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T
TNB Neil
November 22, 2023
Question

Sales Orders report issue

  • November 22, 2023
  • 1 reply
  • 0 views

Why in QBD Premier after I updated to 2024 version has the way "Open Sales Orders By Customer" changed?

Previously when I would generate an invoice from a Sales Order for some line items or qtys of items, the sales order partially invoiced against would still show up in my  "Open Sales Orders By Customer" report. Now as soon as I generate an initial invoice for a portion of the sales order it is removed from the report. I can still see the sales order number in the "Open Sales Orders by Item" Report but not by customer. Is there any way to get the report to populate the way it did prior to the upgrade?

1 reply

A
Alex M
November 22, 2023

Hi there TNB Neil,

 

It's important that all your transactions are entered correctly for your books to be well balanced. QuickBooks Desktop is a great tool able to help you keep track of sales and expenses so you can see the profit of your company. I can point you in the right direction for assistance with reports.

 

For assistance with reports not showing properly when the data is grouped by customer, I recommend reaching out to the QuickBooks Desktop support team outside of the Community. They'll be able to view the affected reports and transactions with you in a secure setting to help make sure they appear correctly. You can reach them using the options outlined in the QuickBooks Desktop software support policies.

 

If you have any other questions, feel free to reach out here.

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