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Monika1983
Level 2

Why isn't there a Sales Order option on the QB online version?

Estimate isn't really appropriate solution. Please, is there any specific date or time period when it should be released in QB Online? Thank you! Monika
ChristieAnn
QuickBooks Team

Why isn't there a Sales Order option on the QB online version?


Hi there, Monika1983.

 

Thank you for posting here in the QuickBooks Community.

 

Currently, we can't provide a specific date or time period when it gets released in QuickBooks Online. 


I suggest you visit our Blog to check out the latest feature and updates in QuickBooks Online.


I'll be glad to help you if you have any other questions.​ Have a good day!

lorit1
Level 1

Why isn't there a Sales Order option on the QB online version?

I agree.  This is elementary to have a sales form that can easily be filled out when a customer commits to ordering your product/service while in their store.

Mark87
Level 1

Why isn't there a Sales Order option on the QB online version?

Yeah, this is a HUGE oversight that would have led me to go elsewhere.... Here is why: I NEED a SALES ORDER to log a SALE so it takes inventory, and shows up in SALES REPORTS. An estimate is not a sale in QB, and does not allocate inventory. Only for a quote. Has it's use, but not for what everyone is talking about here. It's obvious the responders from QB just don't get it. I may not have produced the item yet, so it's NOT an invoice until I am done. BUT, it's STILL A SALE. It's incoming revenue and inventory allocation. If I put in an INVOICE, it's all ACCOUNTS RECEIVABLE, even though I haven't even made the item yet. But my customer doesn't have it, it's not a receivable. This is a Business 101 gap that is horrendous.
Wajdy
Level 3

Why isn't there a Sales Order option on the QB online version?

In my business, there are certain stages for each sales process:

 

1- Estimate Generation

2- Acceptance of Estimate

3- Create Sales Order and keep track 

4- Follow up Deliveries...shipments, and generate packing list to be attached

5- Then... send invoice to customer

 

QBO support team:
- Accepting Estimates is not Order, so please  work on it!

- printing packing list is not possible without invoice creation, but this is not always desired.

Thanks

Wajdy

Anonymous
Not applicable

Why isn't there a Sales Order option on the QB online version?

We always value customers who are keen to give us their feedback, @Wajdy.

 

I can see how having a Sales Order and the ability to print a packing list without invoice is important in managing a business. I'm here to help pass this along to our developers so they can consider this in the future product updates. 

 

Our Product Team is constantly working to improve the product and appreciates your help in bringing things like this to their attention.

 

To keep you in the loop of what's new and what's coming for product updates, you may also check this site: QuickBooks Product & Industry News.

 

Let me know if there's anything I can do for you. I'll be around to help if you have other questions about your transactions in QuickBooks.

HZUSA
Level 1

Why isn't there a Sales Order option on the QB online version?

Sales orders are a must. They have existed in the desktop version for a very long time. I’d love to upgrade to QuickBooks online. It would make doing business easier for me since I’m on the road a lot. Right now I have to remote into my office computer and do what I need to do then e-mail it to myself so I can access it. The work arounds suggested in this article are kind of an insult to those of us who run legitimate businesses. It creates messy records. Tons of estimates to sort through to find the one that’s the sale.  I use old sales records often. I’m not sure how a company that specializes in accounting software cant understand why sales orders should be a priority to be added to their online service or even why it wasn’t included in the first place. Especially when that customer is coming from the desktop version.  The only thing I can think of is this software was designed more for point of sale at a flea market or county fair. Personally I’m already looking into other options. 

ClarkGriswold
Level 1

Why isn't there a Sales Order option on the QB online version?

100% agree... this is a gross oversight by not having Sales Order functionality.  There is absolutely no way I can run my business through a software that does not have a Sales Order module.

 

Along with implementing the Sales Order feature, this would be the time to allow multiple Ship To addresses per customer just like the desktop version.  The workaround by adding a "job" for a different Ship To address is ridiculous.  The QBO functionality for Sales Orders and multiple ship to's should mirror what is known to already work fantastically in the desktop version.  Let's go Intuit!

JamulBen
Level 1

Why isn't there a Sales Order option on the QB online version?

I've been asking QBO to add sales orders to it's platform since it was first released.   Guys, it isn't happening.   This has been a requested feature by many users since release an I've been told it's been a request that they have been working on and every year I check back to see if I can switch from desktop premier version to QBO and every year I see the same question posed and the same answers given.

USER - "Why is there no Sales Order option in QBO?"

Intuit - "We are working on releasing this in future releases, so sign up now and wait"

USER - "When will this be released?"

Intuit - "We are not actually working on this, so you should visit our blog and request this feature so we can work on it"

USER - "We are requesting this feature"

Intuit - "Use Desktop Premier or Enterprise"

jwolfrom2
Level 1

Why isn't there a Sales Order option on the QB online version?

