Open Sales Order Report in QuickBooks Advanced Reporting

preview_player
Показать описание
Open Sales Order Report in QuickBooks Advanced Reporting:

If you have ever wished to see the Open Sales Order report by customer and item both then this video will show you the steps to build it in Advanced Reporting tool for the Enterprise users.

In fact, you can add as many dimensions as you want to this report. This QBAR tutorial video shows you the steps to add 4 dimensions. These dimensions are Customer, Item, Year and Month.

After learning from this video, you may try to add other dimensions like sales rep or any custom field to this template.

In case you need any help to build a customized report which suits your business need then please visit contact us:

Phone: +1-510-519-7806

There are some good training videos on

Here are some other useful resources.

1. Navigate and Use QuickBooks Advanced Reporting:
2. Learn About Filtering and List Boxes:
3. Learn about Dimensions and Expressions:
4. How to Edit a Budget:
5. How to Move Columns and Rows:
6. Use List Boxes to build reports:
7. Create a Syntax for an Expression:
8. How to Delete an Object:
9. Year over Year Comparison Report:

You can download some useful report templates and step by step guidelines to build these reports

Рекомендации по теме
Комментарии
Автор

Is there an adjustment to the expression that will allow the table to show the remaining balance of open orders? For example, a SO has 10 Qty but 5 were shipped & invoice, leaving the SO Partially open with 5 qty left . The current expression does not show the balance of the remaining open order and only shows the total of the SO that is not yet closed in full.

And thank you for the video! Very helpful and well laid out!

jeffreymaki
Автор

hi sir..i have quick book 2018 butt here is no advance reporting like you have?? what is the issue ???

SoftwareBank