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Best answer August 08, 2020
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Hi Roland!
We can generate a report that shows the data you asked, and I'll guide you through the steps.
We can run the Open Purchase Order Detail report because it already has item descriptions. Then, by changing its Received filter to Either, we can see the open and closed POs. The ones with a 0.00 value under Open Balance means they are closed while others with a value mean they are open. We can also set the Total by to Total Only to ungroup the transactions for an easier way to arrange them later.
Now that we have the descriptions and the PO statuses, we can export the report to Excel and sort them by Open Balance. In this way, we can easily group the POs according to statuses. Just remove any extra rows and columns. After that, we can do a custom sort to arrange the transactions in each group by Payee and by Num levels or depending on how you want to arrange them. That will do it.
You can also check about customizing reports in QuickBooks Desktop for your reference in the future.
I'm just right here if you need further assistance with your report. Also, please note that we're open 24/7, so feel free to reach back out anytime.
Hi Roland!
We can generate a report that shows the data you asked, and I'll guide you through the steps.
We can run the Open Purchase Order Detail report because it already has item descriptions. Then, by changing its Received filter to Either, we can see the open and closed POs. The ones with a 0.00 value under Open Balance means they are closed while others with a value mean they are open. We can also set the Total by to Total Only to ungroup the transactions for an easier way to arrange them later.
Now that we have the descriptions and the PO statuses, we can export the report to Excel and sort them by Open Balance. In this way, we can easily group the POs according to statuses. Just remove any extra rows and columns. After that, we can do a custom sort to arrange the transactions in each group by Payee and by Num levels or depending on how you want to arrange them. That will do it.
You can also check about customizing reports in QuickBooks Desktop for your reference in the future.
I'm just right here if you need further assistance with your report. Also, please note that we're open 24/7, so feel free to reach back out anytime.
