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AM-Danielle
July 18, 2024
Question

Total Sales Including Open Orders

  • July 18, 2024
  • 1 reply
  • 0 views

Is there any way to generate a report that shows a history of total sales per item INCLUDING the open orders that were pending at the time? The report that generates right now will only show the items that have already been invoiced, but we need to see a total number of all orders that have been placed...not just paid for.

1 reply

S
Shania_C
July 18, 2024

Thank you for sharing your concern here in the Community, AM-Danielle.

 

I'll be sharing some insights about generating a report that shows the history of total sales per item, including pending open orders in QuickBooks Desktop (QBDT).

 

To view a report displaying the historical total sales per item, you can run a Sales by Item Detail report and customize it according to your desired date. You can also run and customize the date of Open Sales Orders by Item report to view the open sales order transactions.

 

Moreover, please note that the report will only display the current open sales orders. Once a sales order is invoiced, its status changes to closed, and it will no longer appear in the report.

 

Therefore, it is not possible to generate a report for closed sales orders in QBDT. However, you can run a Transaction History report to check the Sales Order that was closed. Here's how:

 

  1. Open the Sales Order transaction.
  2. Go to the Reports tab, then click Transaction History.
  3. Review the list of line items.

 

I also encourage you to add your vote for this feature to be added by sending a feature request in the Feedback section within QuickBooks. Please know that we listen to our customer feedback and use it to enhance our services:

 

  1. Go to the Help option and choose the Send Feedback Online option.
  2. Click the Product Suggestion.
  3. Enter your feedback suggestion and select the Send Feedback button. To send the feedback.

 

In addition, I'll be sharing the following resources to help you personalize and manage your sales order in QuickBooks Desktop:

 

 

Please let me know if you have follow-up questions about your open order in QuickBooks or anything else. I'm always here to help. Stay safe, AM-Danielle!

A
AM-DanielleAuthor
July 18, 2024

Thanks but I was already aware of the Sales by Item Detail report, but that only shows the orders that have been invoiced already. Is there no way to see every sales order that was generated during a certain time period? It really shouldn't be this hard.

J
JamaicaA
July 18, 2024

There's no way to view the sales order generated in a certain period, Danielle. You'll want to send a request to our developers.

 

The system automatically updates the record as the orders are settled or invoiced. That's why running a report detailing a history of total sales per item with the pending ones is unavailable.

 

I recognize the convenience of pulling a report that generates those POs at a specific time. Since this is currently available, I recommend sending this idea to our Product Development Team. They will review it and may consider implementing depending on the no. of the user's request.

 

To proceed, follow the steps below:

 

  1. Go to the Help icon at the top menu.
  2. Select Send Feedback Online and then click Product Suggestion.
  3. Enter your request, then tap Send Feedback.

 

Keep an eye on your suggestions through this website and stay updated on recent developments by visiting our blog.

 

Check out this article for more details about personalization: Customize reports in QuickBooks Desktop.

 

Furthermore, save these materials to learn about the pick, pack, ship, and other sales order topics:

 

 

Drop me a line if you have further questions about handling sales transactions. I'll be here to assist you.

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