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QB Sales Order

Is there a way to start a QB Sales order using the customers Account Number rather than typing the beginning of the name in the NAME:JOB Box?

1 Comment
QuickBooks Team

Re: QB Sales Order

Hello there, Paddy55.

 

I'd like to share some insights about managing Sales Order in QuickBooks Desktop. 

 

You can only search a Customer:Job on Sales Order using the customer name. It would also be nice to be able to use your customer's Account number and other information aside from customer when searching for a Customer:Job. We'll take note your preference for future product enhancements.

 

For now, I encourage you to regularly check out the latest QuickBooks updates and features through the What's New feature in your QuickBooks Desktop.

 

Here's how:

  1. Go to Help.
  2. Click New Features.
  3. Choose either the New Feature Tour or What's New.

What's New.PNG

 

We also have resources available to help you grow and manage your business, all you need to do is visit the QuickBooks Resource Center for more information.

 

Should you have other questions aside while working with Sales Orders in QuickBooks Desktop, feel free to reach back to me. I'm always happy to help.