Let's ensure you can record a transaction according to your need, rubenh.
Currently, there's no Sales Order feature in QuickBooks Online (QBO). I can see how having this additional feature and functionality would be helpful for you and your business.
I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.
As a workaround, we can create an Estimate as a replacement. An estimate is a non-posting transaction that can be turned into an invoice at a later time. When the customer gets the invoice, this can act as the sales order.
Here's how to submit feedback:
- Click the Gear icon at the top, then select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
I've included this article that will help you in designing and personalizing your estimates: Customise sales forms in QBO.
My doors are always open to help if you have any other questions about Sales orders. Have a good one!
