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Level 2

Sales Orders Not Appearing in Income Tracker

Hello there,

 

I'm using QB Desktop Pro and we've recently started exploring using Sales Orders in our company to meet customer needs. 

 

I've been really enjoying the functionality within the Income Tracker, but unfortunately it doesn't appear that the first Sales Order I've created is reflected in it? It hasn't been invoiced, and was generated from an Estimate. The Sales Order does appear when running an "Open Sales Report by Customer" report, but not in the Income Tracker.

 

Any advice to get this working would be greatly appreciated! As this could aid our workflow and order management significantly.

Solved
Best answer March 09, 2020

Best Answers
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QuickBooks Team

Sales Orders Not Appearing in Income Tracker

I'd like to clear up some information, hsdkimberly.

 

Creating a sales order from an inactive estimate won't show up in the Income Tracker window. The information will be copied to the sales order, but the reports will only apply to the active estimates.

 

You'll want to delete the sales order and change the estimate status to active. Then, create the sales order again.

 

I'm adding this article for reference: Create a sales order.

 

Feel free to leave a comment on this thread if you have any additional questions or other concerns. Thanks.

View solution in original post

7 Comments 7
Highlighted
QuickBooks Team

Sales Orders Not Appearing in Income Tracker

Hi hsdkimberly.

 

Congratulations on posting to our QuickBooks Community page for the first time and joining our family! At the moment, there isn't a way to reconnect a Sales Order to an already existing invoice. However, if it hasn't yet been invoiced, these few simple steps will be able to help you:

 

1. Click the Transactions tab.
2. Select Sales Orders and choose the sales order you want to connect to an invoice from that list and open it.
3. Click on the Create Invoice drop-down and select Invoice
4. Select the option to create an invoice for all sales orders to add everything from the sales order to the invoice and modify the invoice as necessary.
5. Click Save and Close

 

These steps should help you figure out how to get your sales orders to reflect within the income tracker moving forward. If you need help with anything else, I'm just a click away!

Highlighted
Level 2

Sales Orders Not Appearing in Income Tracker

Hello and thanks for your reply!

 

I haven't created an invoice for this Sales Order yet. The intended workflow was to create a Sales Order based on an Estimate and then create invoices from the items on the Sales Order as they become ready to ship. 

 

Strangely.. I did just start testing out what you had said and it worked, so I then circled back to creating a Sales Order from an estimate, and in that case the SO did actually appear in the Income Tracker.. I'm not sure why the previous one I had created won't appear now, but there's some progress.

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Level 2

Sales Orders Not Appearing in Income Tracker

Oh! I had an idea immediately after posting that.. it appears that if the Estimate used to create the Sales Order from is marked as "Inactive", then the Sales Order will not appear in the Income Tracker regardless of its status. 

 

I'm guessing this is a bug and is not intended to work this way? As generally the Estimate status should have no reflection on the status of the Sales Order being created.

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QuickBooks Team

Sales Orders Not Appearing in Income Tracker

Hi there, hsdkimberly.

 

Thank you for reaching out in the Community.

 

What you've found out it right. The estimate has to be in Active status before copying it to a sales order. That way, the sales order will show up in the Income Tracker. It's working as designed to track the flow of transactions.

 

Please let me know what happens after running the tools.

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Level 2

Sales Orders Not Appearing in Income Tracker

Hello again,

 

I followed the steps and ran a Rebuild. The one SO that I created from the Active Estimate is still shown in the Income Tracker, but the one that was created from an inactive Estimate is still not shown. I also made a new Estimate, marked it as inactive and created a new Sales Order from that and it also did not display in the Income Tracker.

Highlighted
QuickBooks Team

Sales Orders Not Appearing in Income Tracker

I'd like to clear up some information, hsdkimberly.

 

Creating a sales order from an inactive estimate won't show up in the Income Tracker window. The information will be copied to the sales order, but the reports will only apply to the active estimates.

 

You'll want to delete the sales order and change the estimate status to active. Then, create the sales order again.

 

I'm adding this article for reference: Create a sales order.

 

Feel free to leave a comment on this thread if you have any additional questions or other concerns. Thanks.

View solution in original post

Highlighted
Level 2

Sales Orders Not Appearing in Income Tracker

Got it, thank you. I suppose that my workflow was the issue, then. After my customer had approved the Estimate and provided a PO number, I opened the Estimate, marked it as "Closed", (since it was now ready to move to the next step in the process of becoming a Sales Order ready for fulfillment) and then clicking "Create Sales Order" which would save the Estimate as Closed immediately before creating the SO. I didn't expect that the Estimate status would affect the Sales Order.

 

Thank you very much for the clarification! This should work just fine with creating the SO then closing the Estimate.

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