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:
- Go to the Lists menu and select Templates.
- Double-click the invoice template you're using, then click Additional Customization.
- From the Header column, make sure to select the Sales Rep, Ship Via, and other fields you'd like to be copied to the invoice.
- Select OK twice to save it.
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!
