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Level 3

Sales order to migrated to Quickbooks

I understand that Sales orders are not converted when we migrate to QuickBooks We have over 100 Sales orders in MYOB 2019.14 where our orders are yet to be delivered to the customer however a deposit / prepayment has been paid against these orders. Other orders recorded in our system have received double payments. These orders are significant to our business, and the fact they cannot be transferred (per my understanding) will result in significant problems :-(, Any ideas as to how we can overcome this problem will be appreciated. Thanks as always for the incredible support.
7 Comments
QuickBooks Team

Re: Sales order to migrated to Quickbooks

Hi Koala,

 

To preface this, deposits and prepayments for sales orders (called quotes in QuickBooks) are recorded once the order is converted into an invoice. So just want to clarify in your QuickBooks file, are the sales orders unapplied, and the payments unapplied as well?

 

For this situation I would recommend doing a bank reconciliation for the period, as this will help you identify which payments are doubled and which sales order payments should be applied to which sales order. The reconciliation menu will also allow you to delete doubles by selecting and editing the payment you want to delete - when the payment shows up, simply click on the More button on the bottom of the page and then select Delete. 

 

Once you're able to reconcile the account, or at least identify what all the payments are, you can then convert the sales orders into invoices and then apply the payments to them.

 

Let me know if you need further help on this!

 

Bonny

Level 3

Re: Sales order to migrated to Quickbooks

Hi Bonny, Thanks for your quick and detailed response as always. I may not have communicated effectively. My question is with regards to the migration of the sales orders in our existing system (MYOB 19.14) to QuickBooks. I understand that sales order are excluded from the migration processes. Is this correct? and if so this will cause us a lot of problems especially as we have over 100 sales orders and payment have been applied. (dating back to 2017). Do you know how you other clients manage this process? Hopefully this helps explain further. One a side note.. I cannot use the rich text option when sending questions (using Google Crome) - so apologies for sending in this format thanks once again :-)
QuickBooks Team

Re: Sales order to migrated to Quickbooks

Hi Koala, 

 

Thank you for the clarification! 

 

You are correct on how Sales Orders would not be migrated from your previous accounting software. 

 

I have reached out to our data migration specialist to seek advice and will get back to you once I have an update. 

 

In the meantime, I would like to suggest consulting with your accounting professionals and see if they can be manually entered into QBO as opening balance. 

 

Thank you. 

Level 3

Re: Sales order to migrated to Quickbooks

Thank you for your quick response as always. Your services and response time is exceptionally quick and thorough. It will be appreciated if you can please reach out to your data migration specialist ASAP. Unfortunately, I have been advised that opening balances will not be a solution (invariably our orders change) We will also be required to produce a full invoice once all the goods have been received. Thank you and look forward to hearing back from you. Once again.. thank you so much for all your assistance.
QuickBooks Team

Re: Sales order to migrated to Quickbooks

Hi Koala, 

 

Thank you for following up on this. 

 

Followed up with our data migration team on your situation. We would like to suggest exploring 3rd party App options that intergrates with QBO to import the quotes. 

 

Here is a link to the search results for Data Syncing Apps on apps.intuit.com:

 

https://apps.intuit.com/app/apps/home?categoryId=Sync-Data

 

Please take a look and see if they are useful for you. Thank you and it has been our pleasure supporting you on this. 

Level 3

Re: Sales order to migrated to Quickbooks

Thanks for the reply :-(

 

Unfortunately these apps will not meet our one off requirements.  Are there any other suggestions as without this ability (and the limited ability to customize all templates (Purchase orders, quotes etc)  we may need to reconsider if QB will meet our business requirements.

 

Thank you once again for all your support and extensive time spent answering my questions.

Highlighted
QuickBooks Team

Re: Sales order to migrated to Quickbooks

I'd like to answer with your follow-up question, Koala.

 

At the moment, the other workaround we can suggest is use the App Center to look for apps that offers more sales form customization (Purchase Orders and Statements). As previously shared in the earlier threads, quotes, invoices, and sales receipts can be customized in QBO.

 

You can also reach out to the app's support just in case you have additional questions about their product.

 

Don't hesitate to visit us again whenever you need more help with QuickBooks.