Open Sales Order Report

I appreciate your effort in calling our phone support team, NCFAB. I can help you resolve this data issue in QuickBooks Desktop.

Before we start, have you tried to perform troubleshooting steps with our phone representative? If not, we can do that here.

First, non-inventory doesn't track quantities on hand. They represent services, fees, or products that don't use stockpile. Thus, QuickBooks does not record quantities for non-inventory items.

To resolve this, we can run the Verify/Rebuild tool. Verify will find any corrupted files, and Rebuild will fix the corrupted data in the software.

Let's ensure we create a backup copy of your company file before doing the process. If changes occur, having a backup copy allows you to restore it to undo the changes.

Follow the steps below on how to verify data:

1. On the top menu, click File.
2. Choose Utilities.
3. Select Verify Data.
4. Click OK when you see the message.
5. If Verify finds an issue with your data, press the Rebuild Now or View Errors.
6. Click Close or View Errors and take note of the specific error message.

Next, here's how to rebuild data:

1. On the top menu, click File.
2. Choose Utilities.
3. Select Rebuild Data.
4. Click OK if you receive a prompt to back up your company file.
5. Press OK when you get the message "Rebuild has completed and proceed to the next step.
6. Then, run Verify Data to make sure there's no error.

However, If issue persist, I recommend contacting our QuickBooks Desktop support team. Doing so will enable them to find the root cause of this and will share some explanation why this is happening on your end.

Additionally, use these handbooks to address performance issues and optimize your company data file:

• Manage your data files to fix QuickBooks Desktop performance issues.
• Use the Condense Data Utility.

There you go, NCFAB. Feel free to swing by and add a comment if you have other concerns besides generating reports. Together, we can make it.

Did all of that when I was on the phone with QBs Support yesterday.

I did all of that when I was on the phone with QBs Support yesterday. 

I did all that on the phone with support yesterday. 

Thanks for getting back to us, NCFAB. Generating accurate report data is essential to ensure your record is correct.

Let me make it up to you by ensuring you can get a detailed explanation of why the Open Sales Orders by Customer report has entries with negative quantities and amounts instead of positive numbers.

The negative quantity or amount happens when you enter a sales transaction before creating a purchase entry (this is applicable for inventory items).

Since you have non-inventory items, I suggest double-clicking the line with a negative value. This way, we can drill down each transaction and determine what's causing this issue. I'll show you how:

1. From the Reports menu, select Sales.
2. Choose Open Sales Orders by Customer.
3. Add the necessary filters to generate the data.
4. Double-click the sales order that has a negative quantity or amount.
5. Review the entries.
6. Repeat to view all transactions with negative quantities and amounts.

If the report differs from what you've recorded in the program, I recommend contacting our QuickBooks Support Team again. They have tools to review the report to verify why the entries show negative and ensure this gets sorted out.

Here's how to speak with a representative:

1. Select QuickBooks Desktop Help from the Help menu.
2. Click Contact Us.
3. Type in a short description of your concern, then Continue.
4. Choose a way to connect with support.

You can also call the number in this article to speak with our support: Contact Payroll Team.

Additionally, I've added these resources to help you personalize, memorize, and modify the report settings to fit your personal style and business needs:

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

I appreciate your understanding on this matter. We're determined to fix your report and ensure you get the correct result.