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Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?

Which BI software do you have?

 

Pipe3001
Level 2

How do I create a sales order in quikbooks online?

I use grow.com which helps me with everything I need.

Kristine Mae
Moderator

How do I create a sales order in quikbooks online?

A sales order is an order issued by a business to a customer, Pipe3001.

 

I know how important this feature is to your business. For now, you can follow the workaround provided by my colleagues.

 

I also suggest sending feedback directly to our engineers. It will help us know how many users want this feature. The more request it has, the more it'll be added to future updates. It's also a way for us to hear your ideas and insights. Just click the Gear icon and select Feedback.

 

Please know we're just around if you need our help. Don't hesitate to reach out.

Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?

removed

EliFle
Level 2

How do I create a sales order in quikbooks online?

Is there a plan to fix this? 

packing slips
Level 1

How do I create a sales order in quikbooks online?

I bought a small business in March and switched accounting to QBO.  I am completely disappointed in myself for assuming that you had some of the most basic functionality.  Not having Sales Orders is absolutely inept on your companies part.  If I use the ESTIMATE function then I can not create packing slips.  Packings slips are not allowed until invoicing.

 

PLEASE fix this amazing oversight on your teams part.  In the meantime I am actively exploring other avenues to leave QBO.

Pure Water
Level 1

How do I create a sales order in quikbooks online?

I'm going to reignite this conversation. How can we push to have sales orders added to QBO? This is the type of issue that we may have to leave QBO for if it isn't resolved in the near future. Without sales orders, there is no way for product/manufacturing businesses like ours to track our sales pipeline or the costs that go into it. Using "Estimates" doesn't fix the issue, because then you can't use QBO to actually send your customers estimates. We sales orders as an interim step between "Estimates" and "Invoices" to track firm orders received an in process, but not yet billed. 

 

If QBO can't address this, you're essentially preventing any manufacturing/product based business from effectively using your software. Need action here ASAP. 

BettyJaneB
QuickBooks Team

How do I create a sales order in quikbooks online?

Hello there, @Pure Water.

 

I hear you and realize the importance of being able to process sales orders in QuickBooks Online. However, this option isn't available on the said platform. 

 

For now, you make consider utilizing the estimate feature or check for a third-party application that supports this option as suggested by my peers above.

 

Know that we're constantly considering new features to be added in QBO to cope with your business needs. I'd encourage you to send this suggestion to our developers so this will be assessed.

 

To do that:

  1. Click on the Gear icon at the top.
  2. Select on Feedback.
  3. Enter your suggestion.

You can also visit our QuickBooks Online Blog site to be updated with our latest news and product developments. 

 

My doors are always open to help if you have any other concerns with QuickBooks. Have a good one!

Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?

@Pure Water 

If you are running a manufacturing company, explore this app to integrate with QBO.

https://katanamrp.grsm.io/katana

 

FC8
Level 1

How do I create a sales order in quikbooks online?

Same here. Intuit could start just by giving estimates a designated template  for SO

edcorusa1
Level 2

How do I create a sales order in quikbooks online?

This is crap. The work around with the estimates, is not a work around. Any body doing accounting should know this, especially Intuit. The replies that say to use the estimate has never done any kind of manufacturing or built to order business accounting. You have to use a sales order if you build, or put together any type of products. Even if you are a small sign shop, custom metal working, or an electrical component manufacturer. If you are just a retail store, ya this will work. But, a lot of small businesses make something, not just resell other peoples products. That is really up to the larger companies. If QBO is for the small business, either online or brick and mortar, then it needs a sales order. We have been using QuickBooks Desktop and Enterprise for decades. We would love to switch over to QBO but can't without a sales order that posts. We will have to start looking into other online apps like zoho. I wish Intuit would get there act together. They keep saying they have given this to the develop team. But after years nothing, just the same poor excuses and dribble.

Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?


@edcorusa1 wrote:

We will have to start looking into other online apps like zoho. 


 

@edcorusa1 

You can switch to Zoho but you may need to purchase their Zoho Inventory add-on at some point.

https://go.zoho.com/H3R

 

Contact us in private and you may purchase our conversion service. Otherwise, you should wait until Q2-2022. Intuit will offer a bundle features including the Sales Order to integrate with QBO US version.

