Thanks for your prompt reply, W8WCA.
I agree that the report would include the closed sales orders. If the report doesn't show any negative numbers for the Quantity and Amounts, you have the option to export it to Excel. Then, manually remove the closed sales orders you don't want to include.
To export, here's how:
- Go to Reports > Sales > Sales by Customer Detail.
- Click the Excel on the toolbar. To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
- If you want to format the data a specific way, select Advanced. This is optional. Note: The report must have less than 256 columns.
- If you see a message that says your report has too many columns, select Advanced. Select and uncheck the Space between columns checkbox, then select OK.
- You can also save your report as a CSV instead of an Excel workbook and have more columns.
- When youβre ready to export, hit OK. To open the report in Excel, you can also select Export.
For reference, you can read this guide: Export reports as Excel workbooks in QuickBooks Desktop.
You can also learn more about the different reports in QuickBooks Desktop and how you can customize them, by checking out these articles:
If you have more questions about the reports or need help with other task in your account, please let me know in your reply. I'd be glad to help you out again. Have a good day ahead.
