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Level 1

Outside Inventory Processing

I have items in inventory that need to be sent out for additional processing to fulfill a customer order. How should this be done so everything is tracked properly?

1 Comment
Kendra H
QuickBooks Team

Outside Inventory Processing

Hi there, @rd35811.


I'd be glad to assist you with processing an order for a customer.


For the best resolution, I'd recommend reaching out to your accountant.


I'm unable to advise you on which route would be best for your business, but you can do a Sales Order which is used to record a sale that you plan to fulfill in the future, and when the product returns you can create an Invoice which is a bill for your customer.


Sales Order

  1. Click on the Sales Orders icon on the home page.
  2. Select Create Sales Orders.


Create an invoice for a Sales Order

  1. From the Sales Order window, select the Create Invoice button.
  2. On the prompt that appears, choose:
    • Choose to Create an invoice for all of the sales order(s) to add all items from the sales order to the invoice.
    • Click Create an invoice for selected items if you want to put only some of the items on the invoice.
  3. Make the necessary changes in the Invoice.
  4. Select Save and Close.

Here is also a detailed article about creating Invoices from a Sales Order as well: Creating an Invoice in QuickBooks Desktop


I'm always a few clicks away if you have any more questions or concerns. Have a good rest of your day!


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