Qbo - can you go from estimate to sales order to invoice as you can in the desktop version

Hi there,

Great question! Currently, there's no Sales Order feature in QuickBooks Online. You'd have to use an estimate by clicking the plus icon (+) and choosing Estimate. The good thing about this is that an the estimate is a non-posting transaction which can be turned into an invoice a later time. 

Essentially, the invoice will act as the sales order in this case. You may be wondering how you can turn an estimate into an invoice. Don't worry, I'll show you how. To do this, 

1.     From the left menu, select Sales, then choose All Sales.
2.     Find and open the estimate/quote.
3.     Select Create invoice.
4.     Add more details to the invoice as necessary, then select Save and close. 

•     You can only invoice an estimate with Accepted or Pending status. To update the status of the estimate, select the drop-down under the customer name.
•     Estimates imported from QuickBooks Desktop show as Closed in QuickBooks Online.      

Now you're able to convert an estimate into an invoice! If you have any other questions, don't hesitate to ask. I'm here to assist. :) Otherwise, enjoy the rest of your week. 

@JamesM 

Essentially, the invoice will act as the sales order in this case.

No it will not. an invoice is a sale, a sales order is non posting in desktop

Hello!

What if i have already use the Estimate as my quotation to customer?

I will need to have a sales order function before invoicing.

My sales process is as follows:

Quotation to customer > Sales order> Invoicing

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@KZ19 wrote:

Hello!

What if i have already use the Estimate as my quotation to customer?

I will need to have a sales order function before invoicing.

My sales process is as follows:

Quotation to customer > Sales order> Invoicing

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If you are using QBO, as the original poster was, there is no sales order in QBO

In this case is a Sales order comprable to an approved Estimate in QBO?

If I convert from Desktop to Online, will I need to re-enter all open Sales orders as Estimates?

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@ssnyderSWS wrote:

In this case is a Sales order comprable to an approved Estimate in QBO?

 

If I convert from Desktop to Online, will I need to re-enter all open Sales orders as Estimates?

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yes  you would.

a non partisan comparison of QBO vs QB desktop 
http://onsale-apparel.com/Rustler/qbo-or-qbdt 
(cost comparisons are at the end of the article)