Report showing Invoice Number, Sales Order Number and Purchase Order Number

We can generate the Transaction List by Customer report and customize it according to the details you need, @DOA.

However, please ensure that your invoice custom template has the S.O. # and P.O. # fields enabled. It will allow these numbers to appear on your transactions and reports.

Once done, you can proceed with the following steps:

1. Go to the Reports menu and hover your cursor over Customers and Receivables.
2. Select Transaction List by Customer and click the Customize Report button.
3. In the Display tab, select the fields you want to include, such as Type, Date, Num, P.O. #, and S.O. #, to personalize the report.
4. Click OK to apply the changes.
   
   

Please feel free to reply to this thread if you need further assistance with managing reports or any QuickBooks-related matters. We’re always here to help!