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JamaicaA
QuickBooks Team

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Thanks 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:

 

  1. Go to the Reports menu at the top.
  2. Select Custom Report and choose Transaction Detail.
  3. Under the Display tab, select P.O. #.
  4. On the Total by drop down menu, select Item detail.
  5. Under the Filters tab, click Transaction Type, then Multiple Transaction Type.
  6. Scroll down and choose Purchase Order and Estimates.

 

For your reference, I’ve added screenshots below:

JamaicaA_0-1669929097332.png

JamaicaA_1-1669929097336.png

JamaicaA_2-1669929097339.png

JamaicaA_3-1669929097343.png

 

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:

 

  1. Go to the Help menu in your QuickBooks Desktop (QBDT)
  2. Select Send Feedback Online.
  3. Then click Product Suggestion.
  4. Enter your suggestions and details then click Send Feedback

QBDT Feedback.png

 

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.

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