PO Report by Customer?

Hi there, Scobee. At the moment, the customer's purchase order (PO) report is unavailable in QuickBooks Online (QBO). Let me discuss this in more detail. 

Purchase orders are designed as vendor-centric documents. While customer-specific PO reports currently unavailable. Nevertheless, you can still generate a Transaction List with Splits report as a workaround. Here's how:

1. Go to the Reports menu and search for Transaction List with Splits report.
   
2. Modify the date range from the Report period.
3. Click the Customize button, then select Name in the Group by dropdown.
4. In the Rows/Columns dropdown, ensure that you tick the boxes for Customer, Transaction Type, and Customer.
   
   
5. Expand the Filter option, put a checkmark on Transaction type, then choose Purchase Order.
6. Finally, press Run report.
   
   

After generating the report, you can export it from QBO for further personalization.

Additionally, I'm dropping this article to allow you to save your current customization report settings: Memorize reports in QBO.

Should you have any additional questions about PO reports, don't hesitate to leave a reply below. Have a great day!

Can you elaborate on using "the Estimate feature as a workaround". Assume I have zero business knowledge (I don't, I'm IT). We already create estimates. I don't understand how they can be used to "track purchase orders". The link you posted doesn't even mention POs. 

(Also, thanks for the quick response. Sorry I can't edit my previous comment)

Hello Scobee! Thanks for reaching back out. As my colleague mentioned, purchase orders are vendor-centric and therefore is unavailable. However, are you trying to send the customer an estimate and process it once the customer approves your estimate? Thus wanting to see what they need? If so you can use the Estimate by Customer report to track these transactions. If you are more looking for the sales side of things, you can run the Sales by Customer Summary or Detail report.

I will be looking forward to your response. Please let me know if you need further assistance. We are here to help.

Thanks for the response. This is the original description from the user:

"One of the reports I liked to view on the previous version of QB was a purchase order by job.
This would show all Purchases for individual jobs."

Running a direct report that shows all the purchases for individual jobs is unavailable, Scobee. However, you can run the Transaction List with Splits report and customize it to show the details you want to pull up in QuickBooks. Let’s collaborate to obtain this report.  

To begin, navigate to the Reports menu and enter Transaction List with Splits in the search field. From there, customize the report to display all purchase orders associated with a particular job. Follow the steps outlined below:

1. Go to the Reports menu.
2. In the search field, you can enter and click on Transaction List with Splits report.
3. Select the date range from the Report period.
4. Click the Rows/Columns, and select the Name in the Group by dropdown. Then, put a checkmark beside Customer, Posting, Amount, and Num.
5. Click on the Customize button, then click Filter.
6. Put a checkmark beside the PO and Transaction Type box and choose Purchase Order.
7. Click Run report.
   

Then, export them to Excel to modify the data further. You can also memorize it, so you won't have to do the customization process. 

I'm also including a reference guide that will help you in adding and removing purchase orders to a transaction:  Add purchase orders to expenses, bills, or checks in QuickBooks Online. 

If you have any questions about running the purchase order report or have concerns about QuickBooks, please feel free to contact me. I am always available to assist you. Take good care.

I walked through these steps. They don't line up directly with my UI, which is strange. However, I think I was able to get through it.

Why can't I group by Customer? I think that would be the solution. Grouping by "Name" (I think this is the vendor name?) does not accomplish what I need. I need it grouped by Job (which is now called sub-customer).

Like I'm seriously flummoxed why there are only 3 options in the "Group By" field when there are dozens of columns. Why?

Also, while I'm ranting, why aren't these fields alphabetized?!?!  Filtering by Transaction Type and trying to find PO in a non-sorted list is unbelievably annoying.

Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, Scobee.

While running detailed data with all purchases for individual jobs and filtering by Customer in the Group by dropdown is unavailable, you can export the Transaction List with Splits report to an Excel file and modify the information to group them by customer.

Also, when filtering the Transaction Type dropdown, you can manually enter Purchase Order from there to populate the option to your reports.

For now, you can submit this valuable feedback to our team developers to help us improve your overall QuickBooks experience. To do that:

1. In your QBO account, go to Settings and select Feedback.
2. Enter your suggestions and click Next to submit them.

Once everything comes in handy, it’s best to regularly review and reconcile your accounts to ensure they always match your financial statements.

Lean on us for any additional assistance you need when managing reports in your account. Our team will be around to guide you further. Keep safe.