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T
tdswky
August 27, 2021
Question

QuickBooks Sales Report - Sort of...

  • August 27, 2021
  • 5 replies
  • 6 views

I'm trying to create a report like the Sales by Item Summary, but I want to pull the data from sales orders instead of invoices.  Is there a way to do it?

Thanks!

5 replies

Tori B
Tori BQuickBooks Team
QuickBooks Team
August 27, 2021

Hey there,@tdswky.

 

Thanks for coming to the Community for support. I hope you're having a great Friday so far. 

 

I think a Sales order by item detail report is just what you're looking for. This report will give you the option to customize it to fit your needs. I've included some steps below to run this report. 

 

  1. From the Reports menu, choose Sales, then Open Sales Orders by Item.
  2. Click the Customize Report button.
  3. In the Columns section, look for Item and Item Description and select them.
  4. Click OK and then Refresh.

For future reference, I'm also including this article: Customize reports in QuickBooks Desktop. This way, you can have additional information about customizing reports in QuickBooks Desktop.

 

I hope this helps. Please let me know if you're looking for something different. I'm happy to help you out anytime. 

 

Take care and have a fantastic weekend!

 

 

 

T
tdswkyAuthor
August 30, 2021

I don't want just open sales orders.  I want all sales orders for a given date range.

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
August 30, 2021

Welcome back to the Community, tdswky.


I’ll guide you through the process on how to run a report that will show sales orders for a given date range. Let’s open the Transaction Lists by Customer and tailor it to get the data you need.


Here’s how:

 

  1. Go to the Reports menu at the top to select Customers and Receivables and Transaction List by Customer.
  2. Press the Dates drop-down and choose the date range.
  3. Click Customize Report menu in the upper left to open the Modify Report window.
  4. Tap the Filters tab and enter Transaction Type in the Search filter field to select Sales Order.
  5. Click the OK button to save it.
  6. Once finished, tick the Refresh option to see the changes.

 

For additional reference, here's a link that will guide you on how to track your sales and expenses using predefined customer, job, and sales reports. Tap here to view the complete details. From there, you’ll see the lists of reports that you can customize.


Keep in touch if you have additional questions about building reports. I’ll get back to help and make sure you’re taken care of. Enjoy the rest of the day.

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