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ALF53704
Level 1

Open sales orders with zero open balance

When I run an open sales order by customer report is shows sales orders with an open balance of zero.  The order was opened and invoiced correctly but still shows.  This order was written up as a work order but was at no charge due to warranty.  We want to keep the history for future service.  It is connected to the invoice.  I have deleted all blank lines and entered a date in the memo.  I am unable to "Mark as Closed" at the top of the window.  Why is this stuck in an open format?

1 Comment 1
JamesAndrewM
Moderator

Open sales orders with zero open balance

I'll share troubleshooting steps to help you remove a closed sales order.

 

You'll want to review the sales order and check for empty lines below the last item. If you find any, delete them, as they sometimes cause the issues. You may also open the sales order and try putting a period or a text in the memo box, then save and close.

 

If neither of the steps worked, you can utilize the Verify and Rebuild Data feature in your company file. It is to help us determine if there are issues with your company data. Here's how:

 

  1. Choose Window, then Close All.
  2. Verify Data. Choose File and Utilities. Select Verify Data. If you see:
  • "QuickBooks detected no problems with your data," no further action is needed.
  • A specific error message there may already be an article for it. Try searching for it on our QuickBooks Desktop support site for instructions.
  • "Your data has lost integrity" indicates data damage in the file. Continue to the steps below to Rebuild Data to correct the problem.

 

For detailed information about the steps, please visit this article: Verify and Rebuild Data in QuickBooks Desktop

 

You can visit this article you can use in the future: Customize reports in QuickBooks Desktop.

 

I'd be happy to hear any updates after performing the steps, as I want to ensure this is resolved for you. Don't hesitate to reach us again. Have a great day ahead!

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