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TBMip
January 24, 2022
Question

QuickReport for Non-inventory Part item

  • January 24, 2022
  • 3 replies
  • 10 views

When generating a Quick Report from the item list, why do Non-Inventory Part items not show open Sales Order?

 

3 replies

RenjolynC
RenjolynC
Level 9
January 25, 2022

Welcome to the Community space, TBMip.

 

Let me share some insights about your inquiry.

 

The non-inventory items appear in sales process like Sales Quotes, Sales Orders, Sales Invoices, or Credit Notes. I've tried running a QuickReport for Open Sales Order by Item in my test company and can confirm that the transactions are showing up.

 

Here's a sample screenshot for a visual reference:

 

 

If none of the Sales Orders you created that includes the non-inventory items are showing up on the QuickReport, we can do the Verify and Rebuild Data. This resolves the most commonly known data issues within a company file. 

 

You can follow the steps in this article: Verify and Rebuild Data in QuickBooks Desktop.

 

Once done, restart your QuickBooks program and run the QuickReport again. I'd also like to share these articles to learn more about sales orders, reports and how you can customize them:

 

Please let me know how it goes after trying out the steps. I'll be around to help you out some more. Take care!

TBMipAuthor
February 1, 2022
@RenjolynC , thank you for answering.

The Sales Orders that includes the non-inventory items are still not showing up on the QuickReport from the Item list, but do show on the Open Sales Orders by item report.
Have you tried to run Quick report from the Item List on "Non-Inventory Item 1" in your test company file?
Thank you

 

MaryLandT
MaryLandT
Level 10
February 1, 2022

Allow me to step in and share how you can see the non-inventory item from the Sales Order on the Item QuickReport, TBMip.

 

You'll only see the item on the Item QuickReport once you convert the sales order to an invoice. Let me show you how to accomplish this.

 

  1. Go to Customers, then Create invoices.
  2. Enter the name of the customer.
  3. The Available Sales Orders window will appear.
  4. Mark the sales order you want to convert, then OK.
  5. Specify what to include on the invoice, then OK.
  6. Choose an option from the Billable Time/Costs window, or click Cancel, then OK.
  7. Click Save & Close.

 

Once done, go back to the Item QuickReport statement. The invoice will appear on the item.

 

Creating a sales order is part of your usual Accounts Receivable workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, please refer to this link: Learn the different ways you can track customer transactions in QuickBooks Desktop.

 

Keep me posted if you have follow-up questions about seeing the item from the sales order on the Item QuickReport. I'm always glad to help you.

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