date of Sales Orders

I can help you with generating the report that you need, @Hiroki.

You can run Open Sales Orders by Item report. This will show you open sales orders for each item within a specific date range. 

Here's how to create this report:

1. Go to the Reports menu and hover over to Sales.
2. Select Open Sales Orders by Items.
3. You can click the Customize Report button to modify the report based on the information that you need.
4. Click on OK once you're done.

Refer to the following article for further guidance on how to generate and customize your sales order report: Customize customer, job, and sales reports in QuickBooks Desktop.

Here's a reference that shows you more on how to customize your reports and save the current settings to be available for future use:

• Customize reports in QuickBooks Desktop
• Create, access and modify memorized reports

I'm always here if you need further help in generating the report that you need and or anything else. I'm always glad to help in any way I can. Have a great rest of the day!

Thank you for the reply, however, I think the question I posted gave you a wrong impression... the reports in your reply is not what I am looking for.

I am understanding that once Sales Order became packing slip or invoice, the original date on SO is changing to an updated date on packing slip and invoice.

For example:

12/01 I received PO and I entered it to QB, Sales Order#xxxx.

12/10 Products are ready to ship. I make SO#xxxx dated 12/01 to Packing slip with TODAY'S DATE 12/10.

12/10 I create invoice and send it to our customer on 12/10.

So, I need to generate the report of the top one, the date when I receive PO and entered into SO.

I see many reports in QB, however, so far it all shows the latest date (date for packing slip and invoice) instead of the original date. (date for Sales Order, when we received a PO)

I would like to see "how many PO we received" in the month.

I do not need to know if the SO is invoiced or not.

If anyone knows how to retrieve the data that I need from QB, I appreciate for the instruction.

Thank you,

Hi there, @Hiroki. 

Thanks for following up with us and letting us know that the Open Sales Report isn't what you're looking for. 

I wanted to jump on this thread and mention our Transaction Detail Report. With this report, you can customize it to only show your Purchase Orders and what time frame they were created, etc. I've included some steps to run the Transactions Detail Report below. 

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 each field you'd like on the report in the Columns section. 
5. Go to the Filters tab.
6. On the Choose Filter section, select Transaction Type. Select Purchase Order from the Transaction Type drop-down and any other modifications you need. 
7. Click OK.

Please let me know if this report works for you. I'll be sure to keep an eye out for your reply and look forward to chatting with you soon!

Thank you for the reply, however, that report was not the one I need...

I think PO that I meant is not clear. PO I meant is the one from our customer. Not our PO to our vendors.

I appreciate if anyone give any ideas to generate only the date that we input SO when we receive PO from our customer:

-Example-

1.12/01 Customer emailed us PO#123

2.12/01 We input PO#123 to QB and QB assigned SO#123456

3.12/01 at the same time, we order the product to our vendor. Our PO# is #abc.

4.12/10 We received some products from our vendor for our PO# abc. We input it to inventory in QB.

5.12/10 We ship it to our customer. Make SO#123456 to Packing Slip #123456. (SO and Packing slip are the same#)

6.12/10 We make it to an invoice #789ABC.

Above is an example of a flow of receiving a PO from our customer to send them an invoice.

We understand that SO# and Packing slip# are the same. 

What we would like to have is   "2.12/01 We input PO#123 to QB and QB assigned SO#123456".

The date we input our customer's order into QB.

Thank you,

Thank you for the reply, however, that report was not the one I need...

I think PO that I meant is not clear. PO I meant is the one from our customer. Not our PO to our vendors.

I appreciate if anyone give any ideas to generate only the date that we input SO when we receive PO from our customer:

-Example-

1.12/01 Customer emailed us PO#123

2.12/01 We input PO#123 to QB and QB assigned SO#123456

3.12/01 at the same time, we order the product to our vendor. Our PO# is #abc.

4.12/10 We received some products from our vendor for our PO# abc. We input it to inventory in QB.

5.12/10 We ship it to our customer. Make SO#123456 to Packing Slip #123456. (SO and Packing slip are the same#)

6.12/10 We make it to an invoice #789ABC.

Above is an example of a flow of receiving a PO from our customer to send them an invoice.

We understand that SO# and Packing slip# are the same. 

What we would like to have is   "2.12/01 We input PO#123 to QB and QB assigned SO#123456".

The date we input our customer's order into QB.

Thank you,

Hi Hiroki!

I followed the workflow you've shared and let me provide you the steps on how to run a report with the sales order's date.

Although the sales order (SO) has been invoiced already with a different date, the Transaction List by Customer report will still show us the date when SO was entered into QuickBooks Desktop. You can run the said report but let's customize it to remove non-SO transactions.

Follow these steps:

1. Go to the Reports menu. From the Customers & Receivables, select Transaction List by Customer.
2. Make sure the Dates are correct, then click the Customize Report button.
3. From the Filters tab, search and select Transaction Type.
4. On the Transaction Type drop-down, select Sales Order, then OK.

I've included this link if you need more help in running reports, customizing, and saving them: Understand reports.

Leave a comment if you need more help. I'm looking forward to assisting you again.

Thank you, 

You can run the said report but let's customize it to remove non-SO transactions

Though I did not understand above part, I just followed the given instruction.

The result is not what I am looking for...

The date we actually got the PO from our customer and input in QB was 12/10/2021.

And then, we shipped product on 12/23/2021. 

We save PO, SO, Packing Slip, Invoice and payment record in the other file so for this case, dates are as follows:

PO received                               12/10/2021

SO input in QB                           12/10/2021

Packing Slip made for shipping 12/23/2021

Invoice                                       12/23/2021

Payment                                     N/A

We would like to have a report that shows "SO input in QB 12/10/2021".

It looks like once SO changed to Packing Slip with new date, the date we originally input (this case, it is 12/10/2021) are gone... Does anyone know that QB keeps original SO date and somewhere to retrieve to make a report?

Thank you,

Hi there, @Hiroki. 

Thanks for following up with us and letting us know that the Transaction List by Customer report isn't what you're looking for. 

I recommend contacting our Technical Support Team. This way, one of our tech agents can review your account in a secure environment and have the tools available to screen share with you, and they can build the report the way you see fit. 

You can use the link I've included below to connect with an agent. 

• QuickBooks Desktop Support

Please know that you can reach out to the Community for support at any time. Take care, and have a wonderful day ahead! 

Thank you,

I actually tried to get a call twice today but both time the phone was disconnected for some reason.

It looks like online chat is not available.

I will try to contact to someone next year.