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reseting the sales order number back to one

reset the sales order number back to 1.. i am importing sales orders into qb, and i want the number

3 Comments
Anonymous
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Re: reseting the sales order number back to one

Hey there, @promorobert,

 

I appreciate your time joining us today. I can share some insights on how to update sales order numbers in QuickBooks Desktop.

 

At the moment, there isn't a way to reset the numbering preference in QuickBooks Desktop if you already have existing transactions created. You can, however, update the sales order's sequence by manually editing them one at a time. Here's how:

  1. Go to the Customers menu.
  2. Choose Customer Center.
  3. Click the customer name
  4. In the Transaction section, double click the Sales Order.
    SO.PNG
  5. In the S.O. No. field, enter the number you want to use.
    SO1.PNG
  6. Click Save and Close.

That should get you on the right track, @promorobert. IF it does not allow you to add a custom number, try checking your Preferences and turn off the duplicate number warning. Here's how:

  1. Go to Edit and click Preferences.
  2. Go to Sales & Customers.
  3. Click the Company Preferences tab.
  4. In the Sales Orders section, unmark the Warn about duplicate Sales Order numbers box.
    so2.PNG
  5. Click OK.

That should point you to the right direction. I'd be glad to continue assisting if you should have any additional questions. Wishing you and your organization continued success!

Not applicable

Need to reset automatic sales order number so it will increment correctly

I manually changed one SO # to 1234-Rev1 because there was a revision to the sales order.

 

Now ALL of my new sales orders, for all customers, automatically get SO #s with only the last digit incremented.   So I'm getting the following:

1234-Rev2    rather than 1235

1234-Rev3    rather than 1236

1234-Rev4    rather than 1237

 

I realize I inadvertently caused it to start incrementing the "rev#" at the end of the SO#, but how can I set it back to JUST a number for future SOs?  I cannot take time to manually find and enter the next sequential SO#.  I'm sure there is a setting somewhere in the software that controls this!

 

Thanks!

QuickBooks Team

Re: Need to reset automatic sales order number so it will increment correctly

Hi KelleyCanon,

 

You can pull up the Sales Orders for All Customers report to view the last sales order number used. Then, create a new sales order using the next sequential number to get this resolved. Let me guide you how.

  1. Click Customers menu at the top. Then, click Customer Center.
  2. Click the Transactions tab, then click Sales Orders (SO).
  3. Change the Filter by drop-down to All Sales Orders, then Date to All.
  4. Click the Run reports at the bottom. Then, click View as a Report.

Once done, create a new sales order and edit the number to correct the number in your next transaction.

 

I've attached some screenshots for you.

 

I've also added our page about income and expenses if you need some help articles for your future tasks.

 

Please let me know if you have questions. I'll be here to help you some more.

 

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