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Raelin Abrahams
New Member
September 18, 2026
Question

Converting quote to delivery note

  • September 18, 2026
  • 1 reply
  • 7 views

When converting a quote to a delivery note I have to go to print or download and then it gives the option to convert to a delivery note , sometimes this option does not pop up and only give the option to print or download the quote, when the option does pop up to convert for quote to a delivery note , it will say saved but I have no idea where it is saved to? Please help

1 reply

Jovelyn_MQuickBooks Team
QuickBooks Team
September 18, 2026

Please note that you can only print a delivery note after converting your quote into an invoice. Given that process, you can follow these steps to generate a delivery note:

 

  1. Go to All apps, select Customer Hub, then click Customers & leads.
  2. Click the customer's name to display a list of their transactions.
  3. From the Transaction List tab, select the checkbox next to each invoice or sales receipt for which you want to print a delivery note.
  4. Select the Batch actions dropdown, then select Print delivery note.
  5. The print preview screen will open so you can select printing options, preview, and print.

 

On the other hand, please note that QuickBooks Online (QBO) does not create a standalone document type called a "Delivery Note." Instead, the delivery note you generate will automatically be saved to your computer's Downloads folder after the download process is complete.

 

If you still need further assistance, don't hesitate to leave a post below.

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