QuickBooks Enterprise - Searching for Sales Orders
Micah A. Parker avatar
Written by Micah A. Parker
Updated over a week ago

Product: Sales Orders


Whenever you first create a Sales Order by exporting out an inbound Purchase Order (850) from a Trading Partner Transaction Manager will record the Document # that was returned by QuickBooks.

Navigate: System Activity β†’ Integration Activity

Locate: Document #

In this example the Document # is 7004

You can easily search this number within QuickBooks to find the document that was created by your Trading Partner through a few easy methods.


Option 1 - Customer Center Listing


Navigate: Customers β†’ Customer Center

Select: Customer Name β†’ Transactions Tab

Set: Show to Sales Order


Option 2 - Sales Order Find Function


Select: Sales Orders (From Home Screen)

Navigate: Main tab β†’ Find

Enter: S.O. No. filter with the Document #


Option 3 - Last Created Order


If the Purchase Order export was the last created Sales Order to of happened - you can also simply select the Back Arrow to bring up the last created Sales Order

Open: Sales Orders (from home screen)

Select: Back Arrow

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