Issues with using the Sales Order function

Thanks for sharing the details of your issue with me, @Quic.

I’m here to share additional details to help you get around this issue. I recommend running our QuickBooks Tool Hub. This tool scans your QuickBooks Desktop (QBDT) software for unusual errors and fixes them right away. To start, you can follow the steps below.

1. Close QuickBooks.
2. Download the recent version (1.4.0.0) of the QuickBooks Tool Hub. 
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
6. Select Program Problems.
7. Then click Quick Fix my Program first.

For more details about the process, you can refer to this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Additionally, I’m adding this link that can walk you through the steps on how to convert your Sales Order to invoice. Read the Create an invoice for a Sales Order section for the step by step process: Create an invoice in QuickBooks Desktop.

If you have other concerns or questions about your sales order in QBDT, please let me know. I’ll be around ready to help.

Hi Jason,  Thank you for your reply.  I've installed the tool hub and run the diagnostics but the issue remains.  I cannot print or email a sales order unless it is blank.  Interestingly, once the diagnostic program is run, I could not close the QuickBooks Tool Hub without ending the program with task manager.   

Let me provide other troubleshooting steps to help fix the issue when printing and emailing sales orders, Quic.

Aside from running the QuickBooks Tool Hub, you can reset the TEMP folder permissions. Here are the steps you can follow:

Step 1: Check the folder permissions to the TEMP folder:

1. Press the Windows key + R to open the RUN command.
2. Type %TEMP% and press Enter.
3. Right-click an empty area of the temp folder, and choose Properties.
4. Select the Security tab.
5. Ensure all user names and groups showing on the Security tab have Full Control.
6. Once the permissions have been set to Full Control, save it as a PDF again within QuickBooks.
   
   

Step 2: Confirm you can print to your XPS (only for Save as PDF and Email issues):

1. Open Notepad.
2. Type Test. Select File and then Print.
3. Select the XPS Document Writer, and then Print.
4. Type a filename and save it to your desktop.
5. Go to your desktop and view the XPS document you printed from notepad.
   
   

I've added this article for other solutions: Troubleshoot PDF and Print problems with QuickBooks Desktop.

You can also browse the Troubleshoot common printer problems link for detailed steps about how to resolve these printing issues.

If you're getting the same results, I recommend contacting our QuickBooks Desktop Team. They can create a case to isolate and find a permanent fix of this issue.

I've gone through the steps and rechecked.  I can print and email a dummy sales order in the Cash account but not the one I want.  I reentered all the data for a new sales order and it still would not print or email.  It sets up to do the task and then prepares 10,000+ pages.  The only way to stop it is to use task manager to close out Quickbooks.

Hello, @Quic.

I understand how this function simplifies the transactions with your customers effectively. I'm here to guide you to get the assistance that you need. 

Since you've already performed the troubleshooting steps mentioned by my colleagues above, I'd recommend contacting our Technical Care Team again. They can perform screen-sharing sessions and check further about this issue.

Here's how to reach one of the live Technical Care Agents:

1. In your QuickBooks Desktop window, go to the Help menu.
2. Select QuickBooks Help or press F1.
3. Click Contact us and enter your concern,
4. Input your details and wait for the chat representative to connect.

You may want to consider checking our support hours to know the best time to contact us at your convenience.

I've added this article for your future task about tracking your business' organizations: Understand reports.

I'll be here if you need anything. Just click the Reply button to let me know. Take care,

Did anyone ever resolve this? I have the exact same problem. 

Did anyone ever resolve this?  I have the exact same question.

Hi there, @RHZOwner. Now that I'm here, let's work this out so you can get through this situation and be able to access, print your sales order without QuickBooks Desktop (QBDT) freezing.

