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Dear Team,
What are the required 15 Reports for an Order Processor who uses QB Enterprise Desktop software?
OP Team |
Open Backorders Report |
Customer List Report |
Item List Report |
Sales |
Sales by Item Summary |
Order Fuld. Backend reports |
CA Latest Invoices |
Local State latest Invoices |
Out of State latest invoices |
TX latest invoices |
IL latest invoices |
Latest SO by Invoicer |
Thanks for checking in with us, Bagya1111.
I appreciate for providing us a screenshot. In QuickBooks Desktop, we have the Sales Reports where you can run the sales information related to customers, items, sales reps, pending sales, and sales orders. Just access the Sales by Customer Summary and Sales by Customer Detail to show you the details.
For customers and Receivables, we can run the A/R Aging Summary, A/R Aging Detail, and Open Invoices report to find out how much your customers owe and when it is due. Then, for the List report, just run the Account Listing, Price Listing, Customer Phone List, Vendor Phone List, Terms Listing to find lists of useful information about your company. To learn more about the reports available in QuickBooks, see the Understand reports article.
Feel free to visit our Reports page for more insights about creating and managing reports in QuickBooks Desktop Enterprise.
I'm just one post away if you need a hand with customizing reports or any QuickBooks related. I'll be here to ensure your success. You have a good one.
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