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Everything you need to know about banking in QuickBooks Online - Discover more
AI Researcher
Level 2

Quickbooks Online - Sales Orders

Hello @Pickle ,

I understand your frustrations with both (1) the expensive third-party apps and (2) QuickBooks' lack of the sales-order function. From what I gather you still love QBO, so here's my recommendation:

 

You don't need to move away from QBO.

  1. Firstly, simply integrate your QBO with the Logistify AI Assistant and it will automate sales order collection and sync with your QBO inventory to avoid over-selling.
  2. Secondly, the pricing of Logistify AI is very friendly for small businesses. It's volume-based i.e. based on the volume of sales orders processed. For example, $1 for each 100 sales-orders processed. That's a great deal.
  3. Thirdly, the Logistify AI Assistant is designed with simplicity at the core. It's simplicity is akin to using ChatGPT.

 

https://www.logistify.ai/?utm_source=quickbooks+community&utm_medium=quickbooks+forum&utm_campaign=s...

AI Researcher
Level 2

Quickbooks Online - Sales Orders

Hello @JBCurtis ,

I understand your frustration. I faced the same challenges. And I agree that QBO should enable SALES ORDERS. But we don't know have a definitive timeline from them. In the meantime, here's my recommendation:

 

You don't need to migrate away from QBO.

  1. Simply integrate your QBO with the Logistify AI Assistant so that it automates entry of sales orders and then syncs with QuickBooks Inventory to avoid over-selling.
  2. Then generate POs to your suppliers and sync with QuickBooks POs
  3. Then generate Sales Invoices to your customers and sync with QuickBooks Invoices.

 

https://www.logistify.ai/?utm_source=quickbooks+community&utm_medium=quickbooks+forum&utm_campaign=s...

Antony_Chislyuk_Cleverence
Level 2

Quickbooks Online - Sales Orders

Hello!

If you’re moving from QuickBooks Desktop to Online and rely heavily on Sales Orders for automatically creating Purchase Orders and Invoices, QuickBooks Online doesn’t natively support this functionality. However, Cleverence Warehouse 15 could be a practical solution for this transition.

Warehouse 15 works as middleware for QuickBooks, enabling you to handle orders directly through a mobile app. With this tool, you can manage incoming and outgoing inventory, print barcode labels, and update QuickBooks in real-time as you receive, transfer, or ship items. It’s especially helpful if you need to track inventory on mobile devices, as it integrates barcode and RFID scanning.

This could allow you to retain a similar workflow to your Desktop setup with added flexibility for mobile operations. Warehouse 15 is free if you have fewer than three items per QuickBooks document.

Check out Cleverence Warehouse 15 for more information.
https://www.cleverence.com/solutions/quickbooks-warehouse-15/

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