Let me share some information about delivery notes and a report that shows what products still need to be delivered, lindsey30.
A delivery note is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. We can print a delivery note in QuickBooks Online (QBO) by following the steps below:
- Go to Customers & leads and select Customers (Take me there).
- Choose the customer's name to display a list of their transactions.
- From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Delivery Note.
- Select the Batch actions dropdown, then tap Print delivery note.
- The print preview screen will open so you can select printing options, preview, and print.
The option to generate a report that shows what products still need to be delivered is unavailable in QBO. However, we can the “Sales and customers” group of reports to see your sales by products and services balance,
- Sales by Product/Service Summary: Your total sales for each product and service.
- Sales by Product/Service Detail: Your sale transactions by product or service.
To see your best sellers, what’s on hand, the cost of goods, and more, you can check out this article: Use reports to see your sales and inventory status. I've also included these articles for more details about reporting:
Additionally, you can also check our resources page for the list of articles you can use while doing business with us: Browse all Articles for your QuickBooks Product.
Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around and happy to help. Take care and stay safe!
