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OfficeOona
March 27, 2024
Question

Sales Orders - Delete

  • March 27, 2024
  • 1 reply
  • 0 views

Hi, 

When I go to create an invoice & enter the customer's name, a box pops up with open Sales Orders that I can use to create the invoice, but I want to get rid of these.(Pic 1) They were created about 4 employees ago as a trial way to create internal PO's. We have since customized our estimates & use those regularly (& convert them to invoices) but I cannot figure out how to get rid of the old sales orders. 

When I google, it talks about going to the edit tab, then preferences, then the sales & customer tab & company preferences, but when I do this, there is nothing about sales orders.(Pic 2) Other answers say to access from the home screen, just above estimates, but there is nothing there either.(Pic 3) Does anyone have any ideas? I have looked in every possible place I can think of to find the sales orders, with no success. 

Thank you! 

1 reply

A
Alex M
March 28, 2024

Hi there OfficeOona,

 

Thanks for reaching out about your sales orders. QuickBooks Desktop is a great tool able to assist you in keeping track of your sales and expenses so you know the amount of profit for your company. I can point you in the right direction for assistance with these sales orders.

 

For help with these sales orders still appearing when creating invoices, I recommend reaching out to the QuickBooks Desktop support team outside of the Community. They'll be able to view these transactions with you in order to locate and make sure they don't appear when creating invoices. You can reach them using the options provided in the QuickBooks Desktop software support policies.

 

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

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