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Level 1

Sales Order convert to invoice

When we had the QB's desktop version we were able to create a sales order for a customer then when our technician handed in his completed work order we were able to take the sales order and convert that to an invoice.  We used this to be able to track our work orders so we would know which work orders we were missing from the technicians based on the open sales order that were in the system.  Qb's online does not have a sales order option.  There is an estimate option but we also give people estimates which some of them we do not end up getting the job so using estimates for this would not work for us as we will always have open estimates so it would be hard to track our work orders using estimates.  Does anyone know of another option for this or have any suggestions on how we could replace the sales order that the desktop version had?

3 Comments
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Anonymous
Not applicable

Sales Order convert to invoice

Hello, @chelle611.

 

Glad to have you back in the Community. I'm here to help share two options on how you can replace the sales order you're using in QuickBooks Desktop. Since you don't want to use estimate, we can actually use a purchase order to track your work order. Allow me to provide steps for the two options:

 

Option 1: Create a PO to manually track the job and invoice/estimate this to the customer.

 

  1. Go to the (+) icon and select Purchase Order under Vendors.
  2. Type in your technician to the Vendors field. Enter the Purchase Order date, then the service provided on the Item details field.
  3. Click Save and close.
  4. Once the job is completed, copy the purchase order details to an estimate and create the invoice.
  5. Once you've created the invoice, you can now close the Purchase Order.

 

 

 

Option 2: Create a Purchase Order then create a bill and mark expenses and items billable. This feature is only available if you're using the QBO Plus version.

 

  1. Turn on the feature first by going the Gear Icon and select Account and Settings.
  2. Go to the Expenses tab and click the Pencil Icon for Bills and expenses.
  3. Ensure to check Show Items table on expense and purchase forms, Track expenses and items by customer and Make expenses and items billable.
  4. Click Save and Done.
  5. Now create a purchase order and link this to a bill by clicking the Copy to Bill tab.
  6. Put a check mark on the Billable column and the name of the customer on the Customer/Project column.
  7. Click Save and close.
  8. Once the job is done, you can now create an invoice for this customer.
  9. Then add the Billable expense.
  10. Once done, click Save and close.

 

 

 

 

That should do it. Let me know how this works for you.

 

As always you can contact our Online Care Support if you need assistance in going through with the steps. Here's how:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Keep me posted if you have other questions. I'm here to help.

Highlighted
Level 1

Sales Order convert to invoice

Is there a way to Batch convert Sales Orders to Invoices.   We would like t be able to convert several sales orders into invoices at once rather then one at a time.

 

Highlighted
QuickBooks Team

Sales Order convert to invoice

Hello Lenette,

 

Currently, converting Sales Orders to Invoices by batch is unavailable in QuickBooks. This is a good idea, and this option is really convenient for you and your business.

 

Rest assured that I'll pass this to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Also, in case you’ll be needing related article about managing your QuickBooks account, you can check this article: Help articles.

 

Please let me know in the comment section if you have any other concerns. I'll get back to you as quick as possible. Have a great weekend!

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