It would be great if you folks (Intuit) would stop saying that estimates are the "same thing" as sales orders. It isn't true....which I'm sure is why Intuit implemented it into the desktop version to begin with. Also, it's an insult to the folks out here who are running businesses.

 

If Intuit would just accept responsibility for this egregious oversight, then use the effort and dollars spent trying to convince everybody out here to use estimates instead to just put the functionality into the online product, it would have been done already. Telling us it will be implemented soon in May, and not having it done by December is just ridiculous.

Wajdy
Level 3

Why isn't there a Sales Order option on the QB online version?

Merry Christmas QBO team and all members here,

Any update on this matter?

 

I hope you make separate tab for Sales Orders which has functionality to send reminders if no actions done for a certain period. A field to track deliveries would be sweet too.

Also Sales Order can be for non-inventory products and services too.

 

Come on!

 

Wajdy

 

Candice C
QuickBooks Team

Why isn't there a Sales Order option on the QB online version?

Hello, @Wajdy.

 

We're glad to have you in the Community. I'm here to provide you with information on Sales Orders so that you can get back to running your business.

 

At this time, we don't have a Sales Order tab available in QuickBooks Online. However, I am going to personally submit feedback to our product engineers so that it can be considered as a new feature in one of our future product releases.

 

You can visit our Blog to check the status of new features and product updates in QuickBooks.

 

Remember, I'm only a click away if you have any more questions. Have a great holiday!

jweidert
Level 1

Why isn't there a Sales Order option on the QB online version?

So how do I reconcile (or view, or create invoices from) my sales orders from my desktop version which did not transfer over?  

GraceC
QuickBooks Team

Why isn't there a Sales Order option on the QB online version?

 

Hello there, @jweidert.

 

QuickBooks Online (QBO) doesn't have a Sales Order option.

 

As a workaround, you can use an estimate to give a proposal of items or services to your customers. With this, the quantity of your inventory items is not affected. This also allows you to create an invoice, once your customer agrees with your proposal.

 

Here's how to create an estimate.

  1. Go to the Plus icon.
  2. Under Customers, select Estimate.
  3. Select a customer and a date for your estimate.
  4. Choose an item or service under PRODUCT/SERVICE.
  5. Enter the quantity and the amount of your items or services.
  6. Click Save and close.

For more information, I've included our detailed guide in creating an estimate.

 

I'll be around if you have more questions about this.

how to find company id
Level 1

Why isn't there a Sales Order option on the QB online version?

If you do use a customize Estimate as a sales order

How can you view the list of open estimates (that were not converted to invoices)?
How can you add this to your dashboard?

IntuitLily
Moderator

Why isn't there a Sales Order option on the QB online version?

I appreciate you joining in the thread, @how to find company id.

 

When viewing the list of open estimates, you can run the Estimates and Progress Invoicing Summary by Customer or Estimates by Customer report.

 

The Estimate will show as Pending if it's not yet linked to an invoice. For the Estimates by Customer report, you may filter it to the following: 

  • Pending
  • Accepted
  • Pending or Accepted
  • Closed
  • Rejected
  • Not Rejected

 

Here's how to run the Estimates by Customer report:

  1. Go to Reports.
  2. Enter Estimates by Customer on the search field.
  3. Click the Customize tab.
  4. Go to the Filter option and check the Transaction Type.
  5. Choose Estimate on the drop-down.
  6. Check the Estimate Status and choose Pending.
  7. Click the Run report tab when done.

Additionally, the Dashboard only displays the status of your income and expenses. We don't have the option to customize it and show a visual representation of estimates. You can refer to this link for more info: An introduction to the home dashboard.

 

 

Post in the Community again if you have any questions. I’m more than happy to help. Have a pleasant day ahead!

flightpath102
Level 1

Why isn't there a Sales Order option on the QB online version?

Dear James Tuan T,

 

If I convert the estimate into an invoice and add the deposit amount, the invoice date would need to be altered upon the delivery of the goods, to follow the accrual accounting method. This is not only inefficient, but generally not recommended because reporting is inaccurate. 

 

To work around this issue, I've created journal entries increasing the cash account (asset) for the deposits, and increased the deferred revenue (liability) accounts, however-- the issue now is that quickbooks reports indicates the business is running at a loss-- which is also inaccurate. The deposits are not recognized as deposits for the invoices, and liability accounts have grown. 

 

I would sincerely appreciate any advice you can offer.  

MaryLandT
Moderator

Why isn't there a Sales Order option on the QB online version?

I'm glad to lend a hand, flightpath102.

 

You need to use the accounts receivable as the source account of the deposit. Then, link the deposit and the invoice. This will help increase your profit.

 

To do so, please follow the steps listed below:

  1. Open the deposit, then change the posting account to Accounts Receivable.
  2. Click Save and close.
  3. Navigate the + New button, then select Receive payment.
  4. Select the customer who owns the invoice.
  5. Choose the account where you want to record the payment.
  6. Mark the invoice under Outstanding Transaction and the deposit under Credits.
    linkthedepositandtheinvoice.PNG
  7. Click Save and close.
  8. This will record one payment on your register.

