You're not doing anything wrong with the process, Ktbarthedoor. I'll provide some troubleshooting steps to get around this issue.
In QuickBooks Desktop (QBDT), you can create multiple purchase orders from sales orders, regardless of whether they are closed. One of the possible reasons why a sales order has been duplicated is that another user converted it.
You'll want to ask them if they did it, or you can also run the Audit Trail report to see who made the changes in your company file and what those changes are. You'll also know when it was specifically changed. Here's how:
- Go to the Reports menu, then choose Accountant and Taxes.
- Select Audit Trail.
- Click the Customize Report.
- Under the Display tab, choose the specific data you want to see in the columns.
- Select the date range of the report and click Ok.
Otherwise, let's use the QuickBooks Toolhub to fix this problem if you don't have other users. It is designed to fix various issues in QBDT accounting software. Follow these steps to proceed:
- Close your QBDT account.
- Download the most recent version of the QuickBooks Tool Hub and save the file somewhere you can easily find it.
- Open the file you downloaded (QuickBooksToolHub.exe).
- Follow the on-screen steps to install.
- When the installation finishes, open the Tool Hub on your Windows desktop.
- Select Program Problems and click Quick Fix my Program.
- Run the QBDT program and try to open your company file.
For more details about the process, refer to this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
Additionally, visit this article to view various workflows for recording customer transactions: Get started with customer transaction workflows in QuickBooks Desktop. This method efficiently tracks your cash flow while keeping track of sales, receivables, and profitability.
Please don’t hesitate to comment if you have any other questions or concerns besides selecting an item when generating sales transactions in your QBDT account. I’d be glad to assist you further.
