Missing Sales Order in a Customer

There are too many Invoices linked to the SO.  No way to reenter everything.

We tried using QuickBook Tool Hub - Quick Fix my Program, and QuickBooks Program Diagnostic Tool

Also QB File Doctor.

The issue is still there. 

Please advise, thank you!

We changed the SO # from 9999 to 10000. 

Saved the SO.

Then the SO showed up when we opened up the invoice for the customer with the new SO #.  We then just change the SO # Back.  Its fixed.  yeahh!

An issue that we are running into.  Once the SO # appears in the customer after we changed the SO#,  after a little bit it goes away.  Then we have to the same thing again.  Any permanent solution to this?

Being able to add the sales orders number to your invoices is my priority, Erss.

It's possible that you've added a duplicate sales order number. I'd suggest checking the transactions and ensure they aren't using the same details.

If the numbers aren't duplicate, let's perform some basic troubleshooting steps. To start, I'd suggest opening a sample company file. From there, create a sales order, then link it to the invoice. This helps us determine if this is a data issue.

1. Open QuickBooks Desktop.
2. From the No Company Open screen, select Open a sample file. 
3. Select any company file.
4. Once done, create a sales order, then link it to the invoice.
5. Check the result.

In case the issue persists, I'd recommend updating QuickBooks to the latest release. This ensures you have the latest features and fixes.

Also, I encourage running the Verify and Rebuild Data utility. The tool scan data issues within the company file and self-resolves them.

Additionally, you'll want to run the Open Sales Orders by Item or Customer. This helps you easily track your open sales orders in QuickBooks. Here's how:

1. From the Reports menu, choose Sales.
2. Select Open Sales Orders by Item or Customer.
3. Customize the report to filter the details you'd like to see.

Please come back and keep us posted on your progress in getting this missing open sales order number resolved. I'm always glad to help in any way I can. 

We are not looking to Delete any sales orders.

A closed sales order, or an open sales order, can show up or disappear from the customer when opening a new Invoice.  

The only work around that we have seen is by changing the SO #, then changing it back.  Even with that, the same SO can disappear again from the customer when opening another invoice.  Have to do the SO change again to get it to work.

I do appreciate your time in performing the troubleshooting steps shared, Erss.

We can investigate the unusual behavior for you. I suggest reaching out to our Phone Support Team so they can further check your account and what's causing the sales order not to show up when creating an invoice. Here's how: 

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

For more details about our support hours and type, you can check out this link: Contact QuickBooks Desktop support.

Meantime, you can follow the workaround you're doing or directly create an invoice from there. 

Let me know if you have other questions in handling your customer transactions. I'll be here to help!.

We ran all the fix QB things, files etc etc.  None of it works.  The help section usually asks us to pay to get anything resolved.  

We will just change the SO back and forth to make it easy.