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Buy nowThanks for getting back to us, @tilos1.
I understand the importance of being able to track the purchase order linked to the estimates. I can help provide clarifications and share other ways on running a report.
We’re currently unable to display the estimates' open items that aren't connected to any sales orders. As shown by my colleague above, all the estimates will appear after you customize it to display the P.O. #. You can also filter it to Estimate active to show which ones are open. To do so, just follow @ChristineJoieR instructions above.
As a workaround, I recommend exporting the report as Excel workbooks in QuickBooks Desktop. This way, you can make the necessary changes and access all information from the PO.
Moreover, you’ll want to pull up a Custom Transaction Detail report since it displays all the transactions per vendor. You can then customize it to see the purchase orders and estimates in one report. I’ll show you how:
For your reference, I’ve added screenshots below:
Furthermore, I can see how important it is to keep your record organized and steer from any confusion. I recommend sending your feedback to our Development team. This way, they can review your suggestion and make some updates on how reports generate purchase orders associated with estimates.
Here’s how:
Additionally, you can browse a variety of reports in the Report Center to find customization that is suitable for your needs. For more details about personalizing them, visit this article: Customize customer, job, and sales reports in QuickBooks Desktop.
I’ve attached a reference in case you want to keep the same report settings for future use: Create, access and modify memorized reports. It helps you access the information quickly to save time.
Don't hesitate to get back to me if you need further assistance in managing your sales transactions or generating reports in QuickBooks. I'll be always around to help. Keep safe.