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Level 2

Sales Order Report separate tax rows

I have created a report to show sales orders created.  However, it is showing two rows per sales order, a normal one and then one just for the tax.  Is there a way to get rid of that tax line?  It is not needed for this purpose and the report would look a lot cleaner without it.  I attached an image.  Thanks

Solved
Best answer 03-18-2019

Best Answers
Highlighted
Moderator

Sales Order Report separate tax rows

Thanks for getting back to us in the Community, @kfrem.

 

Allow me to chime in for a moment and help make sure that you'll get the report that you need in QuickBooks Desktop (QBDT).

 

First of all, I appreciate you following all the steps provided by my colleagues. Based on the screenshots you've given, did you created a custom report? If so, you can try pulling up the Custom Transaction Detail report instead and customize it to show all the columns that you need.

 

Here's how:

 

1. Go back to the Reports menu at the top, then pick Custom Report and Transaction Detail on the drop-down.
2. Click the Customize Report at the upper left, then go to the Display Tab.
3. Choose your preferred date under Report Date Range section.
4. On the Columns section, choose the columns that you want, then go to the Filters tab.
5. On the Choose Filter section, select the following:

  • Transaction Type and Items - Depending on what you want to show on the report.
  • Posting Status - Either.

6. Click OK.

 

24.PNG

 

That should help you get rid of the tax line. For future reference, you can also check out this article for more information: Customize reports in QuickBooks Desktop.

 

Give this a try and please let me know how it goes in the comment section. I'd be glad to answer should you have any follow-up questions or concerns. Take care and have a great rest of the week!

View solution in original post

9 Comments
Highlighted
Moderator

Sales Order Report separate tax rows

Hello there, kfrem.

 

Thank you for posting here in the Community. I'm here to help you run the report you need with the sales order transactions.

 

We can try running the Transaction List by Customer report and filter to Sales Order transaction type only.

 

Here's how:

 

  1. Click Reports at the top menu.
  2. Select Customers & Receivables.
  3. Click Transaction List by Customer.
  4. Click the Customize Report option.
  5. Click the Filters tab, and select Sales Order from the Transaction Type dropdown list.
  6. Click OK.
  7. Change the Date and click Refresh.

1.JPG

 

Let me know if this report helps, or you need further assistance. I'll be sure to get back to you.

Highlighted
Level 2

Sales Order Report separate tax rows

Thank you, that worked in that respect.  However, I was using a detail report before so now using that route, not all of my needed columns fill in.  Is there another way to get the same effect without compromising these columns?  Some of them are custom items, some are not.  Thanks

Highlighted
QuickBooks Team

Sales Order Report separate tax rows

Thanks for getting back to us, @kfrem

 

I appreciate you performing the steps provided by my colleague above. I'll help ensure you're able to get the customized columns you want to see on the report.  

 

Here's how: 

 

  1. Go back to Transaction List by Customer report page. 
  2. Click Customize Report.
  3. Go to the Display tab.
  4. Change the Date range
  5. On the Columns section, check the columns you want to add. You can uncheck the columns you want to remove. 
  6. Click OK.

Please see the screenshot below to show you the last four steps. 

 

 

I've got a great article that offers even more pointers on customizing reports through this link: Customize Reports

 

The steps above will help you run a modified report that displays your needed columns, @kfrem. I'll be here if you have any other concerns. Enjoy the rest of the day!

Highlighted
Level 2

Sales Order Report separate tax rows

I did this but some of my columns that are filled in on my original report, are left blank on this report.  I am able to select all the columns that I need; however, they don't all pull the information from my sales orders so some columns are left blank.  I attached a screenshot named Transaction List and one name MSL to show you what I mean. The Transaction list also shows different info for the "memo".  On our sales order we have a column that is named memo, and then the bottom memo box that we do not use. MSL Customer.PNG Transaction List.PNG

Highlighted
QuickBooks Team

Sales Order Report separate tax rows

Hello there, @kfrem.

 

Allow me to help share additional information about running reports in QuickBooks Desktop (QBDT).

 

The Master Shipping List -Customer report shows or customizes the report per line item, however, the Transaction List by Customer shows the report per transaction. This is the reason when customizing the report, they don't have the same information in the Item column.

 

To know more about running reports in QBDT, you may check this article: Understand reports.

 

You can also get in touch with our QuickBooks Desktop Support Team if you need additional assistance with checking your reports.

 

Please stay in touch if you have any other questions about running and customizing reports in QBDT. It's my pleasure to help you!

Highlighted
Level 2

Sales Order Report separate tax rows

Is there a better report to start with to have all of my needed columns displayed, without that separate tax line?  I have tried Reports>Sales>Sales by Customer Detail also.  This also does not fill in all of my necessary columns.  Any additional help on where to start is helpful.  Thank you.

Highlighted
Moderator

Sales Order Report separate tax rows

Thanks for getting back to us in the Community, @kfrem.

 

Allow me to chime in for a moment and help make sure that you'll get the report that you need in QuickBooks Desktop (QBDT).

 

First of all, I appreciate you following all the steps provided by my colleagues. Based on the screenshots you've given, did you created a custom report? If so, you can try pulling up the Custom Transaction Detail report instead and customize it to show all the columns that you need.

 

Here's how:

 

1. Go back to the Reports menu at the top, then pick Custom Report and Transaction Detail on the drop-down.
2. Click the Customize Report at the upper left, then go to the Display Tab.
3. Choose your preferred date under Report Date Range section.
4. On the Columns section, choose the columns that you want, then go to the Filters tab.
5. On the Choose Filter section, select the following:

  • Transaction Type and Items - Depending on what you want to show on the report.
  • Posting Status - Either.

6. Click OK.

 

24.PNG

 

That should help you get rid of the tax line. For future reference, you can also check out this article for more information: Customize reports in QuickBooks Desktop.

 

Give this a try and please let me know how it goes in the comment section. I'd be glad to answer should you have any follow-up questions or concerns. Take care and have a great rest of the week!

View solution in original post

Highlighted
Level 2

Sales Order Report separate tax rows

I no longer have the separate tax lines, however some SO's show up twice in my report.  I included a screenshot.  I need the detail level set to "All except summary" so all of my columns fill in, but then it duplicates some transactions.  Is there a way to fix this?  If I change my detail level to "Summary only", some of my columns do not populate.  I started my report as a custom transaction report and modified my filters and columns from there.  

Highlighted
QuickBooks Team

Sales Order Report separate tax rows

It's nice to see you again in the Community, @kfrem.


I replicated your situation using my sample company file. This confirmed that selecting All Except Summary as the Detail Level displays the individual line items per specific sales order causing the report to show the same transaction number many times.


Here’s a screenshot for visual reference:

 


I recommend filtering the report to Summary Only or exporting both reports to Excel and edit from there. Here’s how:

  1. Click the Excel drop-down at the upper portion of the report.
  2. Choose to Create New Worksheet
  3. Select the appropriate option in the What would you like to do with this report? section.
  4. Hit Export.

excel 1.PNG

excel 2.PNG

Now, go back to the report and change the filter. Once done, follow the same steps to export the report. For more information, check out this article: Export report from QuickBooks Desktop to Microsoft Excel.


That should get you pointed in the right direction.


Keep me updated on how this goes. I’m always here to help should you need anything else. Have a good one!

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