Learn more about the process above by going through this article, Record invoice payments in QuickBooks Online.

 

Don't hesitate to leave a comment below if you need additional information. I'm happy to help ensure your success.

flightpath102
Level 1

Why isn't there a Sales Order option on the QB online version?

Dear MarylandT,

 
While your suggestion would help increase my profit, it does not solve the main issue I am trying to address— how to record invoices when goods are delivered as per accrual accounting. If I change an estimate to an invoice, the invoice date is inaccurate and I would need to change it at a later date to match the delivery. This method would not allow me to see how well my business is running regarding expenses for particular deliveries, and reports would be incorrect as the invoice dates would need adjustment to match delivery.
 
Additionally, I do not use the banking feature in quickbooks, so I am not able to use the accounts receivable as the source of my deposit. 
 
Please kindly let me know if you can offer additional solutions. 
 
Thank you
GraceC
QuickBooks Team

Why isn't there a Sales Order option on the QB online version?

Hello there, @flightpath102.

 

When converting your estimate to invoice, edit the invoice so the posting date will be when the items are delivered. Let me guide you how.
 
  1. Go to Sales.
  2. In the Customers tab, click on the customer name.
  3. Select the invoice to open it up.
  4. Update the invoice date.
  5. Click on Save and close.

See the How to Adjust Invoice Payment Terms in QuickBooks Online article for further guidance.

 

Also, I'm linking an article about receipt term for future reference: Due date and invoice date do not match when using due on receipt term.

 

Please let me know if you have further questions, I'll be here to help. Have a great day!

condron
Level 2

Why isn't there a Sales Order option on the QB online version?

Honestly ridiculous this is still not finished. Come on Intuit... as others have said, this is GAP 101. An estimate is not a sale, nor does not allocate inventory, or link to relevant purchase orders. It is in no way an acceptable work around / practice to invoice for an item that has yet to be made or delivered. Some of our items take 3 or 4 months from the time the order is placed, to the time it is delivered. We cannot have all of these ridiculous partial invoices / estimates hanging out there. It would create a total mess. 

eric34
Level 2

Why isn't there a Sales Order option on the QB online version?

Can you refund my subscription? We are currently using quickbook desktop and mindlessly attempted to migrate to quickbooks online thinking that the process would be almost same if not identical. Find out, there is no sales order function! 

 

You seem to try to separate ERP solutions from accounting solution.

 

Not a smart move. Most of quickbook users cannot afford ERP solutions. You lose many crowds by eliminating this sales order step.

Adrian_A
Moderator

Why isn't there a Sales Order option on the QB online version?

Hello there, eric34.

 

I'm unable to tell if and when we can refund your subscription payment. However, I'd recommend reaching out to our Phone Support team so they can advice you on what to do with the refund. Here's how:

 

  1. From the Help menu, select QuickBooks Desktop Help.
  2. Scroll-down and then click Contact Us.
  3. In the Ask a question field, enter can you refund my subscription?
  4. Click Continue.
  5. Select either Start messaging or Get a callback.

 

 

Since sales order isn't available in QuickBooks Online, you can create an Estimate as a replacement. It is a proposal for a specific price that you can turn into an invoice. You can refer to this article to know more: Set up and use estimates.

 

You can also rename the form from Estimate to Sales Order.

 

If you have other questions regarding Estimate, please let me know. I've got you!

MikeRennie
Level 1

Why isn't there a Sales Order option on the QB online version?

It's even worse that it's now 2020 and Sales Orders as a feature in QBO are nowhere in sight.

MarsStephanieL
QuickBooks Team

Why isn't there a Sales Order option on the QB online version?

Hi there, MikeRennie.

 

As mentioned by my colleague, Adrian_A. The alternative way to record a Sales order is to create an estimate here in QuickBooks Online. Let me show you how to create this transaction.

 

  1. In your QuickBooks company, go to the Hamburger menu.
  2. Select the +New menu and choose the Estimate under the Customers column.
  3. Enter the details.
  4. Verify then hit Save and Close.

 

Here's a screenshot for your reference.

 

 

Also, here's how you will link your Estimate to an Invoice.

 

  1. Go to the + New menu and choose Invoice under the Customers column.
  2. Enter the name of the customer which we recently made an estimate.
  3. A section for the estimate to be applied will be visible on the right pane.
  4. Click Add on the estimate.
  5. Verify the detail and hit Save and Close.

 

I added a screenshot to see how it looks.

 

 

Here's how to check the records of the customer's transaction:

 

  1. Go to the Sales menu and choose Customers.
  2. Enter the customer's name and check the transactions.

 

Here's how it looks like.

 

 

As you can see,the estimate's status you have linked to the invoice is Closed, that is because it is already linked to an invoice.

 

For future reference, check out this article: Set up and send progress invoices in QuickBooks Online.

 

Count me in if you need further assistance. Take care!

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