go to the Tell us more about your question section and enter the issue in the field box. For example, map QBAR fields.
5. Click the Search menu and choose the support options: Call us to speak with an agent or Message Us for real-time support.

You can browse the articles below to get acclimated to the tasks you can do using the QBAR feature. From there, you’ll see the user guide, data dictionary, and lists of reports you can utilize in the program. These tools let you customize reports in QuickBooks Desktop (QBDT) easily.

• Download starter reports that other businesses find useful
• QuickBooks Advanced Reporting

Additionally, this link contains articles about creating and managing reports. The resources are grouped according to topics so you'll be able to open one in no time.

With this information, you can build a report with the correct fields and data. Also, we removed the name of our peer that was mentioned on this thread. 

Reach out to me again if you have additional concerns about reports, and other related activities such as customizing one, exporting it, etc. Please know that I’m always ready to assist further, owg3.

Did you get an answer on this? I'm looking for the same thing

Did you get an answer on this? I'm looking for the same thing.

Thanks for following up on this thread, akrueger. 

Let me help route you to the right support that can assist in building custom reports.

Since issues about QBAR needs special handling, I recommend contacting our Customer Support Team. This way, they can look into this further and provide the best resolution to your concern.

To do so, you can follow the steps shared by my colleague above based on the QuickBooks product you're working. Make sure to initiate contact during support hours so we can assist you on time.

If you need more information about QBAR you can refer to this helpful article:

•  QuickBooks Advanced Reporting (QBAR) FAQ's
• QuickBooks Advanced Reporting

If you have additional questions or concerns about Advanced Reporting, please don't hesitate to reach out. I've got your back. Have a great day.

I couldn't find any way to do this @akrueger.

I ended up creating a report for all of our purchase orders and another for the paid invoices (for the previous month commissions will be paid for).

I then had an Excel VB macro created by someone on Freelancer.com that marries the two together into a single report. It was the only way I could reliably link those two pieces of information together. I bring both reports into a single Excel spreadsheet in two different tabs and the macro then creates a third tab with the final report.

It's a bit convoluted but worth it to get accurate commission payout information.

I'm happy to answer any questions about it if you have any.

I did reach out to support at QB, but they were not helpful at all. I think I need to create a new field from my transactions table that doesn't exist yet. I've seen other tables that use [transactions.Itemhistory.Average Cost]. However, this field does not exist in the straight table. Anyone have any ideas on this.

I know you're putting so much effort and time into getting a resolution to your concern, @akrueger. I’ll lend a hand in sorting out your concerns with advance reporting in QuickBooks Desktop.

You'll want to customize your report to see the details you need. You can create a customized report depending on your specific needs using the data from QuickBooks. This allows you to assess your business's performance.

Here are some tips to help you customize your report:
 

• You can use the starter reports that resemble existing reports in QuickBooks.
• The Library has common customization tools like tables, charts, text & utilities, etc.
• In the library, you can select any list box to add to your report. This helps filter the information you’ll use.
• Right-click on any object you want to customize, then select Properties. This gives you the information you need in the right format.

As provided by my peer above, when you encounter issues in setting up your report, I recommend reaching out to our QuickBooks Desktop support team. This way, you'll be able to have a screen-sharing session with them to investigate your query further.

You may consider checking our available hours when contacting them to ensure we address your concern on time.

For more insights about QuickBooks Advance reporting, feel free to visit this article: QuickBooks Advanced Reporting (QBAR) FAQ.

Visit me here again in the Community, and keep me posted on your progress with managing your reports. I'm determined to help you succeed. Keep safe always.