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August 18, 2021
Solved

Missing Sales Order in a Customer

  • August 18, 2021
  • 1 reply
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An Open Sales Order # is not showing in a Customer when we create an invoice.  It shows all others except the one that is suppose to be there.  Please advise, thank you!

Best answer by AbegailS_

Hello there, @Erss.

 

I'd like  to help you figure out the proper action to take in fixing your sales order transaction in QuickBooks. 

 

To isolate the issue, let's try deleting the whole sales order transaction and the invoices link to it and recreate them and ensure to specify what to include on the invoice. To do this, here's how: 

 

  1. At the top menu bar, click Customer.
  2. Go to the Customer Center.
  3. Select Transactions.
  4. Click Sales Orders.
  5. Look for the sales order transactions you want to delete.
  6. Click Delete.
  7. Select Save & Close to apply the changes. 

 

Once you're done deleting the sales order, please check out the this link in recreating the sales order: Create a sales order

 

You can also check this article about recording sales transactions from customers in QuickBooks, please check out this article: Create an Invoice in QuickBooks Desktop.

 

In the meantime, you can review this guide about customer transaction workflows in your QuickBooks Desktop (QBDT) account. 

 

Please let me know if you have other questions about your sales order. I'm here to help. Have a great day!

1 reply

AbegailS_Answer
August 18, 2021

Hello there, @Erss.

 

I'd like  to help you figure out the proper action to take in fixing your sales order transaction in QuickBooks. 

 

To isolate the issue, let's try deleting the whole sales order transaction and the invoices link to it and recreate them and ensure to specify what to include on the invoice. To do this, here's how: 

 

  1. At the top menu bar, click Customer.
  2. Go to the Customer Center.
  3. Select Transactions.
  4. Click Sales Orders.
  5. Look for the sales order transactions you want to delete.
  6. Click Delete.
  7. Select Save & Close to apply the changes. 

 

Once you're done deleting the sales order, please check out the this link in recreating the sales order: Create a sales order

 

You can also check this article about recording sales transactions from customers in QuickBooks, please check out this article: Create an Invoice in QuickBooks Desktop.

 

In the meantime, you can review this guide about customer transaction workflows in your QuickBooks Desktop (QBDT) account. 

 

Please let me know if you have other questions about your sales order. I'm here to help. Have a great day!

ErssAuthor
August 18, 2021

There are too many Invoices linked to the SO.  No way to reenter everything.


We tried using QuickBook Tool Hub - Quick Fix my Program, and QuickBooks Program Diagnostic Tool

Also QB File Doctor.

 

The issue is still there. 

 

Please advise, thank you!

ErssAuthor
August 18, 2021

We changed the SO # from 9999 to 10000. 

Saved the SO.

 

Then the SO showed up when we opened up the invoice for the customer with the new SO #.  We then just change the SO # Back.  Its fixed.  yeahh!