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Reports and accounting

We can create an Estimate, activeg2014.

 

QuickBooks Online (QBO) doesn't have a Sales Order option. However, you can create an Estimate as a replacement and, later on, convert into invoices. 

 

Here's how to create an Estimate:

 

  1. From the + New button, select Estimate.
  2. Select a Customer.
  3. Enter their Email.
  4. Enter a PRODUCT/SERVICEQTYRATE, and AMOUNT.
  5. Click either Save and sendSave and close, or Save and new.

 

You also have the option to rename the transaction form from Estimate to Sales Order.

 

When you're ready to convert the Estimate to an invoice, you can check this guide: Convert an Estimate Into an Invoice in QuickBooks Online.

 

I'm just a post-away if you need help in converting the Estimate. Keep safe!