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yaser1
Level 1
posted
‎June 10, 2020 01:51 AM
last updated ‎October 05, 2020 7:58 PM

Can I generate a report showing balance undelivered items for every accepted quotation ( or sales order )

 
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2 Comments 2
AlcaeusF
Moderator
Moderator
‎June 10, 2020 03:21 AM

Can I generate a report showing balance undelivered items for every accepted quotation ( or sales order )

Thank you for posting here in the Community, @yaser1.

 

I can provide some clarification about the report you need in QuickBooks Online.

 

Currently, the option to generate a report showing the balance of undelivered items is unavailable. For now, there are two reports available that you can run for estimates and can be customized based on your needs.

 

Here's how:

 

  1. On the left panel, click Reports.
  2. Below Sales and customers, select Estimates & Progress Invoicing Summary by Customer or Estimates by Customer.
  3. Choose the date range.
  4. Click Customize.
  5. Make the necessary changes.
  6. Hit Run report. 
  7. You can also export the report to Excel to combine it with other reports you need. 

I appreciate all your input on this feature. We continue to make improvements to the features in QuickBooks Online, and this preference might be available in the future.

 

As we assess this, please visit our QuickBooks Blog to stay updated with all the changes that are being made.

 

Also, I've attached some articles you can use to help you customise reports, as well as personalizing transactions you enter in QuickBooks:

 

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.

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yaser1
Level 1
‎June 10, 2020 04:56 AM

Can I generate a report showing balance undelivered items for every accepted quotation ( or sales order )

Thanks for reply

We moved from QB desktop to QB online and we have already 4 licences with QB .

we deal with fittings and we handle tens of orders for long list of clients who take partial deliveries , we are not able at all to know what is delivered and what is balance so we are in a big problem .

the balance undelivered items report was available with QB desktop as well as all other financial softwares in the market .Making two reports and filtering the same is not helping considering the number of transaction since the job will be almost manual .

 

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