Partial Open Sales Orders NOT showing up on Open Sales orders Report

Hello there, dendoa.

I'd like to share what I know about Open Sales Order Report in QuickBooks Desktop.

Upon converting the sales order to an invoice, you'll have two options; the Create invoice for all sales order(s) and Create invoice for selected items. 

If you choose to Create invoice for all sales, it'll automatically convert all items and closed the entire Sales order. As a result, they'll no longer show in the Open Sales Order report. If you intend to do it partially, make to use the option Create invoice for selected items. 

You can check the transactions if they don't have the Invoiced In Full status.

Like this:

1. Go to Customers menu, then Customer Center.
2. Select Transactions tab.
3. Choose Sales Orders.
4. In the Date field, pick All.
5. Select the missing sales orders, then verify if they have the INVOICED IN FULL status.

I've also added this article learn more about reports in QuickBooks Desktop: Understand reports

You may check out this link if you'd like to personalize your own report: Customize customer, job, and sales reports in QuickBooks Desktop.

Let us know if you still have other concerns about the Open Sales Order report. We'll be here to help. Have a wonderful day.

Thank you.  Still does not answer why these open sales orders do not show up in the open sales order report.

Thanks for the clarifications, @dendoa.

Allow me to provide additional insights on how to get around this issue. You'll want to ensure you filter the dates to All of your Open Sales Orders by Customer report. This way, it'll show all partially open sales order. I'll show you how.

1. Go to the Reports menu in your QuickBooks Desktop (QBDT).
2. Hover to Sales and select Open Sales Orders by Customer.
3. Then select All from the Dates field. 

If this is not the case, let's perform some troubleshooting steps to isolate and fix this issue. I recommend updating your QBDT to the latest release to ensure the system is running on the newest patch and fixes. Then run the Verify Rebuild tool to fix this. This scans your company file for errors and self resolved them right away. Let me show you how.

To Verify:

1. Go to the Window menu and select Close All.
2. Then, go to the File menu.
3. Select Utilities.
4. Click Verify Data.

To Rebuild:

1. Go to the File menu.
2. Select Utilities.
3. Click Rebuild Data.

You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop. 

Once you're all set, you might want to check out these articles that can guide you on how to modify your reports and record your customers' payments:

• Customize customer, job, and sales reports in QuickBooks Desktop
• Record an invoice payment

Need more help with your sales order or reports? You can always add them in your reply. Our door is always open to help you anytime. Take care and more success in your business!

We have done all of the recommended fixes and we have so far found 11 open sales orders that aren't showing up. This is how we know what to bill so it is a HUGE issue. Sales orders are one of the reasons why we even use Quickbooks compared to other options. 

Thanks for coming back, @Amber P.

I appreciate for letting us know how it turned out after following the recommended steps. I'll get you pointed in the right direction to address your concern.

I recommend contacting our Customer Care Support team. They can take a closer look at this issue and raise a ticket to our engineering team if needed. This way, they can perform further troubleshooting to fix it.

Here's how:

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.

For more details about our support availability, refer to this article: Contact Support. 

Please update me how the call goes or if there's anything I can do. I want to help however I can. Good day!

Were you able to resolve this? We have the same issue and it is a major problem.

Being able to resolve this issue is our priority, RosieL.

But before we start, did you try the troubleshooting steps above provided by JasroV? If so, let's try deleting the invoice. To do so, open the invoice you wish to delete. Then click the Edit Menu and select Delete. You can also use the keyboard shortcut Ctrl + D. I've added a screenshot for your visual guide:

Once done, recreate the invoice first before deleting the other. Then, double-check if it's showing in the report. However, if the new invoice that you created is still not showing, I recommend reaching out to our support team so they can investigate this further. They also have the tools to pull up your account in a secure environment.

In relation to this, QuickBooks provides different reports that tell the different aspects of your business. Learn how QuickBooks generates reports so you'll be able to get the information you need: Understand Reports.

