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Sales rep transfer from sales order to invoice

Sales Rep is not consistently transferring from Sales Order to Sales invoice.  What is the fix for this besides Rebuild Data?


Thank you

1 Comment 1
QuickBooks Team

Sales rep transfer from sales order to invoice

Greetings, @juliebrown.


I appreciate the details you’ve provided. Allow me to share additional troubleshooting steps to resolve this.


You’ll want to download our QuickBooks Desktop (QBDT) Tool Hub. This tool helps you fix common errors with your company file. It also provides a set of steps for addressing different types of problems.


You can utilize this article on how to download and use our QBDT Tool Hub: Fix common problems and errors with the QuickBooks Desktop Tool Hub.


In addition to this, once the issue is resolved, you might want to check this link in case you want to add details to your invoice: Use and customize form templates. This can guide you on how to add a logo and change the font size of your invoice.


Let me know if you have any other concerns managing your sales rep in QBDT. I’d be more than happy to work with you again. Keep safe, and stay healthy.

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