Sales Orders from Estimates

You can create a sales order directly from an existing estimate, @NFulton07.

All items from the estimate are copied to that sales order.

Here's how: 

1. Open the estimate that you've created. 
2. Go to the Main tab and click the Create Sales Order button. 
3. On the Create Sales Orders window that appears, check all the information.
4. Click on Save & Close once you’re done. 

See this article for more information: Create a sales order. 

From here, you can now create an invoice out from that sales order, receive the invoice payment and record it as a bank deposit. 

Let me know if there's anything that you need. I'm always here to assist. Have a wonderful day!

I am wondering if there is a way to track what items and quantities on the estimate have already had Sales Orders created and what has not (like it will show you when making invoices from estimates).

Thanks for coming back to the thread, @NFulton07.

At this time, there's not a way to track the items and quantities when creating a Sales Order, however, we could run a Sales by Item Detail Report to see what type of transactions are associated with the items as well as the quantity sold. I'm going to submit feedback to our Product Development Team about bringing in a feature to allow this to happen within the Sales Order. In the meantime, here's how you can run the report in QuickBooks Desktop:

1. Go to Reports at the top menu.
2. Navigate to Sales, then Sales by Item Detail.
3. You can edit the report by pressing the Customize Report button at the top-left of the report window. Choose what to Display and how to Filter the report, then hit OK to apply the changes.

This should provide you with the information that you're needing. If you have additional questions or concerns, please don't hesitate and reach back out to me! Have a beautiful day.

I am having the same problem. Say we create an estimate for 5 different line items. The customer orders 3 of those 5. I create the sales order from the estimate and have to delete the other two line. Estimates should behave like sales orders do when you "create an invoice" from a sales order. It asks if you want to create from all items or select items. If you check the 3 items purchased to create the invoice when you look back at the sales order it shows that 3 of the 5 were invoiced. Estimates should be the same way. It should give you the option to create a sales order from the entire estimate or a select few. At this time, the open balance under Customer Center /  Transactions / Estimates is useless. It shows the total estimate and not what it left. This makes running estimate reports inaccurate.

This should be an easy fix since this exist for sales orders already.

Beth

Same issue here and I don't see why this can't be fixed. When a S.O. is created from an estimate, it should deduct from the open balance of the estimate. And when an invoice is created from a S.O. it should deduct from the open balance of the S.O. 

It would be perfect to control, especially for contractors. 

Let me provide some information about sales orders to estimates in Quickbooks, @michelledmarciano.

 I can see the relevance of automatically deducting from the open balance of the estimate when a Sales order is created. Currently, this option is currently unavailable. 

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

1. Open your QuickBooks Desktop file.
2. Select the Help menu.
3. Click Send Feedback Online and choose Product Suggestion.
4. Enter your recommendation and select Send Feedback.
   
   

In the meantime, you'll want to follow the suggestion provided by my colleague above.

I also encourage you to visit this resource that will guide you in managing sales orders: Create a sales order in QuickBooks Desktop.

As always, add a comment below if you have any other questions about managing your customer transactions in QuickBooks. I'm here to help always. Take care!

Why do estimates still remain active after you have changed them to sales Orders?

It will be a very easy fix to change the estimate status from active to converted to sales order, this will help in keeping track of estimates, and we can do the same thing to sales orders once converted to invoices.

Questions:

1. do you have SALES ORDER function in online advance? 

2. Sales order can can add customer phone number and email address

thank you

Thanks for joining the thread, @LMC14. We'll provide information about the sales order feature inside QuickBooks Online (QBO).

We recognize the relevance of having this option available inside QBO. However, please be aware that this feature is only available for the desktop version or QuickBooks Desktop (QBDT). In QBO, you can utilize the Estimate option and convert it to an Invoice after a customer accepts your estimate. Also, both options allow you to enter a customer's phone number and email address. If you wish to learn more about the process, we'll write down the steps to get you going.

In case you have existing estimates inside the program, you can follow these steps:

1. Go to Sales then select All sales (Take me there).
2. Find the estimate you want to convert.
3. If the status column displays Rejected, you’ll need to update the status before you can convert it. (If the status is not Rejected, skip to step 4.)

• Select the ▼ dropdown in the Action column, and select Update status.
• In the Status field, select the ▼ dropdown and select Pending or Accepted.
• Select OK. Then find the correct estimate on the Estimates list.

       4. In the Action column, select Convert to invoice.

       5. Make any updates to the invoice, if needed.

       6. Then select Save.

For more details, please see this page: Convert an estimate into an invoice in QuickBooks Online.

In addition, you can visit these articles to help you manage invoice payments, create personalize sales forms, and keep track of your transactions inside the program:

• Record invoice payments in QuickBooks Online.
• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Run reports in QuickBooks Online.

We're open 24/7 to help you if you need assistance managing transactions inside QuickBooks, @LMC14. Please feel free to visit us anytime. Keep safe, and have a good one.