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Level 1

Can anyone help me remove a closed sales order from the open sales report?

When i run my Sales Order report I have one job that is showing up. The invoice linked to the order is closed and paid in full . The open balance on the report is blank- doesn't show zero or anything and the order is marked as closed. Any help would be appreciated as I have tried everything I can find online 

Solved
Best answer 10-28-2019

Best Answers
Highlighted
QuickBooks Team

Can anyone help me remove a closed sales order from the open sales report?

I have another workaround that we can perform, ckennedy1. 

 

Verify Rebuild Data resolves discrepancies on reports and helps us make sure that the company file is error free. 

 

Let me show you how: 

  1. Close all windows opened within QuickBooks Desktop. Window > Close All
  2. Select the File menu and choose Utilities
  3. Click Verify Data
  4. Resolve any error message and if it says "Your data has lost integrity", continue to Rebuild Data to correct the problem. 
  5. Still from the File menu, click Utilities, then, Rebuild Data
  6. Confirm to back up your company file. 
  7. Click NO if you're asked to replace the backup. 
  8. Wait until the backup is finished so the Rebuild Data utility tool starts. 
  9. Click OK if Rebuild has completed

Let's go back to review your sales order report again if there are any opened transactions that should be closed. 

 

If you get the same thing, I'd recommend reaching out to us so we can further investigate the unexpected behavior.

  1. Go to the Help menu and click QuickBooks Desktop Help
  2. Select Contact us
  3. Enter a brief description of you concern that there are closed sales order shown in the sales order report. 
  4. Click Continue
  5. Choose to either Talk to a Specialist or Message an Agent.   

Keep me updated on how this works on your end. Thanks in advance! 

View solution in original post

11 Comments
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Anonymous
Not applicable

Can anyone help me remove a closed sales order from the open sales report?

Hello, pbrandy1229,
  

I’d be happy to help you remove a closed sales order from the sales report.

We just need to make sure the sales order is completely closed. On your sales report, double-click the sales order to open, then click Mark As Closed on the upper part.

A Closed message will appear on the side, which will be the indication that it's completed. You can re-open the sales report to confirm the closed sales order is no longer showing.

Please don’t hesitate to reach us again if you have other questions. 

Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

Brilliant answer!!!  Actually,[removed].  If a Sales Order is closed but still shows up on your Open Sales Report, then just open it and click "Mark As Closed".  IT IS ALREADY MARKED AS CLOSED, BUT STILL SHOWING UP ON AN OPEN SALES ORDER REPORT.
Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

I have the same issue and on my Sales Order the "Mark As Closed" is grayed out. Put a period in the "Memo" box of the sales order, save and close as another user answered below. Worked!
Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

I too have the same issue that the "Mark As Closed" is grayed out.  Put the period in the "Memo" box, but still not working.  Any other suggestions????
Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

I recently had that issue of closed sales orders still showing as open with zero balances in the Open Sales Order report.  The solution was to go into the sales order and delete whole lines that were empty and below the last line item.  They were empty lines but somehow causing the problem.  Difficult to troubleshoot so I hope this helps you! 

Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

Wow, thanks for the information!  I have been trying to figure out how to close these for  months!
Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

This works! thanks
Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

Hello - 

I ran across this same issue and after much frustration stumbled across the fix on Reddit.

Open the invoice/so and put a period in the memo box, save and close. Thank you to YEGStolen for your help!

Highlighted
Level 2

Can anyone help me remove a closed sales order from the open sales report?

Neither of these solutions worked for me.  This is very frustrating.

Highlighted
QuickBooks Team

Can anyone help me remove a closed sales order from the open sales report?

I have another workaround that we can perform, ckennedy1. 

 

Verify Rebuild Data resolves discrepancies on reports and helps us make sure that the company file is error free. 

 

Let me show you how: 

  1. Close all windows opened within QuickBooks Desktop. Window > Close All
  2. Select the File menu and choose Utilities
  3. Click Verify Data
  4. Resolve any error message and if it says "Your data has lost integrity", continue to Rebuild Data to correct the problem. 
  5. Still from the File menu, click Utilities, then, Rebuild Data
  6. Confirm to back up your company file. 
  7. Click NO if you're asked to replace the backup. 
  8. Wait until the backup is finished so the Rebuild Data utility tool starts. 
  9. Click OK if Rebuild has completed

Let's go back to review your sales order report again if there are any opened transactions that should be closed. 

 

If you get the same thing, I'd recommend reaching out to us so we can further investigate the unexpected behavior.

  1. Go to the Help menu and click QuickBooks Desktop Help
  2. Select Contact us
  3. Enter a brief description of you concern that there are closed sales order shown in the sales order report. 
  4. Click Continue
  5. Choose to either Talk to a Specialist or Message an Agent.   

Keep me updated on how this works on your end. Thanks in advance! 

View solution in original post

Highlighted
Level 1

Can anyone help me remove a closed sales order from the open sales report?

I also ran into this same problem. For some, marking as open, then marking as closed and saving worked. For others, I needed to put the same quantity amount in the quantity column as the grayed out "invoiced" column, then save. 

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