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talk2khurram
Level 3

Open Sales Orders by Item Report

Hi 

 

Can I see my close Sales Orders Items in Open Sales Orders by Item Report?

 

Open Sales Orders by Item.jpg

 

 

Kind Regards,

Solved
Best answer March 11, 2021

Best Answers
katherinejoyceO
QuickBooks Team

Open Sales Orders by Item Report

Hello there, @talk2khurram

 

Thanks for taking the time to post here in the Community. The Open Sales Order Report will only display those open and partially invoiced. 

 

As a workaround, you can run the Transaction Detail report instead. Then, filter the Transaction Type to Sales Order to show both open and closed transactions. 

 

For future reference, read through this article and learn about customizing your report to show the details that only matter to you and your business. 

 

Feel free to post more if you have additional concerns. I'd be happy to get back and help. 

 

 

View solution in original post

4 Comments 4
katherinejoyceO
QuickBooks Team

Open Sales Orders by Item Report

Hello there, @talk2khurram

 

Thanks for taking the time to post here in the Community. The Open Sales Order Report will only display those open and partially invoiced. 

 

As a workaround, you can run the Transaction Detail report instead. Then, filter the Transaction Type to Sales Order to show both open and closed transactions. 

 

For future reference, read through this article and learn about customizing your report to show the details that only matter to you and your business. 

 

Feel free to post more if you have additional concerns. I'd be happy to get back and help. 

 

 

View solution in original post

talk2khurram
Level 3

Open Sales Orders by Item Report

Hi @katherinejoyceO 

 

Thanks for providing problem-solving solution.

TVo
Level 1

Open Sales Orders by Item Report

An Open Sales Order by Item report has been run and there are MANY items with very old dates on them.  I cross checked in the Customer info and invoices were created for these items but did not turn SO into an invoice; therefore, lots of open SO.  Is there a way to close multiple SO by Item # or do we have to individually close each SO?  All of these SO are non-inventory items.

Thank you!

Catherine_B
QuickBooks Team

Open Sales Orders by Item Report

Hello, TVo.

 

Yes, you can close old sales orders that weren't converted into invoices. While the option to delete them by bulk is unavailable, you'll want to run the Open Sales Orders by Item or Customer. Then, filter the report dates and double-click on the transaction to open it. Let me show you how: 

 

  1. From the Reports menu, choose Sales.
  2. Select Open Sales Orders by Item or Customer.
  3. Set the Dates and then click Refresh.
  4. Double-click on the sales order.
  5. Under the CLSD (closed) column, check each line item and then click Save & Close.
  6. Click Yes to confirm the changes.
  7. Go back to the report and double-click on the next sales order to close.

Feel free to check out this link for your reference in handling customer transactions: 

 

Always know that we're here to help you with you questions. Take care and have a great day!

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