United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
-mptools-co-za
Level 1
posted
‎February 07, 2023 08:36 AM
last updated ‎February 07, 2023 8:36 AM

HOW DO YOU CREATE A REPORT THAT SHOWS QUOTE DETAIL

SIMILAR TO THE SALES DETAIL REPORT
Reply
1 Comment 1
JoesemM
Moderator
Moderator
‎February 07, 2023 09:52 AM

HOW DO YOU CREATE A REPORT THAT SHOWS QUOTE DETAIL

Welcome to the Community space, @-mptools.

 

I'd be glad to help you create a report that shows quote detail in QuickBooks Online.

 

You can pull up the Quotes by Customer report and customize it. This displays a list of all the quotes you created in QuickBooks. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Double-click on the Quotes by Customer report.
  4. Click the Customise button.
  5. Set the report's Date Range.
  6. From the Rows/Columns section, click the Change columns link.
  7. Click the Run Report button. 

 

For more details, see this article: Run reports in QuickBooks Online.

 

Also, I'll be sharing these references that will guide you in sending quotes transactions and personalise your reports in QuickBooks:

 

 

Feel free to leave a comment below if you have any other questions. Have a wonderful day!

Reply