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hsdkimberly
March 9, 2020
Solved

Sales Orders Not Appearing in Income Tracker

  • March 9, 2020
  • 1 reply
  • 0 views

Hello there,

 

I'm using QB Desktop Pro and we've recently started exploring using Sales Orders in our company to meet customer needs. 

 

I've been really enjoying the functionality within the Income Tracker, but unfortunately it doesn't appear that the first Sales Order I've created is reflected in it? It hasn't been invoiced, and was generated from an Estimate. The Sales Order does appear when running an "Open Sales Report by Customer" report, but not in the Income Tracker.

 

Any advice to get this working would be greatly appreciated! As this could aid our workflow and order management significantly.

    Best answer by RenjolynC

    Hello again,

     

    I followed the steps and ran a Rebuild. The one SO that I created from the Active Estimate is still shown in the Income Tracker, but the one that was created from an inactive Estimate is still not shown. I also made a new Estimate, marked it as inactive and created a new Sales Order from that and it also did not display in the Income Tracker.


    I'd like to clear up some information, hsdkimberly.

     

    Creating a sales order from an inactive estimate won't show up in the Income Tracker window. The information will be copied to the sales order, but the reports will only apply to the active estimates.

     

    You'll want to delete the sales order and change the estimate status to active. Then, create the sales order again.

     

    I'm adding this article for reference: Create a sales order.

     

    Feel free to leave a comment on this thread if you have any additional questions or other concerns. Thanks.

    1 reply

    N
    Nick_M
    March 9, 2020

    Hi hsdkimberly.

     

    Congratulations on posting to our QuickBooks Community page for the first time and joining our family! At the moment, there isn't a way to reconnect a Sales Order to an already existing invoice. However, if it hasn't yet been invoiced, these few simple steps will be able to help you:

     

    1. Click the Transactions tab.
    2. Select Sales Orders and choose the sales order you want to connect to an invoice from that list and open it.
    3. Click on the Create Invoice drop-down and select Invoice
    4. Select the option to create an invoice for all sales orders to add everything from the sales order to the invoice and modify the invoice as necessary.
    5. Click Save and Close

     

    These steps should help you figure out how to get your sales orders to reflect within the income tracker moving forward. If you need help with anything else, I'm just a click away!

    H
    hsdkimberlyAuthor
    March 9, 2020

    Hello and thanks for your reply!

     

    I haven't created an invoice for this Sales Order yet. The intended workflow was to create a Sales Order based on an Estimate and then create invoices from the items on the Sales Order as they become ready to ship. 

     

    Strangely.. I did just start testing out what you had said and it worked, so I then circled back to creating a Sales Order from an estimate, and in that case the SO did actually appear in the Income Tracker.. I'm not sure why the previous one I had created won't appear now, but there's some progress.

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