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SophiaAnnL
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QBO uses a different transaction type for sales orders which works the same way, POOLTEK.

 

You can create an estimate to record the sale of your products from your customers. To do this, you can follow the steps given by @Jonpril_L.

 

Here's how:

  1. Go to the Plus icon.
  2. Under Customers, select Estimate.
  3. Select a customer and a date for your estimate.
  4. Choose an item or service under PRODUCT/SERVICE.
  5. Enter the quantity and the amount of your items or services.
  6. Click Save and close.

Of course, I will also send your request to our developers. It will be reviewed, just like other requests, and might get a chance of being included in a future update. Most enhancements in the program are usually based on the suggestions we get from users. 

 

Whenever we roll out new updates, we either send them through email, within QBO, or on our blog site. Please let me know if you need more help with entering transactions in QBO.

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