Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
FateCandylaneT
QuickBooks Team

Reply to message

I recognize the relevance and convenience of customizing reports to see individual line items on estimates, btsbcl.

 

Please know that due to high volumes of feature requests in the different areas of the online product, our engineers might still not have reviewed your feedback and are diligently working on improving the program. I'd personally want these line items visible when running and customizing my reports to help me track the transactions on my end. Thus, I appreciate your willingness to help us enhance the online program. You can directly send your feedback to our product engineers and have this option available in future product enhancements. 

 

Here's how to submit your request:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit feedback.

 

In the meantime, you can manually review the transactions to see the line item details. You'll want to run the Estimates by Customer report and have this information exported to an Excel file. Doing so will allow you to add specific data on the items associated with your estimates. To do this:

 

  1. In your QuickBooks Online account, go to Reports and enter Estimates by Customer report.
  2. Modify necessary data and select Customize.
  3. Add specific customizations and click Run report.
  4. Review its details and click the Export icon from the report. Then, click Export to Excel.
  5. Open the downloaded Excel file report and edit its data from there.

 

Furthermore, you save all the recent customizations you've made to your reports by memorizing them. It also includes steps on how to set schedules and email information for a group.

 

Let us know in the comments below if you require additional assistance managing and running reports. We're always here to back you up. Have a good one!

Need to get in touch?

Contact us