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Historical Sales Order Report

I am hoping to pull a report for all Sales Orders that were created each month. Typically, the Open Sales Orders Report works well enough, but if we have an order that is created and invoiced in the same month, the Sales Order is no longer open, and therefore omitted from the Open Sales Order report. I tried going into the advanced settings, which pulls up other Sales Orders, but then I don't get an amount associated with it.

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Best answer 12-10-2018

Accepted Solutions
QuickBooks Team

Hello Morgan P., You’ve got me here, and I'll help you fi...

Hello Morgan P.,

You’ve got me here, and I'll help you find a report for your historical sales order.

We can run a Transaction List by Customer then customize it by following these steps:

  1. Click Reports at the top menu.
  2. Select Customers & Receivables, and click Transaction List by Customer.
  3. Click the Customize Report button located in the upper left-hand corner.
  4. Click the Filters tab, and select Sales Order from the Transaction Type drop down list.
  5. Click OK.
  6. Change the Date and click Refresh.

If you have any additional questions,  please let me know. Thanks!

23 Comments
QuickBooks Team

Hello Morgan P., You’ve got me here, and I'll help you fi...

Hello Morgan P.,

You’ve got me here, and I'll help you find a report for your historical sales order.

We can run a Transaction List by Customer then customize it by following these steps:

  1. Click Reports at the top menu.
  2. Select Customers & Receivables, and click Transaction List by Customer.
  3. Click the Customize Report button located in the upper left-hand corner.
  4. Click the Filters tab, and select Sales Order from the Transaction Type drop down list.
  5. Click OK.
  6. Change the Date and click Refresh.

If you have any additional questions,  please let me know. Thanks!

Not applicable

Hi there, I followed your steps and they created the exa...

Hi there,

I followed your steps and they created the exact report that I have been looking for! Thank you so so much for answering my question. The steps were perfect and easy to follow and I can find out exactly what has been booked month by month.

Thanks again,

Morgan
QuickBooks Team

Hi @Morgan P., I'm glad that you're back on track! If yo...

Hi @Morgan P.,

I'm glad that you're back on track! If you have other concerns, please don't hesitate to post here in the Community. Have a wonderful day! :smile:
Not applicable

I'm looking for a similar report but I want to be able to...

I'm looking for a similar report but I want to be able to quantify the length of time it takes to fulfill (or ship in full) a sales order.  I'd like a report to show the sales order transaction history specifically on partial ship orders.  SO dated on (xx date) shipped on (xx date).  My end result is to report the length of time it takes to fulfill an order.
Active Member

Hi, I see that you are using enterprise so you have acces...

Hi, I see that you are using enterprise so you have access to Advanced Reporting. These kinds of reports can be built in Advanced Reporting.
Active Member

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hi there,

Similar to this request, could someone please guide me on:

how to run a report on ALL sales orders (invoiced or not) from the past 5 years but I do not want it displaying per customer. I'm trying to put together a report of which products were sold the most (so I want to display per Item # not by customer and show QTY). 

I do not want to run the report through invoices because the information there is inaccurate - I need the information based on Sales orders. 

 

Thank you so much !

Sabrina

QuickBooks Team

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Good day, rach3rd,

 

I can help you generate a Sales Order report in QuickBooks Desktop.

 

We can use a Transaction Detail report and filter the information you'd like to view. Let me guide you how to do that:

  1. Go to the Reports menu and select Custom reports.
  2. Choose Transaction Detail.
  3. Go to the Display tab.
  4. Edit the report date on the From and To fields, then mark Item Name, Item Description and Qty in the Columns section. (Please see screenshot.)

  5. Go to the Filters tab.
  6. On the Choose Filter section, select Transaction Type. Select Sales Order from the Transaction Type drop-down.
  7. Once done, click Posting Status from the filters. Mark Either.
  8. Click OK.

That should do it, rach3rd. You can now view the report with all the information you need.

 

You may also want to check this article to know more about report customizations in QuickBooks Desktop: Customize reports in QuickBooks Desktop

 

Please let me know if you need further assistance with QuickBooks. I'm always available to help you whenever you needed me. Have a great day!

 

 

 

 

 

Community Explorer **

Need help generating report

I have approx 2,000 customers in my Customer List.  I need to generate a report showing which customers have not conducted a transaction with my company within a given time period.  I suppose determining which customers were not invoiced within a given time period would be one way to determine this.  Can anyone help me to be able to generate this report?  I would like to be able to reach out to customers who used us in the past but have not recently.  Any help is much appreciated.

