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Level 1

Hi, I have started a little bakery and currently have QuickBooks. Can I input orders then QuickBooks will tell me a final production list of what I need to make each day?

 
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QuickBooks Team

Hi, I have started a little bakery and currently have QuickBooks. Can I input orders then QuickBooks will tell me a final production list of what I need to make each day?

Hello there, @userpauljonesmb.

 

I'm glad to hear that you are using QuickBooks to help you manage your business.

 

In QuickBooks Online (QBO), we can input orders by creating an estimate. Then, convert it into invoices. Estimates are non-posting transactions and will not include in the Profit & Loss report.

 

Currently, QBO doesn't have a final production list. However, we have a Product/Service List that you can review every day. I'd also suggest utilizing the inventory tracking feature in QBO: Add inventory products in QBO.

 

Here's how to create an estimate:

  1. Go to the +New button.
  2. Under Customer, choose Estimate.
  3. Choose your customer from the drop-down arrow.
  4. Select the Product/Service from the drop-down arrow.
  5. Enter the DescriptionQTYRateAmount.
  6. Click Save and close.

After a customer accepts your estimate, you can easily turn it into an invoice. If you only want to request partial payments, send your customer a progress invoice instead.

 

To convert an estimate into an invoice:

  1. Go to the Sales menu and then select All Sales.
  2. Find the estimate you want to convert.
  3. From the Action column, click Create invoice.
  4. Add more details to the invoice as necessary, then select Save and close.

You can check this link on how you can personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For product updates, I'd recommend visiting our QuickBooks Blog to check the latest feature added to the program, as well as additional references while working with your QuickBooks.

 

For more questions about QuickBooks Online, please fill me in. I'll be around to help. Take care!

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Level 14

Hi, I have started a little bakery and currently have QuickBooks. Can I input orders then QuickBooks will tell me a final production list of what I need to make each day?

@userpauljonesmb 

QB Online doesn't have feature to assembly raw materials nor managing sales order. Consider having an inventory management app to do so.

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