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H
Hiroki
July 21, 2021
Solved

Estimate with item details

  • July 21, 2021
  • 17 replies
  • 74 views

I have QB Enterprises, I would like to see if there are anyway that I can generate Estimate report with all item details.

I know that I can pull the report form Transaction tab of Customers>click Estimate>Run report. However, that report shows me only the summary. (date, est#, total amount$)

Of course if I click on each estimate# I can see the details but ideally I would like to to export it as a 1 sheet report so I would like to know how to show each estimate's details on 1 report.

 

Thank you,

 

Yoko

    Best answer by Mark_R

    Dear Kristine,

     

    Thank you for the reply.

    So, I guess I cannot generate active estimate reports like uploaded customized open sales report...?

    Reason why I need it is to see a sales forecast. My boss needs to know all the inquiries of items and how many of it, and ideally he wants to see it quantity without "-"  as well as total amount of each estimate.

    Currently, we have active estimate report like below:

     

    CustomerNumDateItemQty
    TEQUIPMENT.NET10207/2/2021  
    TEQUIPMENT.NET10207/2/2021LV5350 (Waveform Monitor with SDI Inputs (2))-1
    TEQUIPMENT.NET10207/2/2021LV5350-SER12 (Anton Bauer Battery Mount for LV5350)-1
    TEQUIPMENT.NET10207/2/2021LV5350-SER26 (LAYOUT - Customizable user layout display)-1
    TEQUIPMENT.NET10207/2/2021Promotion Leader (Promotion for Leader's product)-1
    TEQUIPMENT.NET10207/2/2021GST90A12 (AC adapter for LV5300/LV5350/LV7300)-1
    TEQUIPMENT.NET10207/2/2021LC2535 (Blank panel for rackmount adapter LR2530)-1
    TEQUIPMENT.NET10207/2/2021LR2530 (Rackmount adapter for waveform monitor LV5300/LV5350)-1
    TEQUIPMENT.NET10207/2/2021NON TAX (Sales Tax) 

    I appreciate you for uploading a screenshot, @Hiroki.

     

    You can run the Active Estimates Detail report to view the total amount of each estimate. However, it's not likely the same as your uploaded screenshot. Here's how:

     

    1. Go to the Reports menu, then select Report Center.
    2. Search for Activate Estimate and click the forward arrow to run the report.
    3. From there, you'll see the open estimates with the total amount and QTY.

     

    I know that you're looking for an estimate report that's just like your customized open sales report. For now, I suggest submitting feedback directly to our product engineers. This way, they can look into this option further and consider adding the report in the future update. 

     

    To send feedback, you can go to the Help menu and select Send Feedback Online. You can also check if your feedback is already requested by other QuickBooks users by going to this link. It's a forum where customers' feedback is listed and the recent updates in QuickBooks.

     

    Please continue to reach me here in the Community if you need more assistance running reports. I'll be sure to get back to you.

    17 replies

    Adrian_A
    Adrian_A
    Level 8
    July 21, 2021

    Hello there, Yoko.

     

    I know a way on how we can pull up this data.

     

    We can open the Transaction List by Customer report and then customize it to show all the items specific for Estimate. Let me guide you with these steps:

     

    1. Click the Reports menu.
    2. Under Customers & Receivables, select Transaction List by Customer.
    3. Click the Customize Report button.
    4. On the Display tab, find and select Item.
    5. Go to the Filters tab.
    6. Enter Transaction Type in the Search Filters field.
    7. Under the Transaction Type drop-down, select Estimate.
    8. Click OK.
    9. In the Excel drop-down, select Create New Worksheet.

     

    When you're ready to create an invoice out of the estimate, you can check this guide on how you can do that: Create an invoice for an Estimate.

     

    There you have it. Yoko. Let me know if my assistance is in need about converting estimate to an invoice. Keep safe!

    H
    HirokiAuthor
    July 21, 2021

    Dear Adrian_A,

     

    Thank you for the reply, I actually went through the process that you instructed me but it didn't give me the report that I want.

