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I know how beneficial it is to your business to track the inventory for items needed on estimates. However, this option is unavailable in QuickBooks. Once you create an estimate, your inventory will not drop down since Estimate is a non-posting transaction.
On the other hand, we can run the Custom Transaction Detail report and customize it to inventory items and customers' names. Here's how:
- Go to Reports on the top menu.
- Click Custom Reports.
- Choose Transaction Detail.
- Tick Customize Report tab.
- Tap Filters.
- Enter Transaction Type in the Filter field and choose Estimate.
- Type Item in the Filter field and the inventory items.
- Type Name in the Filter field and select the customers' name.
- Press OK then OK.
On the other hand, you'll want to look for a third-party application that can help you track the inventory on the estimates to make sure you have enough inventory items to cover estimates. Just go to this link: https://desktop.apps.com/home. Then, choose an app that is compatible with QuickBooks.
Feel free to visit these blogs for any upcoming QuickBooks updates and enhancements:
I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one.
