Skip to main content
P
PharmaSD
February 9, 2022
Solved

Sales Orders to Invoice

  • February 9, 2022
  • 1 reply
  • 0 views

I am having an issue in which data entered into a Sales Order. Ie - Sales Rep and Ship Via and not being carried over from the Sales Order when I turn it into an Invoice. Why doesn't this data carry over from what was populated into the Sales Order? I have made sure to customize both of my templates for both the Sales Order and the Custom Invoice. Thanks  

Best answer by AlexV

Hello PharmaSD!


Sales Rep, Ship Via, and other data from sales orders will be copied over to the invoice. Let me show you how.


Let's first make sure that Sales Rep, Ship Via, and other fields that are present in the sales order are also available in the invoice. These data will not be copied if these fields are not added to the invoice. Please follow these steps:

  1. Go to the Lists menu and select Templates.
  2. Double-click the invoice template you're using, then click Additional Customization.
  3. From the Header column, make sure to select the Sales Rep, Ship Via, and other fields you'd like to be copied to the invoice.
  4. Select OK twice to save it.

 

Once done, convert the sales order again to invoice. Make sure to select the correct invoice template from the Template drop-down. You'll see that the said data are now in the invoice.


If the same thing happens, you'll want to rebuild your file. This tool scans your company file and fixes issues that cause this behavior. Please check this article for more details: Verify and Rebuild Data in QuickBooks Desktop.


I also added this article if you need help in running financial reports in QuickBooks Online: Understand reports. This includes links on how to customize and save them.


Please feel free to post any questions you have below. Let me know if you have further concerns. Thanks!

1 reply

JessT
JessT
February 10, 2022

Hello again, PharmaSD!

 

I can see that this is a duplicate of the one I replied to previously. Please use this thread going forward: https://intuit.me/3sxuxse

 

Have a good one!

P
PharmaSDAuthor
February 10, 2022

Hello JessT,

 

This is actually a different issue that I am having. The drop down selected for Sales Rep and Ship Via are not being carried over from the Sales Order. I have to reselect them when converting to an Invoice. Thanks again

AlexV
AlexVAnswer
February 10, 2022

Hello PharmaSD!


Sales Rep, Ship Via, and other data from sales orders will be copied over to the invoice. Let me show you how.


Let's first make sure that Sales Rep, Ship Via, and other fields that are present in the sales order are also available in the invoice. These data will not be copied if these fields are not added to the invoice. Please follow these steps:

  1. Go to the Lists menu and select Templates.
  2. Double-click the invoice template you're using, then click Additional Customization.
  3. From the Header column, make sure to select the Sales Rep, Ship Via, and other fields you'd like to be copied to the invoice.
  4. Select OK twice to save it.

 

Once done, convert the sales order again to invoice. Make sure to select the correct invoice template from the Template drop-down. You'll see that the said data are now in the invoice.


If the same thing happens, you'll want to rebuild your file. This tool scans your company file and fixes issues that cause this behavior. Please check this article for more details: Verify and Rebuild Data in QuickBooks Desktop.


I also added this article if you need help in running financial reports in QuickBooks Online: Understand reports. This includes links on how to customize and save them.


Please feel free to post any questions you have below. Let me know if you have further concerns. Thanks!

Terms & ConditionsAccessibility statement