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I do not want to print only OPEN sales orders. I want to print ALL sales order that have been created regardless to whether they have been invoiced or are closed.
Solved! Go to Solution.
For the SO report, filter on Open status = any.
For the SO report, filter on Open status = any.
Hello kathy,
Thank you for reaching out to the Community.
In QuickBooks, the closest we can get is the Transaction Lists by Customer report. This can be customized to only show the Sales Orders.
Here are the Steps:
I hope that helps. Please let me know if you have other questions. It's my pleasure to help you.
I just created the report you are asking about. You need to go to Customize Reports & select Transaction Type. You will need to filter for Transaction Type & select Sales Orders. You will also need to filter for Posting Status & select Non-Posting. After that you can customize the report as you wish.
I just created a more specific report for Sales Order Numbers. You need to go to Customize Reports & select Transaction Type. You will need to filter for Transaction Type & select Sales Orders. You will also need to filter for Posting Status & select Non-Posting. After that you can customize the report as you wish.
Have you found a way to total the columns?
were you able to generate a total per column?
Open your report and go to > Customize > Filters> Choose Detail Level and change it to 'All except Summary'.
You can do this for both the Open Sales Orders by Customer and the Open Sales Order by Item.
If you want both Sales Orders and Invoices, go to > Customize > Filters> Posting Status and change it to 'Either'.
If you add your items to this report it will now show you the descriptions and totals.
Once you create the report you want, Memorize it.
Hope this has been helpful.
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