Quickbooks Online - Sales Orders

@Vicki at 

What kind of business do you run? Consider having an additional app with sales order feature to integrate with QBO.

I use 'Estimates' in Quickbooks Online for one of my clients and have edited an 'Estimate' template to show 'Sales Order Acknowledgement' and also 'Proforma Invoice' as the document header instead of 'Estimate' which works well... unfortunately the email sending them out still shows the word 'Estimate' in the narrative (see below) and we've received complaints from customers saying that they want confirmation of the actual price (the word 'estimate' still intimates that the price might change and not what you want when confirming an order).  A work around is to download the document pdf and send outside of QBO but not ideal.  (other suggestions gratefully received!):

Subject: Estimate - Sales Order Confirmation SO-0097777 from.....

 

-----------------------   Estimate Summary  -------------------------- Estimate No. : SO-0097777 Estimate Date: 03/11/2021 Total: £6,000.00 The complete version has been provided as an attachment to this email. ---------------------------------------------------------------------

Hello Alex17, thanks for posting on this thread, so having had a look it is working as designed there is no way to be able to remove the word estimate, you can leave it as feedback in the main cog wheel, the work around is what you have already said to in which to download it as a document pdf and send it outside of Quickbooks. 

Can you recommend an app for sales orders as they seem very expensive?

@Pickle 

How much budget do you have?

What kind of business do you run?

Small luxury food distributor - small budget at present.

@Pickle 

Explore this one. You can utilize their starter plan for free to manage up to 50 orders/month

https://go.zoho.com/kY9

But you will need a 3rd party connector to mirror data back to QBO.

https://www.make.com/en/register?pc=quickbooks

If you prefer to use a third party app to automatically sync with QBO, consider spending USD 109/month to manage up to 3 devices/phone + 5 users with no order limit.

Hello pickle, if you have a look at this link it tells you all the different apps you can connect to with Quickbooks.

Yes - I have been looking for the last 3 years  and trialled many but they are very expensive or overly complicated and when QBO has inventory and sales invoices, it is frustrating sales orders are not available or you cannot allocate stock. Even QBO Advance will not have it.

Yes - I have left feedback repeatedly and so have others. 

If I move to Zoho inventory, I may as well go for it all!

I agree with the original poster.  The loss of sale orders are a big problem.  Estimates go to customer for that purpose... ESTIMATING... language, terms, obligations are all for initial customer estimates... This is for the process BEFORE a customer approves or agrees to a job.

When customers confirm a job, details are often adjusted, but then a confirmed SALES ORDER is issued... this has very different own terms, legal/liability language, instructions to the customer, and their signed consent to start work...  Furthermore, for any company that can have changes to jobs, tasks, or engineering specs mid job, the SALES ORDER portion of QB Desktop allows for a CHANGE MANAGEMENT document...

These are important documentation and order flow steps between an estimate (before a customer agrees to work) and the Invoice (which happens after)... Sales Orders control all the stuff in between...Sales orders drive/trigger parts ordered (PO's). Sales Orders create visibility on confirmed work/revenues. Sales Orders detail specific jobs taks. The loss of Sales Orders takes away a businesses ability to control, monitor, and value IN-PROCESS work...

Please enable SALES ORDERS in QB online...without it we will be forced to migrate away from quick-books, which we'd rather not do. 

Hello All

It is interesting to see that there is no interest from Quickbooks in recognising this problem that I raised a year ago.

To summarise the "solutions" -

1.  subscribe to expensive additional software that you hope will seamlessly work with Quickbooks

2.  edit templates and send 'estimates' pretending to be sales orders outside of Quickbboks

Both solutions suggest to me that Quickbooks is the problem so do what I'm doing and move away from Quickbooks altogether. 

Unfortunately I have not found another online accounts package that does use Sales Orders but they are all a lot cheaper than Quickbooks and I am very annoyed that Intuit developers have ignored the many request for Sales Orders since they first introduced the online package. I have been a subscriber to Quickbooks Desktop since 2008 so I have a steep learning curve to acquaint myslf with new software but its a better feeling than continuing to support a company that ignores its customers.

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@Vicki at wrote:

Unfortunately I have not found another online accounts package that does use Sales Orders but they are all a lot cheaper than Quickbooks and I am very annoyed that Intuit developers have ignored the many request for Sales Orders since they first introduced the online package. I have been a subscriber to Quickbooks Desktop since 2008 so I have a steep learning curve to acquaint myslf with new software but its a better feeling than continuing to support a company that ignores its customers.

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@Vicki at 

I know one accounting app with this SO feature. They offer 6 plans and the feature is available starting from the 3rd plan at GBP 20/month for 5 users. You can purchase additional seats for GBP 2/month/user if required without upgrading your plan. 

Also interested in suggestions for a sales order app.  Our business is Saas-ish in that we're a subscription service but we sell the hardware/software as a package.  

@LT408 

If you running a SaaS business, consider having a subscription management app to integrate with QBO. You can set the hardware as add-ons.

https://go.zoho.com/MrB

then utilize a connector to integrate it with QBO.

https://go.zoho.com/wK7

What is the software you are suggesting?

@tuttle1843 

What kind of business do you run?

We run a solar installation business. We send estimates to everyone who inquires. We make Sales Orders from those estimates when we sell the project to track work that needs done. Then we generate invoices from the sales orders as the project progresses. Once the project is finalized and the final invoice is paid, we close out the sales order to show that the work has been completed in our system. 

You should consider having a field service management app instead. I'm not sure which of these apps can be integrated with QBO UK version natively.

https://housecallpro.grsm.io/quickbooks

https://jobber.grsm.io/quickbooks

Another option, you can use a project management app.

https://teamwork.grsm.io/quickbooks

Having the same issue.

I cannot understand why QBO won't add Sales Orders to make everyone's life easier.

We had to add a software program specifically so we can create Sales Orders that our customers demand.

SOS Inventory at our accountants suggestion.  He has many clients having the same issue of the lack of Sales Orders in QBO and their lack of response to incorporate SO's into the system.

It does have everything QBO has PLUS Sales Orders.  Supposedly they 2 programs merge, but really contemplating sticking with SOS Inventory and dropping QBO since they really don't want to change and listen to their customers needs......

Hello Megs3, thanks for posting on this thread, we take all customer suggestions and feedback onboard and have passed this information onto the developers. 

Can you tell us what the app is?

Hello Trelfalabs, You can  have a look at this link for all the apps that link in with QuickBooks 

Have been using Zoho Inventory since November and really happy with the sales order and stock management.

We have to track batch numbers and use by dates and we had to use a spreadsheet for this - Zoho links with QBO for sales, purchases and stock. Reporting is not as strong as QBO - but the sales ordering is very good, templates are easy to customise for your own use (take note QBO!!!).