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s-wilmot-gomtc-c
Level 1

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

 
7 Comments 7
JamesM4
QuickBooks Team

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

Hi there, 

 

Glad to have you connect with us here in the Community. It's essential you're able to create a packing slip and I'll be glad to show you how. The program offers all the tools and the resources that help you streamline your accounting. 

 

Here's how you can create/print a packing slip in QuickBooks: 

 

1.  Go to Customers & leads and select Customers > Select the customer's name to display a list of their transactions. 

2. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Packing Slip.

3.  Select the Batch actions dropdown, then choose Print packing slip. 

4. The print preview screen will open so you can select printing options, preview, and print.

 

Give this a try and let me know how you make out. I'll be one message away in case you need anything else. Otherwise, I wish you a great rest of the week. 

 

dvaryani98
Level 2

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

Hi @s-wilmot-gomtc-c ,

I am facing the same issue at my company. Being a software developer, I developed a web application which solves the exact problem that you described.

This it the link to my tool.

https://quickship-quickship.koyeb.app/

 

Happy to help!

 

 

 

Accounting Cor
Level 1

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

Can i print a packing slip from a estimate

JamesM4
QuickBooks Team

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

Hello Accounting Cor. Welcome to the Community. I'd like to make sure I'm on the same page as you, could you elaborate on what you mean by printing a packing slip from an estimate?

MLparts
Level 1

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

I’m having this same issue. In some instances we’re shipping goods third party and don’t want the end receiver of the package seeing the dollar amounts that we’re charging. We just want them to see what it is they’re receiving. The goods, however, are always shipped prior to the estimate being converted to an invoice and there is no option to print a packing slip from an estimate.

Amanda-B
QuickBooks Team

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

Hello, MLparts.

 

Thanks for reaching out to the Community! Since packing slips can only be created from an invoice or sales receipt, I recommend leaving feedback for our developers by heading to the "Gear" icon and clicking on the "Feedback" option. These comments are viewed and considered as they create new features and updates for QuickBooks.

 

Don't hesitate to reach back out if you have any other questions.

dvaryani98
Level 2

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

you can with my website. I made a website which allows you to create a packing slip from an estimate on QB.

(Scam link removed)

 

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