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When my company asked Intuit sales if it was possible to export a sales order to an excel file we were told yes, but I cannot figure it out even though I have 27 years in the IT field.
To be clear, I do nt
To be clear, I do not need to export a sales order report. I need to be able to export the sales order itself to an excel file.
Is this possible, if not is there an app that will add this functionality?
Let me provide clarification about exporting sales orders and invoices into an Excel file, mikehuntsbear.
I can see how exporting specific transactions can benefit your business. However, the option to do so is currently unavailable in QuickBooks Desktop. That said, I recommend sending a product suggestion through the Feedback section. Your feedback directly goes to our product engineers who'll take note of the need for this functionality and consider adding it in future updates.
Here's how to do that:
Alternatively, you can consider using a third-party application that can help you with this task. While I can't suggest a specific one, you can check out the available supported apps here: QuickBooks Desktop Apps.
For more information on customer-related transactions, refer to this article: Accounts Receivable workflows.
In case you want to transfer info to and from QuickBooks, you can refer to this helpful guide: Import and export data in QuickBooks Desktop.
I'm just one post away if you have other concerns about exporting in QuickBooks, mikehuntsbear. Feel free to drop a reply below. Keep safe!
Thank you @AnneMariee for the clear and concise answer.
I do have another question when you have time. Is there a way to show live inventory quantity in Qb Desktop? Currently it shows quantity, and quantity on sales orders. We use qb mostly for inventory and this is a vital need. Thanks in advance and if i need to create a new post for this I will.
Do you need to export your SO out to Excel to get the following template?
Customer | Transaction Date | RefNumber | PO Number | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Item Line Class | Service Date | FOB | Customer Acct No | Terms | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Y | ######### | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Cabinets | 10 | Cabinets | 1000 | Net 30 Days | Non | |||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Y | ######### | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Hardware | 10 | Hardware | 50 | Net 30 Days | Non | |||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Y | ######### | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | (999) 888-8888 | Non | Blueprints | 1 | Blueprints | 500 | Net 30 Days | Non | |||||||||||||||||||||||||||||
North Street Bank | 03/09/2020 | 102 | Y | ######### | North Street Bank | One North Street | Anytown | NY | 12345 | USA | North Street Bank | One North Street | Anytown | NY | 12345 | USA | (888) 999-7777 | (888) 999-7778 | Non | Carpeting | 100 | Red Carpet | 10 | Net 30 Days | Non |
I am glad to hear that @mikehuntsbear found my colleague's steps helpful.
To begin with, you can check the real-time inventory quantity by viewing the On Hand column. Let me help you by sharing a quick guide on how to run a report. Here's how:
If you need additional assistance with resolving inventory discrepancies or balancing quantity and value, these articles provide comprehensive details:
Let us know if you have further questions about the real-time inventory quantity in QBDT. We are always here to help!
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