Before anything else, may I ask if you've already performed the recommendation provided by previous representatives above? If yes, and the issue persists, you can consider running the QuickBooks Install Diagnostic Tool you can find in your QuickBooks Tool Hub. This feature automatically diagnoses and fixes possible data issues in your company file. I'll gladly input the steps below so you can proceed to complete your tasks. To begin, here's how:

1. Open the QuickBooks Tool Hub if it's not already open.
2. In the Tool Hub, select Program Problems.
3. Select QuickBooks Program Diagnostic Tool. Let the tool run. It can take up to 20 minutes.
4. When the tool finishes, restart your computer and relaunch QuickBooks.

If the issue persists, I'd recommend contacting QuickBooks Desktop Customer Care Team. This way, they can check and investigate on your account to determine the root cause of the issue. Visit this article for more information: Contact QuickBooks Desktop support.

In addition, here's an article in case you'd like to export your sales order out of you QBDT company file: Import and export data in QuickBooks Desktop.

@RHZOwner, let me know how it goes. Feel free to get back to me if you need further assistance with this. I'm determined to make it work so you can continue your tasks in QuickBooks. Stay safe, and have a good one.

I am having this same issue and I have QB Enterprise 23. I have tried all of the above with no luck.  I called tech support and they could not help. Was this ever solved? 

Hello, @STPOffice.

Thank you for reaching out regarding the issue you're facing. I understand how important it is to have this resolved. I'm here to help guide you in the right direction.

Since you've already performed all the troubleshooting steps above, I recommend contacting our Customer Care Support team for further assistance. They have the expertise to investigate this issue more thoroughly and provide a tailored solution.

Here's how:

1. Select QuickBooks Desktop Help from the Help menu.
2. Click Contact Us.
   
3. Type in a short description of your concern, then Continue.
4. Choose a way to connect with support.

For more details about our support availability, refer to this article: Contact Support. 

Once you've generated a sales order and successfully fulfilled it, the next step is to create an invoice.

Visit us again if you have further concerns about managing sales orders. We're always here to help.

I am also having a printing issue with Sales orders. (QB Desktop premier 2023).  I can print and invoice and I can print a sales order, but when I create an invoice from the sales order it prints the header but no item detail.  What is causing this?  I have tried  the fix printer issue utility and changing templates and continue to have the problem 

Hi there, @DebbieA. Let's work together to resolve this issue.

To start, it's important to ensure that the necessary columns are marked for printing in your sales order template. Here are the steps to follow:

1. Go to Lists and select Templates.
2. Find the sales order template and double-click it.
3. Click Additional Customization.
4. Select the Columns tab.
5. Put a checkmark under the Print columns for the item details you want to print.
6. Once you've selected the appropriate columns, click OK to confirm the changes.
7. Close the template customization window by clicking OK.

If you're getting the same result, let's perform some troubleshooting to identify what's causing the issue. You can utilize the Verify/Rebuild tool. The Verify function detects damaged data, while Rebuild attempts to rectify the identified data issues. This process also allows your QuickBooks software to refresh the data within the company file.

Here's how to proceed with the Verify Data process:

1. On the top menu, click File.
2. Choose Utilities.
3. Select Verify Data.
   
4. Click OK when you see the message, QuickBooks detected no problem with your data.
5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
6. Click Close or View Errors and take note of the specific error message.

Following that, here's how you can execute the Rebuild Data process:

1. On the top menu, click File.
2. Choose Utilities.
3. Select Rebuild Data.
   
4. Click OK if you receive a prompt to back up your company file.
5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
6. Run Rebuild Data again to make sure there's no error.

Furthermore, make sure your QuickBooks Desktop is up-to-date to benefit from the latest features and fixes.

Additionally, several sales reports in QBDT provide insights and analysis related to the company's sales activities. These reports can be customized according to your business needs.

If you need further assistance with sales orders, please don't hesitate to reach out. We're here to provide support. Thank you for reaching out to us, and have a great day!

Thanks.

That did not work, but I actually found a setting in preferences that was suppressing printing of zero dollar items.  Since we are a non-profit and give items away it was preventing the printing.