I have a sales order that we were only able to partially ship. Now the customer does not want the rest. I have invoiced for the partial amount. Then I marked the order closed, hoping that that would cancel the backorder. But the quantity backordered is still showing on the sales order and as a negative number in the item list. What's the correct way to do this so the sales order is closed out and inventory doesn't show a negative amount? I'm using QuickBooks Premier Desktop on a PC. Thanks.
Thanks for reaching out to us here, @DDWorks.
I'll share the steps on how you can record the backordered items. You're on the right track to close out the sales order and issued and invoice. For the backordered items, you'll want to create an inventory adjustment.
Adjust your inventory. See the image below.
Make sure your inventory status is now correct.
Please refer to this article for the detailed steps: Adjust your inventory quantity or value in QuickBooks Desktop.
By doing an adjustment, you'll be able to correct item's quantity and account it accordingly.
Here's a link that'll help you manage vendor-related tasks. Just choose a topic that fits your concern: Expenses and vendors.
Please leave a comment anytime below if you have other questions or concerns with inventory items. I'll be here for you. Have a great day ahead.
Thanks for joining this thread, dickkeegan.
If you're looking to cancel an order, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment and go over the available options with you.
They can be reached while using QuickBooks.
In the event you aren't currently using QuickBooks, you can also get in touch with them through our website.
Be sure to review their support hours so you'll know when agents are available.
If there's any questions, I'm just a post away. Have an awesome Friday!