Question

Sales Order Item Report

Forum|Forum|4 years ago
July 19, 2022
8 replies
67 views

I need to have a report that tells me the total dollars of a specific item on all the Sales Orders entered within a date range.

$5000 of item Widget entered From July 1st through July 15th.

QuickBooks Enterprise Suite

Rubielyn_J

Level 8

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:

Proceed to the Reports menu and hover over to Sales.
Select Open Sales Orders by Items.
Once the report is opened, click the Customize Report button to modify the report based on the data you need.
In the Display column, search Item so the report will show the item included on the Sales Orders.
Select the correct date range.
Click OK when done.
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.

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.

D

dklimited2Author

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.

J

JonpriL

Level 9

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.

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

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