    I want to have a report like "Customer name, Date, Est#, Item name, Qty, Amount" so it's like:

     

    Customer A, 07/21/2021, #1011, LV5600, 1, $5000.00

    Customer A, 07/21/2021, #1011, LC2150, 1, $500.00

    Customer A, 07/21/2021, #1011, LR2560, 1, $3000.00

     

    So far I can see like:

     

    Customer A, 07/21/2021, #1011, LV5600, 1, $8500.00

     

    I would like to have all detailed information on the report, not just total of the estimate.

    If you know how to generate report that I would like to have, please let me know.

     

    Thank you,

     

    Yoko

     

    DivinaMercy_N
    DivinaMercy_NModerator
    Moderator
    July 21, 2021

    Thanks for getting back here, @Hiroki.

     

    Customizing your report to show the info you need the most is easy with QuickBooks Desktop (QBDT). 

     

    Also, the steps provided by my colleague Adrian_A will guide you to do that. I just wanted to add that you also need to select Detail Level and choose All when filtering the report. This will display all items included in your estimates. Here's how:

     

    1. Open the Transaction List by Customer report as outlined in the steps provided above. 
    2. Then, click the Customize button.
    3. Select the columns (Name, Date, Num, Item, Qty, and Amount) you need on the Display tab. 
    4. Next, click the Filter tab and select Detail Level. 
    5. Click All and then OK (see screenshot below). 
    6. Once done, your report will show all the items included in the estimate as well as the total. 
    7. Then, just drag the column to arrange them on your desired order.

     

    To save your report customization for future use, simply click the Memorize button in the reports window. 

     

    If there is anything else I can do to help you get the report showing estimates with item details, please post a response below. I'm always available to help in case you need it. Have a good one.

    H
    HirokiAuthor
    July 27, 2021

    Hello ALL,

    I still have a question...

    I followed previous instructions, however, I see negative numbers on the quantity... it's all got "-" to the number.

     

    Please find uploaded file, it is customized open sales order by customers report. It has itemized information as well as each SO's total amount. I would like to have the same contents of Estimate.

     

    Thank you,

     

    Yoko

    Kristine Mae
    Kristine MaeModerator
    Moderator
    July 27, 2021

    Let me help you from there, Yoko.

     

    Both estimates and sales orders are non-posting transactions. However, they have different functionalities. 

     

    You create a sales order to record the income that you plan to fulfill in the future. From there, you can create a purchasing transaction for the inventory items that are out of stock. That can cause the difference from the quantity on hands.
     

    Also, the reporting period can be a factor for the different figures. Let's ensure the dates are correctly entered as well.
     

    Let me share this article to help you track customers transactions: Get started with customer transaction workflows in QuickBooks Desktop.

     

    Aside from ensuring transactions are entered correctly, I'll include this reference to help you resolve negative quantity on hand: Fix negative inventory issues in QuickBooks Desktop.

     

    Feel free to get back to this thread if you need more help. We're just one comment away. Keep safe!

     

    F
    FateCandylaneTQuickBooks Team
    QuickBooks Team
    January 12, 2024

    We use our Estimates for our Progress billings, so when we have to "correct" our estimate, our "Prior Billed" amount cannot be adjusted/corrected to represent what we have billed.  Both the Contract Amount and Prior Billed grey out on invoices created from the Estimate.  This incorrect reporting skews the number and confuses our customers.

     

    Unfortunately it's the nature of our business that Estimates and Change Orders change during the course of a project.  We need to be able to accurately represent all of the project.

     

    So, how can we correct the Prior Billed?


    Thanks for coming into this forum, CityFront. I understand how crucial it is to keep track of and correct changes in amounts entered on estimates or billed invoices in your account. Let me share information to help you resolve this matter.

     

    When connecting estimates to progress billed invoices in QuickBooks Desktop, changes applied to your estimates won't reflect on the progress invoice created. 

     

    With that, if the invoices are already paid, I recommend deleting the transactions and recreating the invoice linked from the estimate. Then, record the unapplied payment again. This may show as partial payments on your invoices.

     

    If the invoice hasn't been paid yet, it's best to delete and recreate the invoice linked from the estimates again.

     

    In case you require reviewing your business finances and other accounting data on your file, feel free to utilize this guide to ensure balances on your transactions are accurate: Understand reports.

     

    I'll be available anytime in this thread if you require additional assistance managing your sales transactions. The Community is open 24/7 to provide further help. Keep safe and have a great day ahead! 

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