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Anonymous
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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:

  1. Go to the Reports tab and select Custom Reports.
  2. Choose Transaction Detail.
  3. Click the Customize Report button.
  4. Enter the report date in the From and To fields.
  5. Scroll down to the Columns section and mark Item.
  6. Go to the Filters tab.
  7. Select Transaction Type from the filters. Select Estimate from the drop-down. (See screenshoot.)


     
  8. Look for Posting Status filter and select Non-posting. (See screenshot.)


     
  9. 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:

  1. Click the Help tab.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

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!

 

 

 

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