QuickBooks online sales orders

You should stay with QB Desktop. If you prefer switching to QBO, consider having an inventory management app with the sales order feature to sync with QBO.

Let me share more details on using the sales order on QBO.

I recognize the importance of having access to the sales order function in your account. However, this feature is only available for QuickBooks Online Plus and Advanced subscribers. If you have one of these subscriptions, you can create a sales order by following these steps:

1. Click the +New button.
2. Under Customers, select Sales Order.
3. Provide the necessary information.
4. Hit Save.

You can check this article to learn more about managing your sales orders.

Additionally, I'm sharing this link to help you connect your ecommerce channel to QBO.

If you still have other questions on your sales order, we'll be here to assist you 24/7. Have a great day ahead.

When I try to use the Sales Order option, I get this message..."You’re using the older layout for QuickBooks invoices that is not compatible with the current version of sales orders. Please try again after switching to the newer version of invoices"  How do I switch to a newer version?

Thanks for getting involved with this thread, rustbeltoffroad. I appreciate your detailed information.

You can switch to the new version of invoicing while creating a new invoice.

Here's how:
 

1. In the left navigation bar, go to Sales, then Invoices.
2. Click Create new.
3. Hit Update layout.
4. Select Update layout.

I've also included a couple detailed resources about working with your new invoicing layout which may come in handy moving forward:
 

• See what’s new with estimates & invoices
• Customize invoices, estimates, & sales receipts

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Wednesday!

Yes, QBO now has sales orders. Click SALES on the left side menu and you will see SALES ORDERS.

I don't know why I too so long but I repeatedly asked for sales orders and now er have it!

[PII Removed]

As per my original post, will this new sales order capability allow for an estimate to be turned into a sales order which could be turned into an invoice and then receive payment? I need to function just like it does with QuickBooks desktop version

I appreciate you getting back to this thread and providing insights on the new sales order feature in QuickBooks Online (QBO), Kferraro. Your insightful suggestion highlights an important aspect of tracking customer transactions. I encourage you to submit this valuable idea to our product engineers for consideration in future updates.

We recognize the relevance of having these functionalities available in QBO. Currently, you can only convert an estimate into an invoice and turn a sales order into the latter item.

Our engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be incorporated in upcoming updates. To send your feedback, follow these steps: 

1. Log in to your QuickBooks Online account.
2. Go to the Gear icon in the upper right and choose Feedback under Profile.
3. Type in your recommendation in the Share your feedback field.
4. Click Next to submit.  

Furthermore, when your customers pay their invoices, make sure to record those payments to keep your income accounts balanced. For a detailed, step-by-step guide on how to do this, I recommend checking out this article: Receive invoice payments in QuickBooks Online. It’s a great resource to help you manage your transactions smoothly!

Additionally, have you heard about our QuickBooks Live Expert Assisted team? They excel at simplifying the way you manage entries and handle your finances. I highly recommend exploring their services; you might find their support to be a significant boost for your accounting journey!

Your satisfaction truly matters to us, Kferraro. If you have any further questions or would like to dive deeper into the new sales order option in QBO, please don’t hesitate to reach out. I’m just a message away here in the community, and I’m always here to support you. Wishing you all the best!

Wow. I can't believe QBO doesn't fully support Sales Orders, and now that it has been implemented it's been done in such a bad way.

The AI bot answer says "Currently, you can only convert an estimate into an invoice and turn a sales order into the latter item."

It makes no sense to implement Sales Orders and then NOT ALLOW conversion of an Estimate into a Sales Order, but to to allow conversion of an Estimate into an Invoice.

I have talked to QB support about doing a migration from Quickbooks Enterprise to QBO and they did not mention that Sales Orders are not supported. This is a HUGE omission of functionality and essentially cripples Quickbooks Online for any business that's larger than a cash and carry retail shop.

I completely agree. I just began looking into changing from Desktop to Online and without the sales order feature it would completely cripple our ability to manage orders and customer PO's. I am not sure how the designers neglected this important functionality. And I don't want to add additional apps to my QB, I would think that Intuit would want to capture all the features of the desktop options into the online version. Until Sales Orders are available in the online version we won't be able to integrate. 

Yes, it's a very weird product decision, I just can't even imagine how they came to decide it makes sense. Omitting support for Sales Orders in the QBO was a huge mistake and then to make a 50% implementation in 2024 instead of just adding full support like the Desktop version makes on sense to me.

Sales Orders are not posting transactions, meaning they do not need integrate Sales Orders into the main accounting engine of the General Ledger, but it is incredibly useful to have Invoices per line item post back to Sales Orders to reflect partial shipments, or complete fulfillment of a Sales Orders.

Also, many kinds of scheduling and work order management can be done just by simply creating reports of open Sales Order line items by date, or by product, or whatever. And a Work Order is just a Sales Order with the pricing removed, etc.

The only way I can think this makes sense, is if they are trying to drive people into using Quickbooks Enterprise which has a much higher sales price. But, if the goal is to get people OFF Quickbooks Desktop to eliminate the support issues of releasing updates to security and Windows issues of the Desktop version, why send people into a QBO that is crippled in major ways with respect to basic business functionality? I don't get it.

And, I really don't like how they randomly scatter the gaps in functionality of QBO and then promote it as if it is a 1 to 1 swap from Quickbooks Desktop.