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J
JEGDOORS
February 9, 2023
Question

Historical Open Sales Orders

  • February 9, 2023
  • 1 reply
  • 0 views

Hello,

I have recently purchased a business that has been using QBDesktop for several years.  I am trying to compile a report that shows the dollar amount of open sales orders on any given day.

Daily, I use the Open Sales Order report to see how many $ of sales are currently in the queue. I would like to be able to compare this number to the same time period in the past. For example, using the Open Sales Order report, I can see that I have $90K in open sales as of 01/01/2023.  How would I find what the dollar amount of my open sales were for the same day in 2022? Or, what were my total Open Sales Orders as of 01/01/2022? 

Is there a way to generate this information?  It would most certainly be helpful in establishing trends and forecasting cash flow etc.

1 reply

M
Mark_R
February 9, 2023

I've got your back, @JEGDOORS.

 

You can customize the date range of the Open Sales Orders report to show the dollar amount as of 01/01/2022. Here's how:

 

  1. Open the Open Sales Orders report.
  2. Go to the Dates section, then enter 01/01/2022 in both From and To fields.
  3. Click Refresh.

Once done, you can now export the report to an Excel file and compile all the data into one file. Then, convert it to the trends you want to show.

 

I'm adding this article to learn how to customize reports: Customize reports in QuickBooks Desktop.

 

You may also want to memorize reports in QuickBooks Desktop. This way, you do not have to go through the customization process again. 

 

Come back to this post if you have other concerns or follow-up questions about running and customizing reports in QuickBooks. The Community team is always here to help.

J
JEGDOORSAuthor
February 10, 2023

This does not give me the information I need.  The report generated exactly "0" returns for Open Sales as of 01/31/2022. I know that I had more than $0 in Open Sales Orders on that date.

 

I want to be able to compare the data that shows on my Open Sales Order report to another point in time. If I pull my Open Sales Orders report, it gives a total of Sales Orders as of the report run date.  I want to see that same data for any other given date. 

C
ChristineJoieR
February 10, 2023

If you need to compare reports at a time @JEGDOORS, we will need to export the data from QuickBooks Desktop from excel. I'm here to guide you. 

 

We can customize the report date for this report, then export the data to excel. From there, we can compare the data from both files exported. 

 

Here's how:

 

1. In QuickBooks, go to the Reports menu and select Reports Center.

2. Find and open any report.

3. Select Excel on the toolbar. 

4. 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, choose the Update Existing Worksheet.

5. Once ready to export, select OK. To open the report in Excel, you can also press Export.

 

Additionally, you can review this guide about customer transaction workflows in your QuickBooks Desktop (QBDT) account. 

 

Also, I've added these articles to help you resolve unexpected behaviors while navigating around QuickBooks:

 

 

Please let me know if you still need to pull up another report from your QuickBooks Desktop account. I'm happy to provide more information. 

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