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CFernandez
Level 1

Why is there a difference between Total Open Sales Orders by Customer and Total Open Sales Orders by Items reports, in QuickBooks Desktop?

When I run the Open Sales Orders by Customer report, I get a lower total than when I run the Open Sales Orders by Items report.  Some items are missing from the Sales Orders by Customer Report. Why?

3 Comments 3
FishingForAnswers
Level 5

Why is there a difference between Total Open Sales Orders by Customer and Total Open Sales Orders by Items reports, in QuickBooks Desktop?

@CFernandez  Off the top of my head, that sounds like there are Items that are not associated with a Customer.

 

If that is the case, I would expect that the Open Sales Orders by Item report would have blank spots in the Name column. Is that what you see?

FishingForAnswers
Level 5

Why is there a difference between Total Open Sales Orders by Customer and Total Open Sales Orders by Items reports, in QuickBooks Desktop?

Would that I could update my posts on here the way that the QB staff can. Alas.

 

On further thought, the Name column is probably for the Item name. There is likely a column you could add to the report related to Customers that would show the blank line I spoke about.

ChristineJoieR
QuickBooks Team

Why is there a difference between Total Open Sales Orders by Customer and Total Open Sales Orders by Items reports, in QuickBooks Desktop?

Here are a few potential reasons why we see the difference between the Total Open Sales Orders by Customer report and the Total Open Sales Orders by Items report in QuickBooks Desktop, CFernandez. I'll be here to lay out these pointers for you.

 

If you have partially invoiced some sales orders, those partially fulfilled orders may not show up on the Open Sales Orders by Customer report, even though they still have open items. It is a known case where partially open sales orders sometimes may not appear on the customer report.

 

We can also double-check if you have any custom dates, filters, or customization applied to one report. See this page for your guide: Customize reports in QuickBooks Desktop.

 

Furthermore, tax amounts can also differ from the totals of both reports. In this case, we can click each item on the report to see how much tax was applied for. I've added this screenshot for your reference:

102.png

 

Then, looking at the sales order number 7005, the amount that differs both report is the tax amount.

101.png

 

I'll be adding this article for your guide on how to save custom-generated reports: Create, access, and modify memorized reports.

 

We are still available to assist you further regarding this report's concerns. Keep us notified by adding your comment below.

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