Community Explorer **

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Is it possible to run a customer report/list showing which customers have not been invoiced within a given period of time?  I would like to reach out to former clients.

QuickBooks Team

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hi there, bpaynetsep.

 

Thanks for joining the thread. I'm here with some insight to provide regarding the list/report that you're looking for.

 

While we don't have a report that'll indicate which customers haven't been invoiced within a period of time, you could export your customer list to Excel and pull up the Transaction List by Customer report. Then, you can compare both of them to identify which customers you need to reach out to.

 

The steps below will guide you with the process:

 

Exporting the Customer List to Excel

  1. From the Customers menu, select Customer Center.
  2. Click the Excel drop-down button.
  3. Select Export Customer List.
  4. In the Export window, choose Create new worksheet.
  5. Click Export.

To pull up the report

  1. From the Reports menu, select Customers & Receivables, then Transaction List by Customer.
  2. Set the correct From and To dates.
  3. Click Refresh.

Lastly, since the Customer List is in Excel, you can use it's Fill Color feature to mark the customer's you need to contact.

 

That should get you going in the right direction. Please don't hesitate to reach out to me again should you need further assistance with this. Have a great day!

Community Explorer **

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hi Aldrin.  Thank you for your help.  I appreciate it.

 

I would like to make a suggestion please:  A  "Customers Who Have Not Bought Anything Recently" report might be a great thing to include in future versions of Quickbooks.

 

This would greatly assist those of us with a large number of clients to determine which customers need attention and to target our marketing efforts more effectively.

 

Thank You!

Moderator

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Thanks for getting back to us, @bpaynetsep.

 

Allow me to jump in for a moment and help make sure this is taken care of.

 

This is a wonderful idea! I'll be sure to send your suggestion regarding this additional report directly to our Product Development team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

I also invite you to submit feedback and suggestions as well. Here's how:

 

1. At the top menu bar, go to Help and pick Send Feedback Online.
2. Enter your request/product suggestion, then Next.
3. Click Skip and send a message, then select Feedback as the Category.

 

That's it! Thanks for being a part of our QuickBooks family. Please post again should you have any additional questions or concerns. I'm always here to help. Cheers!

Active Member

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

I have a similar request about a historical Sales Order report. Thanks to your tip I have a report that is close to what I need. However I cannot get the Item description and Item Categories to populate at all. Can you assist? [email address removed]

Moderator

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hello, @gosprint.

 

It's good to hear that you're now able to pull up your historical Sales Order report. I'm here to help share some insights about having the Item description and Item Categories to populate on the report.

 

Currently, the Item description and Item Categories will not show up when pulling up the historical Sales Order report. This is because the report will only provide the highlight of the specific transaction. You can only see the item details if you'll open the Sales Order individually. 

 

However, to be updated with the latest news and updates from QuickBooks including product improvements, company news. I'd encourage you to visit the New Feature section of your QuickBooks. This way you'll be able to check out features that would be beneficial for you and your business.

 

To do that:

  1. Click on Help.
  2. Select on New Features.
  3. Then click on What's New.

This should get you moving today.

 

Please know that I'm just a reply away if you need further assistance with pulling up the Sales Order Report. I'll be around to keep helping. Have a great day! 

Experienced Member

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

can you help me ? I"ve recently become aware that Intuit is charging me $60.60 per month instead of our downgraded service of $19.97. I downgraded my services in 7/17/17 with a wonderful woman Maggie. I was sent an email last year our payment didn't process, due to a stolen credit card that was disabled. I issued the new credit card and have just been made aware that since that point they have been charging me $60.60 instead of our $19.97 regular service. I tried to immediately down grade the account online and was unable to  since they insisted that our old bookeeper (2014)  was the MASTER ADMIN. I showed them the email where she states she is off the account even. We have now, after 10 days and countless emails and phone calls 4.3 hours long, gotten the MASTER ADMIN to be me again. I have now down graded the account and they  now REFUSE TO GIVE ME A $406.30 ( $60.60 instead of $19.97 a month) that I have been overcharged since MAY 2018. Who do I contact to rectify this matter? 

QuickBooks Team

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hey there, Parisgordon.


Thanks for being part of the QuickBooks family. I appreciate letting us know your experience when contacting our phone support about the subscription issue.


We’ll have to access personal details to look into billing. Since I'm unable to gather personal details here in the Community in order to pull your account, I recommend contacting our Technical Support Team again.


They can review your subscription details and provide a solution to rectify this issue. To save business time, you can either sign up to our callback process or chat directly with a support agent.


