Reports and accounting

It's nice to see you here, @PDG610,


I can guide you with the steps on how to customize a report in QuickBooks before exporting it to Excel.


You will need to exclude the Item Description from the report so it doesn't export in the worksheet. Follow the steps below:


  1. On the Open Sales Orders by Item report, click on Customize Report.
  2. Under the Display tab, head to the Columns section.
  3. Make sure to remove the check mark for Item Description so it doesn't display on the report.
  4. Once done, press OK.


Please note that the report will get the item information from the item list. If the item number and name is added under one field, this will likely to show as combined when you export them. See this as an example:

Item List:




In this case, you will need to edit the item manually under Lists > Item List, or directly in Excel.


I'm also adding some related articles to help you learn more about the reports in QuickBooks:

Let me know if need additional assistance with this or have other questions with QuickBooks. I'll be right here to help. Have a lovely day!