If your business is using the sales order function in QuickBooks, you need to know a couple of things:
1) There are reports that show the open sales orders by customer as well as open sales orders by item. Both of these reports are found in the Report Center under the Sales option on the left hand side of the window.
2) By default, neither of these reports actually shows the open balance on the sales order. The value that shows in the amount column of these reports is actually the original amount of the sales order, NOT the running balance of the order if you have made partial shipments against it.
The good news is that adding the true open balance of the sales order is easy to do. We just need to add another column to this report.
To add the open balance, click on Modify Report in the upper left hand corner of the report, scroll down the list until you find the "Open Balance" option, click on it, and then OK. Once you do that, your report will look like this:
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