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Anonymous
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Solved
Best answer March 09, 2020

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Anonymous
Not applicable

Thanks for the advice all but just changing the name does not keep the sales order and invoice linked.  If I change the name on the sales order I have to delete the invoice and recreate it.  I just don't have the time for that.

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7 Comments
MarsStephanieL
QuickBooks Team

Yes, there is, @Anonymous.
 
You can change the name to transfer the transaction to another customer. Let me guide you through the steps.
 

  1. In your QuickBooks company, go to the Customers menu.
  2. Select Customer Center, Enter the name of the customer you wish to edit the transaction.
  3. In the Transaction section, double click the transaction you wish to change.
  4. Enter the name of the customer you wanted to transfer this transaction.
  5. Hit Save and Close.
  6. Confirm the changes.

 
I added a screenshot for your reference.

 

 

For future reference, you can also check out setting up and sending progress invoices in QuickBooks Desktop.
 
Count me in if you need anything else. I'm here to back you up. Have a good one.

Fiat Lux - ASIA
Level 15

@Anonymous 

As additional option, you may utilize the 3rd party migration tool to modify many transactions data in bulk.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

Anonymous
Not applicable

Thanks for the advice all but just changing the name does not keep the sales order and invoice linked.  If I change the name on the sales order I have to delete the invoice and recreate it.  I just don't have the time for that.

View solution in original post

JasroV
QuickBooks Team

Hi there, @Anonymous.

 

The only way to move the transaction to another customer is by changing the name, as what my colleague suggested above.

 

Moving forward, you'll want to ensure you select the right customer when creating a sales order to avoid errors and delays.

 

Also, in case accidentally apply a credit to an invoice, you can refer to this article for the detailed steps on how to remove it: Remove or unapply a credit from an invoice or bill.

 

Know that you're always welcome to post here anytime you need help. We're always here to have your back. Have a great day and more success in your business!

Anonymous
Not applicable

Ok I need to clarify something.  I have been a CPA for 27 years and I was not the one that was making the mistake.  Actually we made a separate Customer Account for one of our customers that have different divisions and our data entry person was selecting the wrong customer and I just discovered it.  So please do not be so condescending to me.  I know how to enter sales orders correctly! 

Fiat Lux - ASIA
Level 15

@Anonymous wrote:

Thanks for the advice all but just changing the name does not keep the sales order and invoice linked.  If I change the name on the sales order I have to delete the invoice and recreate it.  I just don't have the time for that.


You may also modify other data (e.g #PO) to change the link. The template of Invoice transactions data should be like this

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA[removed]          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA[removed]          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA[removed]          NonBlueprints1Blueprints500              Non
SRV
Level 1

They were trying to help? no one was condescending? They were nearly pointing out a fact. They do not know who you are (anonymous?) or your skill level. They were nice enough to give all of us FREE advice, and that should be appreciated.

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