That should get you on the right track. Let me know how things go after reaching out to our Technical Support Team. I want to make sure this is taken care of. 

 

Experienced Member

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

I appreciate your sentiments. However when I spoke to this woman at length, 2.5 hours to be exact, after the MASTER ADMIN got cleared up.. she was Flipant  and ugly with me because she decided she had he upper hand and choose to say to me "NO" "your not getting a refund" this is your fault you need to take responsibility for it, you didn't pay attention. " What kind of comment is that. You TAKE my updated credit card on May 24th of 2018 and then you have a right to start charging me more than $19.97 a month out of the blue? And tell me that I have not right to change the charges.. I was speaking to them since MARCH 18th, to March 28th is 10 days !! IT took 10 DAYS For me to DOWNGRADE my service again.. and yet you tell me its MY FAULT I should have known? I don't even use QB. I am livid she spoke to me the way she did, I am livid I have to constantly deal with this. I am livid that I have to waste so much time. She said "In the future I suggest you read your agreements well"  ARE YOU KIDDING ME.  I am so done with QB I am sick and tired of this online... no one can communicate but by TEXT or email. Where is the real people that care? They an take your money but if you need something they could care less! 

Moderator

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hi, @Parisgordon.

 

I see you've been through a lot already in trying to sort out your billing issue with our support. This is not the kind of service we want you to experience.

 

I'd like to take care of this myself, however, no one in the Community forum can access your account. You'll need to contact our support again to re-investigate your billing charges, and if there is another way to rectify this issue.

 

I believe there are other agents that are willing to help you the best way they can.

 

Please visit us again in the Community if you need anything else. I'll be around to help however I can.

Established Member

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Hi Morgan,

I have Enterprise and followed your steps and got to "filters" but there is nothing that says "Transaction Type Drop Down List" and I can't go any further.

Moderator

Re: Hello Morgan P., You’ve got me here, and I'll help you fi...

Welcome to the QuickBooks Community, Angela S.

 

It's nice to see you here. I'm here to help guide you through locating the Transaction Type drop down when customizing a report.

 

A Transaction Type is one of the filters when customizing a report in QuickBooks. To locate this filter, please follow these steps:

 

  1. Go to Reports and choose Customers & Receivables.
  2. Select Transaction List by Customer.
  3. Click on the Customize Report button.
  4. Go to the Filters tab,
  5. Type in Transaction Type in the Search Filters field.
  6. Select Sales Order in the Transaction Type drop down.
  7. Click on OK.

To help you with the process, I've attached some screenshots below.

 

1.1.PNG

 

1.2.PNG

 

1.3.PNG

 

1.4.PNG For further guidance, you can also check out this article: Customize reports in QuickBooks Desktop.

 

That will do it. You should be able to customize the report after following these steps.

 

Let me know if you have further questions. I'm always here to answer them. Have a wonderful day!

Established Member

Re: Hi, I see that you are using enterprise so you have acces...

Hi. I would like to know how you would build the report in Advanced Reporting. This is the similar to what I would like to see. I am looking to see what shipped this month.
Established Member

Re: Hi, I see that you are using enterprise so you have acces...

Good afternoon. I am trying run a report in Advanced Reporting for very similar information. I am very new to Advanced Reporting. In my report I need to see sales orders that shipped. I am open to a report in QB or how to build in Advanced Reporting. Thanks in advance for your help.
Moderator

Re: Hi, I see that you are using enterprise so you have acces...

Thanks for allowing QuickBooks to serve your business needs, @Ceffler.

 

I want to ensure you'll be able to view the shipped sales orders of your business. Let me get you pointed in the right track.

 

To help you pull up the report that shows the shipped sales orders through advanced reporting, you'll need to reach out directly to our Customer Care Team. They have the tools to help you achieve the report that you wanted to see.

 

However, you have the option to use the Sales Order Fulfillment Worksheet. This will give you insight and access to all aspects of the sales orders process.

 

To access this, you'll need to enable the Advanced Inventory preference:

  1. Click on Edit at the top menu bar.
  2.  Select on Preferences.
  3. On the left pane, select Items & Inventory then Company Preferences tab.
  4. Select the Advanced Inventory Settings button.
  5. Go to the Site Operations tab and check the Sales Order Fulfillment Worksheet box.

After setting your preferences, you can start managing and fulfilling your sales order by selecting the Customers menu then Sales Order Fulfillment Worksheet.

 

To give you complete details about this process, you can refer to these resources below:

That should do the trick.

 

I got you covered if you have any other concerns about this or any QuickBooks related things. I'm just a reply away. Have a good one!