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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.
Yes, there is, @Anonymous.
You can change the name to transfer the transaction to another customer. Let me guide you through the steps.
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.
@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.
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.
Hi there, @Anonymous.
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!
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!
@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
Customer | Transaction Date | RefNumber | PO Number | Terms | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | AR Account | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | [removed] | Non | Cabinets | 10 | Cabinets | 1000 | Non | ||||||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | [removed] | Non | Hardware | 10 | Hardware | 50 | Non | ||||||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Y | 15/09/2020 | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | [removed] | Non | Blueprints | 1 | Blueprints | 500 | Non |
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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