I have duplicate transactions, why doesn't it pick them up as I enter so that I don't have to do it over and over again.
Hello here, lbouchie.
Let's get this get straightened out for you.
QuickBooks only recognizes duplicate transaction numbers. QuickBooks allows you to save transactions as long as you are using a unique transaction number. It doesn't matter whether these transactions contains the same exact information.
You can set up QuickBooks to warm you every time the system detects duplicate transaction numbers.
Here's how set up warning for Bills:
For Purchase Orders:
For Purchase Orders:
That's it. Please let me know if you need anything else or questions about this. I'm always here to help.
Good morning, @bkobow! Hope your week is going well so far. :) I can definitely explain what situations that setting applies to.
In your Preferences, you can turn on alerts for duplicate numbers for the same transaction type. For example, QuickBooks will alert you for using a duplicate PO number on a purchase order, but not for duplicate purchase order numbers on a sales order.
What I can do is give that feedback to our developers for you. We always want to hear suggestions from our customers about what would help them in their business.
If you have any more questions, please don't hesitate to reach out through this post. All of us here in the Community are happy to help!
Thanks for following this thread, Kay181.
There’s a setting in QBO that will prompt you if a duplicate number for your check, bill, and journal number is used. We’ll have to go to the Other preferences section to turn on these features.
You can perform these tasks with just a few clicks. Here's how:
Please know the option to warn duplicate customer invoice number is unavailable at this time. Alternatively, you can personalize your invoice numbers to avoid duplication. Check out this article for more details: How to change the invoice number on sales forms.
Additionally, this guide contains resources that can help get acclimated to QBO processes and features. Make sure to click the topic to see the complete details on the article: Get started.
Don't hesitate to leave a comment if you have further concerns or questions about QuickBooks. I'm just around if you need help. Enjoy the rest of the day.
I think the issue that the original post was addressing is that if a customer sends you a PO and you create a Sales Order, process it and invoice it, how can you avoid having a duplicate order if the customer's PO is sent to you again? This is a very realistic situation and as it stands, seems like Quickbooks does not protect you from entering the same customer's order twice using their same PO #.
this could happen in so many ways. Two different employees enter the order in. Customer sends in the PO twice. It woudl be very important for QB to recognize and warn about this. It does so for Bills, why not for customer POs on a Sales Order?
It would be VERY helpful if Quickbooks could warn that a duplicate PO on a sales order already exits. That could save a lot of duplicate orders. Right now you would have to look at every sales order for that customer and that could take a LONG time.