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Bagya1111
Level 2

Essential Reports for an Order Processor

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
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

Essential Reports for an Order Processor

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.