 

BAMH
Level 1

How do I create a sales order in quikbooks online?

I just joined QB, 2-weeks ago.  I learned today; QB does not have a Sales Order!  This is the absolute stupidest thing, I have ever heard!  As several of the other respondents have outlined, there is an estimate (quote), then you receive the order (booked  business), an acknowledgement is sent to the customer and when the order ships, you invoice (billed business) the customer! 

 

This is standard procedure in most all businesses.  This is an absolute deal breaker for me!  Some of my order take weeks and months to ship.  How am I suppose to keep track of them, if I cannot enter them in my accounting system?

 

Since, I just joined; I am going to look to the other programs mentioned in this forum.  

TrinitySBS
Level 1

How do I create a sales order in quikbooks online?

Creating an estimate do not reflect the back-orders as it is done with the Sales Order. 

EBL2022
Level 1

How do I create a sales order in quikbooks online?

So it's 2022 and QBO still doesn't have Sales Orders available.  We are switching from Desktop to Online and I can't believe this hasn't been resolved.  We will NOT use a 3rd part app for this, nor will we use an Excel workbook.  It is 2022 for goodness sake! 

 

Could someone please post an update on getting Sales Orders available.

Jessica_young
Moderator

How do I create a sales order in quikbooks online?

Thanks for joining the conversation, @EBL2022.

 

Sales orders are not currently available within QuickBooks Online. I realize this is an important feature for your business, and I'm more than happy to share this feedback with our developers for future improvements within the product.

 

If you have specific thoughts you'd like to share, you can do so here: How do I submit feedback?

 

Thank you for being part of the Community, and let me know if there's anything else I can assist with.

Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?


@EBL2022 wrote:

We will NOT use a 3rd part app for this, nor will we use an Excel workbook. 


 

@EBL2022 

Switch back to QBD or migrate your data completely to another cloud based accounting app..

Kstar137
Level 3

How do I create a sales order in quikbooks online?

Dear BettyJaneB,

Sadly, the answer you gave to PureWater is exactly the reason I will be actively looking for other software.

Kstar137
Level 3

How do I create a sales order in quikbooks online?

Hey PureWater, I think we need to move away from QBO since they obviously don't get it. Maybe we convert this thread into a discussion of better platforms...

Kstar137
Level 3

How do I create a sales order in quikbooks online?

Jessica_young is it true that in the second quarter of 2022 QBO will have a Sales Order feature?

I need to know if I will stay with QBO or leave. I will leave if QBO does not have this function within 5 months.

Angelyn_T
QuickBooks Team

How do I create a sales order in quikbooks online?

Hi there, @Kstar137. Let me share with you some additional information about the Sales Order feature in QuickBooks.

 

Currently, creating sales orders is not yet available in QuickBooks Online (QBO). However, you can always record an estimate as an alternative entry for this transaction.

 

On the other hand, we don't receive updates as to when the feature be available in QBO. Rest assured our engineers are working nonstop to enhance the product and deliver the best experiences to all QuickBooks users. 

 

For now, you can stay current with the latest QuickBooks news and feature updates from our blog. Here's the link: The QuickBooks Blog.

 

Aside from sales orders or estimates, you can get more tips while tracking your other customer entries in QBO from this link: Topics about your company's income and customers.

 

Please let me know if you have any other questions about sales orders. I'll be right here to help. Have a good one!

Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?


@Kstar137 wrote:

is it true that in the second quarter of 2022 QBO will have a Sales Order feature?

 

@Kstar137 

Any solid reference? 

Afaik, we can only find the feature as one of the basic functions available in one accounting app (imho, this app is in the same class as QBO).

mbscanada
Level 1

How do I create a sales order in quikbooks online?

without Sales Order feature the entire quickbooks online is incomplete. for us its an important part without which we have to look for other systems which has SO . 

Fiat Lux - ASIA
Level 15

How do I create a sales order in quikbooks online?

@mbscanada 

Switch to QB Desktop and setup a private cloud solution if required. Otherwise, switch to another cloud based accounting app with the SO feature and purchase a 3rd party conversion service if required.

mbscanada
Level 1

How do I create a sales order in quikbooks online?

which are the other options or accounting app that can have SO and is it possible to link it to Quickbooks. please suggest 

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