Solved

Reporting on estimates

Forum|Forum|7 years ago
January 11, 2019
2 replies
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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?

Best answer by qbteachmt

Change the Posting filter to Either.

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

A

Anonymous

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: