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Linking Report of Multiple Sales Orders to Their Respective Invoices

Is it possible to run a report or combination of reports that will link a sales order to the invoice it was billed on? 


We want to be able to look up a series of sales order numbers over a period of time (say 3 months), and show which invoices those sales orders were billed on without having to do a report for each sales order (we get hundreds a month) and invoice many times a day.


The issue is that our sales orders ship across multiple invoices, and our invoices have multiple sales orders on them. 


When you are billing only one sales order per invoice Sales by Item or Customer detail will pick up both, but when there are multiple all you get is "multiple" on those reports. 


I don't believe there is a single report that can show both, but perhaps there are two or three reports that can be exported to excel to provide all the info through something common (transaction number perhaps?)  If there is something simple we are missing it...





1 Comment 1

Linking Report of Multiple Sales Orders to Their Respective Invoices

Hello there yupkwondo,


In QuickBooks Enterprise, the report that will show you both the invoices and sales order in one place is unavailable.


You can run a Custom Transaction Detail report to show the details of the invoices and sales order, including transaction numbers separately.


Here’s how:


  1. Go to Reports at the top.
  2. Choose Custom Reports and select Transaction Detail.
  3. Click Customize Report, then hit the Filters tab.
  4. Under Transaction Type, select Invoice.
  5. Hit OK.


To pull up a Sales Order report, please follow the same steps. You can also export it to Excel to identify which transaction are linked to each other.


I added this article for your future reference about creating a report to show all payments on open Invoices and more: Customize customer, job, and sales reports in QuickBooks Desktop.


You can count on me if you have any other concerns.

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