Hello there, danielle_shopnig,
QuickBooks Online (QBO) doesn't have a Sales Order option. However, you can create an Estimate as a replacement and later on, convert into invoices. Both are non-posting transactions and will not be included on the Profit & Loss report.
Sales Orders help you record sales of products & services your customer orders. It then allows you to keep track of multiple orders & then combine them on a single invoice. On the other hand, an Estimate is a proposal for something for a specific price that you can turned into an invoice.
You also have the option to rename the transaction form from Estimate to Sales Order. You'll create an Estimate but your customer will receive a Sales Order. Here's how:
- Go to the Gear icon, then select Custom Form Styles.
- Locate the Estimate form, then under Action column, click Edit.
- Select the Content tab, then click the Title section of the form.
- Replace the Form names from estimate to Sales Order.
- Click the Done button.
I've attached screenshots below for your reference.
Please don't hesitate to leave a comment if you have further concerns about QuickBooks Online features. I'm just around if you need help.
