QuickBooks Sales Report - Sort of...

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!

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

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.

I've already tried this, and it isn't what I need.  As I said, I need a Sales by Item Summary, but it needs to be based on sales orders instead of invoices.

Thanks for coming back for more support, @tdswky. 

I'd suggest you run the Open Sales Order by Item report. It only shows the open sales orders that haven't been invoiced. Then, customize and use filters to show the items of your choice. 

Read through this article to learn more about saving your current settings in case you'll need them again in the future: Create, access, and modify memorized reports.

Let me know if you have additional concerns. We're always happy to help you some more.