How to get Sales Order that are marked as Closed in a report

I'm here to provide some information to run report showing the Sales order that are marked as solved, @lorisch.

In QuickBooks Desktop, we can generate an Open Sales Orders by Customer or Item report. We can add some filter to show the closed sales orders on the same statement.

Here's how:

1. Go to the Reports menu and hover over to Sales.
2. Select Open Sales Orders by Items.
3. Click the Customize Report button to modify the report based on the data you need.
4. In the Display column, search Item so the report will show the item included on the Sales Orders. You can also add other columns you'll need or remove those you don't. 
5. Hit OK when done.
6. Once finished, tick the Refresh option to see the changes. 

I've added an article for more details to personalize sales, financial, and expense reports: Customize reports in QuickBooks Desktop. It includes how to display specified columns and filter specific data.

Keep me posted for additional questions in running sales reports in QuickBooks or any system-related questions. I'd be more than happy to help. I wish you the best of luck and more power to your business!

Thank you for the suggestion.  I think this is giving me the Open orders.  I'm really looking for the Closed Sales orders.  Ideally I'm also looking for the line items of a sales order that are marked at Closed.

Thanks for getting back, @lorisch. 

To keep track of your closed transactions in QuickBooks Desktop, use the Open Sales Order by Item report. Simply add the Paid option to the Display column and the Closed or Either status to the Filter column. You'll be able to obtain the status of the sales order transactions this way.

Here’s how:

1. Select the Reports menu, then Sales.
2. Choose Open Sales Orders by Item.
3. Click the Customize Report button.
4. Under Display, select the date period.
5. Enter/select Paid in the Columns.
6. Go to the Filter tab.
7. Type in “Paid,” then select Closed or Either under Paid Status if you want to see both.
8. Under Current Filter Choices, click Transaction Type | Sales Order.
9. Press OK.

In addition, you can refer to this article about creating, accessing and modifying memorized reports. This way, you’ll be able to save the report if you want to use the same settings for future use.

Let me know if you need further assistance with reports. I’ll be around the corner to assist you. Have a great day!

Thank you RoseJillB, 

I went through the steps to customize the Open Sales Order by Item report.  It's giving me only the line items that are marked as Backordered and Paid.  I'm still trying to identify the Closed Sales Orders (cancelled order) and Closed line items (cancelled items on a order) on a Sales Orders.

Good afternoon, @lorisch. 

I appreciate you coming back and letting us know how those steps went. 

In this case, I recommend using a Transaction Detail report and customizing it to your liking. 

If this report doesn't show the information you need, I suggest contacting our Customer Support Team so we can use a screen share to take a closer look at your account with you. Here's how: 

1. Go to the Help menu. 
2. Hit the QuickBooks Desktop Help option. 
3. Tap the Contact Us hyperlink. 
4. Enter your question and press Let's talk. 
5. Scroll down and choose to Get a callback. 

It's that easy! 

We're always here to lend a helping hand. Keep us updated. Take care! 

Thank you Candace C for the suggestion.  I tried to call and was disconnected.  Then I went through 15 minutes of the online "chat" only to have the support person leave the chat in the middle of trying to get an answer. 

Did you ever get resolution? I'm looking for the same thing.