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The implementation of Sales Orders in QuickBooks Online is utterly inadequate. The lack of custom fields, the inability to create packing lists, and the failure to convert estimates into sales orders are all unacceptable. It's mind-boggling that this essential feature has been removed from the online version. This should be addressed immediately, but I am confident it will not be.
This feature is still half-baked. Consider using a third-party app instead.
18 months ago, in the "Ideas Exchange" (which is now defunct), they stated they were implementing Sales Order (as in proper sales orders, not just a fudge using Estimates).
At the time they stated "Within the next financial year"... or something.
I asked for an update some months ago, in the Ideas Exchange posting, received no reply.
Submitting feedback will be beneficial for a follow-up regarding the Sales Order feature, @klous-1.
The Sales Order function is now accessible in the US, but utilizing estimates to manage sales orders in QBO is still suggested in your region. With this, we recommend sending a message to our development team to share your need for this feature in your area. The team highly values user feedback, which could help to implement this feature as soon as possible.
Here’s how you can send feedback:
In QBO, you can customize sales forms, such as estimates, to better reflect your business style. For instructions on how to make these changes, review this article: Customise invoices, estimates, and sales receipts in QuickBooks.
You're always free to revisit this thread if you still have concerns about the Sales order feature or any QBO matter. I'm here to assist you every step of the way.
The Ideas Exchange was UK based and the idea was accepted and planned, would be nice to hear from the UK team what is happening (or not happening and why not).
Lot of people have given feedback for many years, directly in the app, in the Idea Exchange and also in the Community. How much feedback do they need and for how long?
I agree. It's time to listen to the millions of users who have voiced their concerns. How many times does this feedback need to be expressed before you restore the functionality that worked effectively on the desktop version? Removing features that were functioning well is unjustifiable. The layout should clearly follow: Estimate - Sales Order - Invoice. It’s illogical to use estimates as sales orders, and then rely on those estimates to quote items that may never be purchased. This approach needs to change.
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