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Captain-Dave
Level 1

Quickbooks Point of Sale How to turn sales order into an order

I currently us QuickBooks POS 19 and Webgility to sync my inventory to both eBay and to a Wix website.  For whatever reason if Webgility transfers information to QuickBooks POS and there is zero inventory, it turns it into a Sales order, rather than an order.  How do I change a sales order to an order?

6 Comments 6
Mich_S
QuickBooks Team

Quickbooks Point of Sale How to turn sales order into an order

I understand how useful it is to convert Sales Order into an Order in QuickBooks Desktop, @Captain-Dave. Let me share some information and route you to the right support who can help you further.

 

Verify that your app's mapping of the transactions is accurate. Additionally,  I advise contacting the third-party application support team. They can then look into if the problem comes from their end.

 

If their system is working smoothly, kindly contact our Customer Care so we can investigate further, open a ticket, and help you with any required fixes. Here's how to reach support:

 

  1. Run QuickBooks.
  2. Click on Help, then choose QuickBooks Desktop Help/Contact Us.
  3. Choose Contact Us.
  4. Enter short details of your issue, then hit Continue.
  5. Login to your Intuit account and hit Continue and then Continue with my account.
    • If you don't have an account yet, ensure to Create a new account.
  6. We'll send you containing a single-use code. Fill in your code and hit Continue.
    • If you have multiple accounts, choose the account you want to use and then hit Continue.
  7. Choose to chat with us or Have us call you.

 

Please note their hours of operation to make sure they're available to assist.

 

I'm also adding this guide on how you can add and manage a purchase order in QuickBooks. Feel free to browse this if everything is good on your end.

 

Keep in touch if you need more help with this matter or QuickBooks in general. We're here to back you up 24/7. Take care!

Captain-Dave
Level 1

Quickbooks Point of Sale How to turn sales order into an order

Point of Sale.  Not desktop

Rose-A
Moderator

Quickbooks Point of Sale How to turn sales order into an order

I appreciate you getting back to us, Captain.

 

QuickBooks Point of Sale is dependent on the data that the Webgility processor transmits. The system will post the transactions the same way the Webgility service provider created them.

 

All third-party applications (non-intuit) will no longer have access to their software. To ensure they turn into order when syncing, I'd suggest reaching out to Webgility's Support Team. We can also get in touch with our QuickBooks Point of Sale Chat Support for additional assistance.

 

On the other hand, turning a sales order into an order is unavailable. We may need to delete the sales order and create the order. We can refer to this article for the detailed steps: Create Customer Order in QuickBooks Desktop Point of Sale.

 

We can go through the following write-up: QuickBooks Point of Sale (POS) FAQ. This will provide us with articles about updating the program (POS) to its latest release as well as other future links.

 

Should you need additional help, please let me know. I'd be more than willing to lend a hand, Captain.

Captain-Dave
Level 1

Quickbooks Point of Sale How to turn sales order into an order

Leaving webgility out of it, how do I turn a sales order into an order?

Captain-Dave
Level 1

Quickbooks Point of Sale How to turn sales order into an order

I actually figured it out.  When looking at the sales order itself, just click on  - I want to - and then - Sell Items.  It will bring up the register and allow you to convert the sales order into a sale.

JonpriL
Moderator

Quickbooks Point of Sale How to turn sales order into an order

Glad you've managed to solve the puzzle, @Captain-Dave.

 

I'm happy you're able to change your sales order in QuickBooks Point of Sale (POS) to an actual order. This will also and surely help other customers, like you, who in case, are facing the same problems while using the program.

 

As always, let us know in the comments below if you have any other QuickBooks concerns. The Community space got you 24/7. Take care and have a good one!

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