Sales Order Item Report

I'll be here to provide some steps on how to generate sales order item report, @dklimited2.
 

We can run the Open Sales Orders by Items and customize it to show the total dollars of a specific item within a date range. Please follow the steps below to get this done right away:
 

1. Proceed to the Reports menu and hover over to Sales.
2. Select Open Sales Orders by Items.
3. Once the report is opened, click the Customize Report button to modify the report based on the data you need.
4. In the Display column, search Item so the report will show the item included on the Sales Orders. 
5. Select the correct date range.
6. Click OK when done.
7. Once finished, select the Refresh option to see the changes.

You can also utilize this article to personalize your statement in QuickBooks: Customize reports in QuickBooks Desktop.

• Create, access and modify memorized reports
• Combine reports from multiple company files
  
  

Feel free to post here again if you need further assistance in generating your sales order report in QuickBooks. I'm always around to help. Have a good one. 

I need all that have been sold. This gives me only those that are still open. In any given month some will be closed the day they are sold.

Hello there, @dklimited2.

Let me help share details in generating a report showing a list of all your sales orders in QuickBooks Desktop.

You can customize one of your transaction list reports to pull up a record of sales orders within a selected date range. I'll walk you through the steps on how to accomplish this.

1. Go to Reports.
2. Under Customers & Receivables, select Transaction List by Customer.
3. Select Customize Report.
4. Choose a report date range based on the sales orders you wanted to view.
5. On the Filters tab, select Transaction Type and Posting Status.
   • Transaction Type = Sales Orders
   • Posting Status = Non-posting
6. Click OK.

Here's an article to read and learn more about customizing a report: Customize Reports in QuickBooks Desktop.

I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Desktop.

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns about QuickBooks reports. I'll be here to lend a hand. Stay safe!

This lists the sales orders including delivery and sales tax. Also, it does not give me a total.

I need a total dollar figure of all widgets sold this month. Regardless of whether they have been invoiced or not.

This lists the sales orders including delivery and sales tax. Also, it does not give me a total.

I need a total dollar figure of all widgets sold this month. Regardless of whether they have been invoiced or not.

Thanks for your help.

Thank you for providing more information about your concern, dklimited2.

Let's run the Open Sales Orders by Item report and tailor it to get the information mentioned above. I'm here to walk you through how to do this:

1. In your company file, head to the Reports menu at the top bar to choose Sales and Open Sales Orders by Item.
2. Tap the Dates drop-down and set the correct period.
3. Click the Customize Report drop-down to open the Modify Report window.
4. Go to the Display tab and select the items you wish to add. For example, Item, Item Description, and Amount.
5. In the Filters tab, enter Transaction Type in the search field and choose Sales Order.
6. Select the status you wish to add, like Posting Status and Paid Status.
7. Press the OK button.
8. Use the Sort By function to customize the report based on the data you want to include.

Here is an article that goes into more detail about the basics of the reports in QuickBooks Desktop (QBDT): Customize reports in QuickBooks Desktop.  It covers topics such as setting report preferences and creating memorized reports, to name a few.

Furthermore, the following reference will show you how to keep track of your sales and expenses using predefined customer, job, and sales reports: Customize customer, job, and sales reports in QuickBooks Desktop.

Let me know how things go after you've completed these steps. I want to make sure you're all set with this concern. Have a wonderful rest of your day.

This is only returning Open Sales Orders.

I need all sales orders.

This is what I have filtered.

Date= This Month

Detail Level= All except summary

Item= Merchandise

Posting Status= Either

Transaction Type= Sales Order

Good afternoon and thank you for that additional info, dklimited2.

I want to make sure you get the report you're looking for in your QuickBooks Enterprise account.

In this particular instance you may consider reaching out to a member of the QuickBooks Desktop Support Team. Agents have specialized tools available, such as the ability to share your screen. With that, an agent will be able to work alongside you to help you build the exact report you're looking for. It's always helpful for them to see what you're seeing on your side. That way you'll be back to work as quickly as possible.

Here's how to get in touch with the team:

1. With QuickBooks open, press the F1 key on your keyboard.
2. Select Contact Us.
3. Enter Support in the field and click Continue.
4. From here you can begin a live chat session with an agent.

The following article provides these steps if you ever need them again in the future: Contact the QuickBooks Desktop Customer Support Team

Additionally, you may want to check out a few third-party apps that can help with report building and will integrate directly with your Desktop account. Here's where to find them: Apps for QuickBooks Desktop

Please don't hesitate to reach back out if you have any other question or concerns. I'll be here to help in any way that I can.