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Join nowI am having an issue in which data entered into a Sales Order. Ie - Sales Rep and Ship Via and not being carried over from the Sales Order when I turn it into an Invoice. Why doesn't this data carry over from what was populated into the Sales Order? I have made sure to customize both of my templates for both the Sales Order and the Custom Invoice. Thanks
Solved! Go to Solution.
Hello PharmaSD!
Sales Rep, Ship Via, and other data from sales orders will be copied over to the invoice. Let me show you how.
Let's first make sure that Sales Rep, Ship Via, and other fields that are present in the sales order are also available in the invoice. These data will not be copied if these fields are not added to the invoice. Please follow these steps:
Once done, convert the sales order again to invoice. Make sure to select the correct invoice template from the Template drop-down. You'll see that the said data are now in the invoice.
If the same thing happens, you'll want to rebuild your file. This tool scans your company file and fixes issues that cause this behavior. Please check this article for more details: Verify and Rebuild Data in QuickBooks Desktop.
I also added this article if you need help in running financial reports in QuickBooks Online: Understand reports. This includes links on how to customize and save them.
Please feel free to post any questions you have below. Let me know if you have further concerns. Thanks!
Hello again, PharmaSD!
I can see that this is a duplicate of the one I replied to previously. Please use this thread going forward: https://intuit.me/3sxuxse
Have a good one!
Hello JessT,
This is actually a different issue that I am having. The drop down selected for Sales Rep and Ship Via are not being carried over from the Sales Order. I have to reselect them when converting to an Invoice. Thanks again
Hello PharmaSD!
Sales Rep, Ship Via, and other data from sales orders will be copied over to the invoice. Let me show you how.
Let's first make sure that Sales Rep, Ship Via, and other fields that are present in the sales order are also available in the invoice. These data will not be copied if these fields are not added to the invoice. Please follow these steps:
Once done, convert the sales order again to invoice. Make sure to select the correct invoice template from the Template drop-down. You'll see that the said data are now in the invoice.
If the same thing happens, you'll want to rebuild your file. This tool scans your company file and fixes issues that cause this behavior. Please check this article for more details: Verify and Rebuild Data in QuickBooks Desktop.
I also added this article if you need help in running financial reports in QuickBooks Online: Understand reports. This includes links on how to customize and save them.
Please feel free to post any questions you have below. Let me know if you have further concerns. Thanks!
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