Can I get a detailed closed purchase order report?

Quickbooks online contains a report for open purchase orders. Is there an option to run this report for closed purchase orders?

Answer

Hi there, mcanty!

Let's customize the Transaction List by Vendor report to only show the list of purchase order (PO) transactions. Then, let’s export the report to Excel to only filter the closed POs. I’ll be happy to help you create that report!

  1. Go to Reports.
  2. In the search box, type in Transaction List by Vendor.
  3. Click on the Transaction List by Vendor result.
  4. Click on Customize.
  5. Expand the Rows/Columns section.
  6. Put a checkmark in the PO Status checkbox.
  7. Scroll down, and expand the Filter section.
  8. In the Transaction Type dropdown list, select Purchase Order.
  9. Click on Run report.

To sort the transaction by PO Status, simply click the Sort dropdown arrow, and choose PO Status. From there, you can export the report to Excel, and remove the PO with an open status. To do so, simply click the export icon between the printer and the gear icons. Then, choose Export to Excel.

I’ve added a screenshot for your reference. If you have additional questions, feel free to pop them below.

Have a good day!

Sort_and_Export_icon.PNG
Was this answer helpful? Yes No
Original
IntuitJess , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.