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Hello,
I am struggling to create a report that has all the following information. May not even be possible but I am hoping some one can help with this.
1. Order number which I see on Bill page
2. Ref. No. which I see on Bill page
3. And one specific item which would also be on Bill page if entered or used.
Thanks in advance.
Thanks for becoming part of the Community, FDH1.
You can run existing reports, then customize them as necessary from your Modify Report window. One that may work for this situation could be the Transaction Detail report.
Here's how to run and customize it:
If you'd like to customize a report further, you can also export it as an Excel workbook. These files can be opened and edited in Excel.
I've additionally included a detailed resource about customizing reports which may come in handy moving forward: Customize reports
Please feel welcome to send a reply if there's any questions. Have an awesome day!
I appreciate the screenshot you added, FDH1.
It's nice to know that you've got the information you need from the report. The PO no is also important to completely get all you want. Let's send your feedback to our product developers. Our team will review your suggestion and might include this in the product updates.
We can follow the steps below and share with them the benefits of this option.
I've gathered some articles about personalizing reports and customizing form templates in QuickBooks Desktop (QBDT):
If you have questions about QuickBooks reports and recording bills, please let me know. I'll help you in any way that I can.
Hi,
I actually have them in the report now and they are showing in the Num column.
Anyway I can get PO No. and the Ref. No. into to two separate columns?
I appreciate your time getting back to us about this report customization concern, @FDH1.
When you pull up transaction reports for vendors, the number on these entries will automatically go to the Num column. This is a default action on the report and is non-customizable at the moment.
While the option to add the P.O. # and the Ref. No. separately is not an option for now, I'd recommend that you share this as a feature request or suggestion so our developers can review them.
To add your product suggestions for our developers, go to the Help menu and select Send Feedback Online.
Please note that the product updates are handled by our developers internally. For now, we can't provide the turnaround time if they will release additional preferences and enhancements.
Reach out to back to me if you need further assistance while working with QuickBooks reports. I'm always here to help. Have a great rest of the day.
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