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M
musicman1959
April 14, 2023
Question

How to make a quick repeat order with a new P.O. number

  • April 14, 2023
  • 1 reply
  • 0 views

When I get a repeat order I want to just revise the previous order with a new P.O. number, dates, ship via, pricing, etc.. But I don't want to lose the previous P.O. number in my customer's history. How do i do that?

1 reply

A
Archie_B
April 22, 2023

Hi, musicman1959.

 

You can use QuickBooks' Recurring Transactions feature to create a template that will allow you to reuse the information from the previous customer order.

 

To create a recurring template:

 

  1. Go to Settings ⚙.
  2. Select Recurring transactions.
  3. Click New.
  4. Select the type of transaction to create, and then select OK.
  5. Enter a Template name.
  6. Select a Type: Scheduled, Unscheduled, or Reminder.

 

Otherwise, if you want to make any existing transaction as a base template for a repeated transaction, you can also check out this article for the detailed steps: Create recurring transactions in QuickBooks Online.

 

I've also added this link so you'd know how to manage the recurring template: Edit a recurring template in QuickBooks Online.

 

Feel free to get back to me if you have other concerns about customer transactions. I'll be here to help.

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