cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
martin-lewis
Level 1

How do i create parts picking lists before invoicing so i can give to staff for picking and packing?

 
1 Comment 1
GebelAlainaM
QuickBooks Team

How do i create parts picking lists before invoicing so i can give to staff for picking and packing?

The option to create parts picking lists before invoicing in QuickBooks Online (QBO) is unavailable, martin. However, you'll want to consider utilizing a third-party app that is available for integration. Let me guide you on where to find them.

Since we cannot suggest a specific app, you can visit our QuickBooks App Store to find an app that suits your needs. Here's how to proceed:
 

  1. Visit the QuickBooks Online App Store.
  2. If you're unsure which app to choose, use the search bar to enter a keyword or the transaction type you need to manage for your business.
  3. Click the magnifying glass icon to search and browse the suggested apps.
  4. Select the app that provides services relevant to your business to learn more about the app, including its contact details and support information.
     

If you have any questions about the integrated app within your Online account, please contact the app's third-party provider.Once you're ready to send an invoice, you can refer to these articles for further guidance:
 

Additionally, please check out this article for future reference with receiving payments: Record invoice payments in QuickBooks Online.

Whenever you have questions about picking lists and sending invoices in QuickBooks, I'm just a message away and eager to assist.