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DOA1
November 29, 2021
Question

Partial Open Sales Orders NOT showing up on Open Sales orders Report

  • November 29, 2021
  • 5 replies
  • 0 views

Partially open sales orders NOT showing up on an Open Sales Order Report.  Does anyone have a fix to this huge bug in QB Enterprise?  

5 replies

A
Archie_B
November 29, 2021

Hello there, dendoa.

 

I'd like to share what I know about Open Sales Order Report in QuickBooks Desktop.

 

Upon converting the sales order to an invoice, you'll have two options; the Create invoice for all sales order(s) and Create invoice for selected items. 

 

If you choose to Create invoice for all sales, it'll automatically convert all items and closed the entire Sales order. As a result, they'll no longer show in the Open Sales Order report. If you intend to do it partially, make to use the option Create invoice for selected items. 

 

You can check the transactions if they don't have the Invoiced In Full status.

 

Like this:

 

  1. Go to Customers menu, then Customer Center.
  2. Select Transactions tab.
  3. Choose Sales Orders.
  4. In the Date field, pick All.
  5. Select the missing sales orders, then verify if they have the INVOICED IN FULL status.

 

I've also added this article learn more about reports in QuickBooks Desktop: Understand reports

 

You may check out this link if you'd like to personalize your own report: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let us know if you still have other concerns about the Open Sales Order report. We'll be here to help. Have a wonderful day.

D
DOA1Author
December 1, 2021

Thank you.  Still does not answer why these open sales orders do not show up in the open sales order report.

    JasroV
    JasroV
    December 1, 2021

    Thanks for the clarifications, @DOA1.

     

    Allow me to provide additional insights on how to get around this issue. You'll want to ensure you filter the dates to All of your Open Sales Orders by Customer report. This way, it'll show all partially open sales order. I'll show you how.

     

    1. Go to the Reports menu in your QuickBooks Desktop (QBDT).
    2. Hover to Sales and select Open Sales Orders by Customer.
    3. Then select All from the Dates field. 

     

    If this is not the case, let's perform some troubleshooting steps to isolate and fix this issue. I recommend updating your QBDT to the latest release to ensure the system is running on the newest patch and fixes. Then run the Verify Rebuild tool to fix this. This scans your company file for errors and self resolved them right away. Let me show you how.

     

    To Verify:

     

    1. Go to the Window menu and select Close All.
    2. Then, go to the File menu.
    3. Select Utilities.
    4. Click Verify Data.

     

    To Rebuild:

     

    1. Go to the File menu.
    2. Select Utilities.
    3. Click Rebuild Data.

     

    You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop. 

     

    Once you're all set, you might want to check out these articles that can guide you on how to modify your reports and record your customers' payments:

     

     

    Need more help with your sales order or reports? You can always add them in your reply. Our door is always open to help you anytime. Take care and more success in your business!

    M
    MatrixFencing
    November 24, 2022

    I had same problem and tried the fixes with no result.

     

    I then noticed that when you open the sale which is not showing on the report (via the customer centre) there is a button on the top ribbon called "mark as closed or mark as open" I toggled with this to make the sale "open" and hey presto it now shows in my Sales Orders for all customers.

     

    Hope it works for you!

      A
      Amie_Rogue
      April 3, 2023

      I am having the same issue in Enterprise, this is causing so many problems, as I use this to verify billing. Quickbooks support cannot seem to fix the problem. Have you had any luck?

      A
      ADCuser
      November 13, 2023

      Our company is also having the same issue with missing sales orders from the Open Sales Order Report by Customer. Support has been contacted, all fixes have been attempted. For a sales order we knew was not fully invoiced but missing from the report, we simply made a small change that was non financial and saved. Then the sales order would suddenly appear in the open sales report when previously it had not. Its continuously happening that we now feel the data integrity is flawed. Can QuickBooks please address this issue or advise what is recommended at this point?  We cannot operate a business using unreliable software.

      C
      CamelleT
      November 13, 2023

      Hi there, ADCuser. 

       

      There's still an ongoing investigation regarding the sales order fulfillment showing as completed instead of partial.

       

      The best course of action we can take in the meantime is to reach out again to our customer support team and ask them to add you to the list of affected users. You'll then receive email updates and get notified once it's resolved. Here's how:

       

      1. Log in to your QuickBooks Online (QBO) account.
      2. Click the Help button at the top right corner.
      3. Go to the Search tab, then select Contact Us.
      4. Enter a brief discussion with your concern, then click Continue.
      5. Choose to Have us call you to connect with us.

       

      Additionally, I'll drop an article here to help you collect payments from your customers efficiently: Set up a recurring sales receipt in QuickBooks Online.

       

      We appreciate your patience as we work on resolving this issue. If you have further concerns about your sales orders, click the Reply button. I'll promptly respond to your queries. Take care and stay safe.

      U
      ultrastrobe
      September 25, 2024

      I just discovered if you run the report based by Item vs. customer you will see the missing sales orders. Hoping this wasn't a fluke, nor is it the solution. The amount of money we pay every year for this, there's no reason this can't get resolved..

       

      MorganB
      MorganB
      September 25, 2024

      Thanks for sharing your findings, ultrastrobe.

       

      This info will surely be helpful to anyone who sees this thread encountering the same issue with the Open Sales Orders Report in QuickBooks Desktop.

       

      If you do continue to have any issues I recommend reaching out to the QuickBooks Desktop Support Team. This suggestion is made so agents can make note of your account details by collecting personal info, and then escalate the issue for you if need be. Here's how to get in touch with the team:

       

      1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
      2. Select Contact Us.
      3. Give a brief description of your issue, then select Continue.
      4. Sign in to your Intuit account and select Continue and then Continue with my account.
      5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
      6. Select to chat with us or have us call you.
       

      The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop Support

       

      Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.

      E
      Emlaws
      February 6, 2025

      Has anyone found a solution to this problem? We are finding open sales orders that are not populating on the open order reports. We have tried everything listed in this thread! Please help! We can not operate our business if we don’t know what our customers have ordered! 

      E
      Erika_K
      February 6, 2025

      Your efforts in going through the troubleshooting procedures in this thread are much appreciated, Emlaws.

       

      Recognizing the urgency of this matter. We'll collaborate to ensure you receive the precise, accurate report required for your business.

       

      Having completed the previous troubleshooting steps, we'll now download the QuickBooks Tool Hub. This tool is designed to identify and rectify common errors within the software, ensuring optimal performance and stability.

       

      I'll show you how:

       

      1. Close QuickBooks.
      2. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it.
      3. Open the file you downloaded (QuickBooksToolHub.exe).
      4. Follow the on-screen steps to install and agree to the terms and conditions.
      5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.

       

      The next step is to utilize the tools within the Tool Hub to address your issue. Choose the specific tool that corresponds to the problem you're experiencing. In your case, choose Company File Issues. You can then run either the Quick Fix my File or the QuickBooks File Doctor tool to automatically repair common data issues. If you require additional support, click the File Dr Help option.

       

      However, if the problem persists, I suggest contacting our live support team. We have specialists who can determine why the open sales orders aren't populating in the Open Sales Order report. They have the resources like screen sharing to identify the root cause of this issue.

       

      Lastly, I'll share these articles that will guide you through the techniques for generating accurate, relevant reports:

       

       

      We're always available for any concerns about pulling up reports or managing sales activities. Drop them in the comments below and we'll be here to help you out.

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