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?
Solved! Go to Solution.
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:
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:
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!
the benefits of running reports on estimates?
If a customer is tax-exempt, you can change in the invoice screen?
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.