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Replying to:
ChristineJoieR
QuickBooks Team

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You're in the right place, @tilos1.

 

I'll teach you how to locate estimates within QuickBooks Desktop and how to run a report that includes the P.O. number.

 

Let's navigate to the Customer Center to see the list of estimates.

 

Here's how:

 

1. Select Customer Center from the Customers menu.

2. Locate the estimates on the Transactions tab.

3. Once all estimates show the Run Report Button, we can view them as a report.

4. It will prompt you to the Report section, then click Custom Report.

5. From the Display, go to the Column section.

6. Find the P.O. # and select other details you want to see on your report file.

7. Hit OK.

 

Furthermore, you can export the report in QuickBooks Desktop. It will allow you access to all information for non-posting and sales transactions.

 

It's my pleasure to help you, @tilos1. If you have other questions about QuickBooks, feel free to comment on this thread. Take the best care!

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