I am looking to export to excel a report exactly like the 'Sales by Item Summary" report except instead of the 'qty' showing how many were shipped I want to see how many were ordered regardless of invoice status.
Hello there, @AndrewCU. Let me share some insights about running a report that will show the order instead of the quantity.
You can customize your report. Also, you can run the Sales by Item Detail report instead. Let me show you how:
I'm also adding this article to learn more about customizing a report in QuickBooks Desktop: Customize reports in QuickBooks Desktop.
Then, you can memorize the report to save the customization for future use. Check this article for the detailed steps: Create, access, and modify memorized reports.
Let me know if you need more help in running reports. I'll be here to help you.
Thanks but not really what I asked. I am asking if there is a way I can see the quantity ordered per part not the quantity shipped or invoiced. Lets say that 10 pieces of a part was ordered by a customer. Lets say that 6 were invoiced and shipped. Currently the sales by item summary shows the quantity invoiced and shipped, 6, but I want to see the quantity ordered, 10. Thanks!
Thanks for coming back, AndrewCU.
In QuickBooks Desktop, we have the Inventory Stock Status by Item report where we can customize the column to show Order, Reorder Qty, and On Sales Order. Here's how to run the report:
We can also utilize the export report to Excel to customize this report. Here's how:
We can memorize the report to save the customization for future use. Just check out this article for more details: Create, access, and modify memorized reports.
Feel free to visit our Reports page for more insights about managing your financial reports in QuickBooks Desktop.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Have a great day ahead.
Not at all what I am asking. I am asking if there is a way to view by part the total number of units ordered. If customer A has ordered 500 units in the last year but only 200 have been shipped I want to see a report showing 500 units. All of the reports I find on QuickBooks show 200.
Good afternoon, @AndrewCU.
Thanks for reaching back out to the Community. Let me point you in the right direction to get this resolved.
Since none of the steps have worked for you yet, I suggest contacting our Customer Support Team for further assistance. They'll be able to take a closer look and walk you through some more steps. Here's how:
It's that easy!
Feel free to come back if you have any other questions or concerns. Have a great day!