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asfar2official
Level 1

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

 
Solved
Best answer February 01, 2020

Best Answers
Rustler
Level 15

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

QBO does not have sales orders, you have to use an estimate instead

View solution in original post

Fiat Lux - ASIA
Level 15

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

@asfar2official 

If you don't like to use Estimate as Sales Order, consider using a sales order management app and integrate it your QBO

View solution in original post

9 Comments
Rustler
Level 15

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

QBO does not have sales orders, you have to use an estimate instead

View solution in original post

Fiat Lux - ASIA
Level 15

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

@asfar2official 

If you don't like to use Estimate as Sales Order, consider using a sales order management app and integrate it your QBO

View solution in original post

BalletPro
Level 1

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

What about quickbooks online plus? I see it can track inventory? so I would assume it could do sales orders? 

ChristieAnn
QuickBooks Team

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

Hi there, BalletPro.

 

Yes, using QuickBooks Online Plus can track inventory. This will help you to stay on top of whay you have in stock so that you can ensure you can fulfill pending or upcoming customer orders. However, as mentioned above QuickBooks Online (QBO) doesn't have a Sales Order option. You can create an Estimate as a replacement and later on, convert into invoices. Both are non-posting transactions and will not be included in the Profit & Loss report.

 

Sales Orders help you record sales of products & services your customer orders. It then allows you to keep track of multiple orders & then combine them on a single invoice. On the other hand, an Estimate is a proposal for something for a specific price that you can be turned into an invoice.

 

You also have the option to rename the transaction form from Estimate to Sales Order. To do this, I suggest customizing the form names. This way, you can create an Estimate but your customer will receive as Sales Order.

 

 Here's how:

 

  1. Go to the Gear icon, then select Custom Form Styles.
  2. Locate the Estimate form, then under Action column, click Edit.
  3. Select the Content tab, then click the Title section of the form.
  4. Replace the Form names from estimate to Sales Order.
  5. Click the Done button.

 

For additional information on how you can personalize your sales forms, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

 

For product updates, I'd recommend you visiting our 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.

Glenn Griffin
Level 1

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

This is not acceptable the whole purpose of sales orders is to at least post to inventory so I can know what is coming in and going out.  Very disappointed this is a basic business function.  Shame on you for not providing.  

stacey37
Level 3

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

Can you let me know why QBO would not have a sales order option?  That is such a critical component of selling I just can't fathom why QB does not see how a Sales Order is critical and not having one makes this option completely useless? 

stacey37
Level 3

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

Why would I want to do that???  QBO should have it.  It is one of the most BASIC aspects of manufacturing.  I shouldn't have to pay someone else to do their job.  

Wasifkhan007
Level 1

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

Does Estimates provide partial invoicing?

Adrian_A
Moderator

Does quickbooks online support and cover the sales order, if yes how do we record sales orders in Quickbooks??

Good day, Wasifkhan007.

 

Instead of Estimates, you can send progress invoicing. This lets you split an estimate into as many invoices as you need. Here's how to turn it on:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Sales tab.
  3. Click the edit (pencil) icon on the Progress Invoicing section.
  4. Toggle the Create multiple partial invoices from a single estimate button.
  5. Click Save and then Done.

 

Afterwards, you'll have to create a progress invoice template. From there, you're good to create an estimate.

 

Also, if you want to let your customers pay their invoices online, you can check this guide: Take and process payments in QuickBooks Online.

 

I'm just a post-away if ever you need extra help in setting up online invoices. Have a great day ahead!

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