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S
Skeptic
June 21, 2022
Question

Closed Sales Orders Still on Open Order Report

  • June 21, 2022
  • 3 replies
  • 0 views

Can someone provide direction as to why a CLOSED sales order would show up on OPEN sales order reports... until we open the order & email it. 

3 replies

LieraMarie_A
LieraMarie_A
June 21, 2022

Thanks for sharing your concern with us, @Skeptic. 

 

I've got your back! Let me share some troubleshooting steps to get this sorted out.

 

There might be an issue with your company file's data that's causing the closed sales orders to appear on the Open Sales Order report. I recommend running the Verify/Rebuild tool. Verifying it will detect any damaged data and fix it by rebuilding. It also allows your QuickBooks software to refresh the data inside the company file. 

 

Beforehand, make sure to create a backup copy. If there are changes that occur, having a copy allows you to restore it to undo the changes.

 

Follow the steps below on how to verify data:
 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
  4. Click OK when you see the message, QuickBooks detected no problem with your data.
  5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, here's how to rebuild data:
 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. Click OK if you receive a prompt to back up your company file.
  5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
  6. Run Rebuild Data again to make sure there's no error.

 

Additionally, it's best to make sure your QuickBooks Desktop is up-to-date. This way, you always have its latest features and fixes. 

 

Keep me updated on how this works on your end. I'm determined to help you succeed. Take care always, @Skeptic!

LieraMarie_A
LieraMarie_A
June 23, 2022

Hi @Skeptic,

Hope you’re doing great. I wanted to see how everything is going about the sales order issue you had. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

S
SkepticAuthor
June 23, 2022

I haven't performed the verify yet as I need to wait till no one is using the file. 

T
Triangulation
April 27, 2023

I'm having the same issue. I ran the Verify Data and it showed no issues. The sales order has been invoiced and paid.

F
FateCandylaneT
April 27, 2023

Thanks for joining in on this thread, Triangulation. I've come to share additional information to help you rectify the issue you've experienced.

 

As I've checked my resources here, there are no reported specific cases relating to your concern. You'll want to consider using the QuickBooks Tool Hub to resolve common issues and errors in your desktop file. Beforehand, let's ensure you've downloaded your QuickBooks Desktop account to its latest release.

 

Once done, we can now download and install QuickBooks Tool Hub. Here's how:

 

  1. Close your QBDT.
  2. Download the most recent version of the QuickBooks Tool Hub.
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. Once done, double-click the icon on your Windows desktop to access the tool hub.

 

For more detailed information, you can check out this reference: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Moreover, you can visit this article to guide you on how to add specific details and other customizations to your reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let us know in the comments below if you have additional questions or other QuickBooks-related concerns. We're always here to help. Keep safe!

T
Triangulation
April 27, 2023

I actually just found a fix. I printed the sales order and that seemed to satisfy it and it was marked closed after. Go figure.

Thanks!

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