Got any other questions about sales orders or invoices? Well, don't you worry, you can always mention us and we're always here to help. Have a good day!

I had same problem and tried the fixes with no result.

I then noticed that when you open the sale which is not showing on the report (via the customer centre) there is a button on the top ribbon called "mark as closed or mark as open" I toggled with this to make the sale "open" and hey presto it now shows in my Sales Orders for all customers.

Hope it works for you!

I am having the same issue in Enterprise, this is causing so many problems, as I use this to verify billing. Quickbooks support cannot seem to fix the problem. Have you had any luck?

Our company is also having the same issue with missing sales orders from the Open Sales Order Report by Customer. Support has been contacted, all fixes have been attempted. For a sales order we knew was not fully invoiced but missing from the report, we simply made a small change that was non financial and saved. Then the sales order would suddenly appear in the open sales report when previously it had not. Its continuously happening that we now feel the data integrity is flawed. Can QuickBooks please address this issue or advise what is recommended at this point?  We cannot operate a business using unreliable software.

Hi there, ADCuser. 

There's still an ongoing investigation regarding the sales order fulfillment showing as completed instead of partial.

The best course of action we can take in the meantime is to reach out again to our customer support team and ask them to add you to the list of affected users. You'll then receive email updates and get notified once it's resolved. Here's how:

1. Log in to your QuickBooks Online (QBO) account.
2. Click the Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose to Have us call you to connect with us.

Additionally, I'll drop an article here to help you collect payments from your customers efficiently: Set up a recurring sales receipt in QuickBooks Online.

We appreciate your patience as we work on resolving this issue. If you have further concerns about your sales orders, click the Reply button. I'll promptly respond to your queries. Take care and stay safe.

Does anyone know if this issue was ever fixed by QuickBooks?  I am having the same problem with the Open Sales Orders by Customer report.  I can make a small change in the sales order to make it appear on the report again, but this is not a long-term fix.  Any help is appreciated!

I appreciate you for joining the Community, @Florida5500 

To address the issue, we recommend reaching out again to our customer support team.

Here's how:
 

1. Open QuickBooks.
2. Go to the Help menu, then select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter "QuickBooks Desktop Enterprise Open Sales Order by Customer report " in the field, then choose a way to connect with us.

Additionally, you can also use these articles to help you manage you QuickBooks Desktop reports:
 

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

While we're trying to find a solution, don't hesitate to ask me any questions concerning your sales orders. I'm here to help you 24/7. Thank you for your patience.

We are not using the Sales Order Fulfillment Worksheet.  We "Create an Invoice" directly from the Sales Order.  When the Invoice is only for a partial fulfillment of the Sales Order, it no longer shows up on the Open Sales Orders by Customer report, even though the Sales Order is NOT closed.  I have to go to the Sales Order, make a minor change, save it, and then it shows up on the report again (as described by others in this blog).  Is there a resolution for this issue?

I appreciate you getting back and providing clarification about your concern, @Florida5500.

When the sales order is converted to an invoice, you'll have the choice to Create invoice for all sales order(s) or Create invoice for selected items.

If you select the Create invoice for all sales order(s), the system will automatically convert all items and close the entire sales order. As a result, these sales orders will no longer appear in the Open Sales Order report. Therefore, be sure to use the Create invoice for selected items option, as a new window will appear in which you can modify the number of invoices to be fulfilled.

However, if the issue persists, I suggest utilizing the Verify and Rebuild tool. This helps find the most common issues in a company file. Let me show you how.

To Verify:

1. Go to the Window menu and select Close All.
2. Then, go to the File menu.
3. Select Utilities.
4. Click Verify Data.

To Rebuild:

1. Go to the File menu.
2. Select Utilities.
3. Click Rebuild Data.

You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

In addition, I'll include these articles to assist you in effectively receiving and recording payments from your customers:

• Record an invoice payment
• Record and make bank deposits in QuickBooks Desktop.

If you have any additional questions about your sales orders, I'm here to help you 24/7. Take care and stay safe.