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kathy7
Level 1

Can I print a sales order report that includes ALL sales orders created?

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.

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Best answer December 10, 2018

Best Answers
qbteachmt
Level 15

Can I print a sales order report that includes ALL sales orders created?

For the SO report, filter on Open status = any.

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7 Comments 7
qbteachmt
Level 15

Can I print a sales order report that includes ALL sales orders created?

For the SO report, filter on Open status = any.

IntuitStarlee
Level 3

Can I print a sales order report that includes ALL sales orders created?

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:

  1. Go to the Reports menu at the top , and select Customers and Receivables.
  2. Select Transaction List by Customer.
  3. Click Customize Report in the upper left. 
  4. Go to the Filters tab. 
  5. Under the Choose Filter list, select Transactions Type
  6. Under Account to the right, click the drop-down and select Sales Order.
  7. Click OK.

I hope that helps. Please let me know if you have other questions. It's my pleasure to help you.

tqmdave
Level 1

Can I print a sales order report that includes ALL sales orders created?

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.

tqmdave
Level 1

Can I print a sales order report that includes ALL sales orders created?

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.

Rick Karim
Level 1

Can I print a sales order report that includes ALL sales orders created?

Have you found a way to total the columns? 

Rick Karim
Level 1

Can I print a sales order report that includes ALL sales orders created?

were you able to generate a total per column?

 

sd33
Level 2

Can I print a sales order report that includes ALL sales orders created?

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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