Reporting on estimates

JonLee · ‎January 11, 2019

I was creating a report to keep track of potential customers and activity. I customized a quickreport on a particular item, but although that item was used in estimates, it never showed estimates on the report. In all of my years in Quickbooks I have never noticed this phenomena. Is that something new? Am I doing something wrong or did I never need that before?

qbteachmt · ‎January 12, 2019

Change the Posting filter to Either.

Estimates, POs and SOs are Non-Posting. Now the Quick Report is going to show All Transaction Types.

View solution in original post

Anonymous · ‎January 11, 2019

Good day, JonLee,

Thanks for getting in touch with us today. I can share some insights with the Item Quick Report.

Currently, we're unable to add estimates on the Item Quick Report. As an option, you can generate a Custom Transaction Detail report separately to view your estimates alongside with the items used on the transaction. Let me guide you on how to do that:

Go to the Reports tab and select Custom Reports.
Choose Transaction Detail.
Click the Customize Report button.
Enter the report date in the From and To fields.
Scroll down to the Columns section and mark Item.
Go to the Filters tab.
Select Transaction Type from the filters. Select Estimate from the drop-down. (See screenshoot.)
Look for Posting Status filter and select Non-posting. (See screenshot.)
Click OK.

That should do it, JonLee. I can see how this preference can be beneficial to help your business so I'd encourage you to send a suggestion to our developers. For them to account your request, please follow the steps below:

Click the Help tab.
Scroll down to Send Feedback Online.
Select Product Suggestion.
Choose Product Suggestion for the Type of Feedback.
Product Area is optional.
Enter your suggestion.
Click Send Feedback.

Your request goes directly to our engineers who consider feedback for future QuickBooks enhancements.

Please feel free to let me know if you need further assistance. I'm always here to help you get your work done. Have a good day!

qbteachmt · ‎January 12, 2019

What is that specific Item Type, and which account(s) did you link it to, and how do you list it on estimates?

JonLee · ‎January 12, 2019

It was a non inventory item used on an estimate.

JonLee · ‎January 12, 2019

I'll check it out on monday.

Thanks

qbteachmt · ‎January 12, 2019

Change the Posting filter to Either.

Estimates, POs and SOs are Non-Posting. Now the Quick Report is going to show All Transaction Types.

Lily21 · ‎July 23, 2020

the benefits of running reports on estimates?

If a customer is tax-exempt, you can change in the invoice screen?

If you convert an estimate to an invoice, can you change the criteria (as in prices or items)?
You have to set the state comptroller as a vendor? (For Sales Tax)
You can just pay sales tax through the vendor system, like a normal invoice or bill?
If you don’t close the books yourself, how often does Quickbooks do it?
If you receive multiple checks at once, but record them into the same account at the same time, how do you deposit them?
You have a Beanie Babies distribution company. What could be a COGS (cost of goods sold)?

GlinetteC · ‎July 23, 2020

Welcome to the Community, Lily21.

Yes, you can change it to the invoice screen. Please see screenshot below:

Yes, you can change it. You'll be prompted to make necessary updates.

The state tax will depend on how you set up the billing/shipping address. You can refer to this article for the detailed guide: Set up sales tax in QuickBooks Desktop. Yes, you can pay sales tax within QuickBooks for recording purposes. QuickBooks closes your books at the end of every financial year.

If you have any other concerns, please add a comment below.

Topics

Training

Community

Resources

Reporting on estimates