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ike2210
Level 1

Is there no sales order in quickbooks online?

 
5 Comments 5
JessT
QuickBooks Team

Is there no sales order in quickbooks online?

Hi ike2210,

 

Yes, QuickBooks Online doesn't have a sales order transaction type like in QuickBooks Desktop. What we do in QBO is we use the Estimate. We can create an estimate template and change the form name to Sales Order, so it'll be printed that way.

 

sales order template.PNG

 

To use the template, click the Customise button at the bottom of an estimate and select the template name.

 

You can always go back to this thread if you have additional questions about this workaround.

Fiat Lux - ASIA
Level 15

Is there no sales order in quickbooks online?

@ike2210 

Should you need that feature, consider having a 3rd party app specific to your busienss. e.g if you are trading goods, the  inventory maangement app has the feature. 

DGW80
Level 1

Is there no sales order in quickbooks online?

I see how you can "rename" the Estimate to a "Sales Order" but the function is still an estimate.  If I have qty of 5 and ship only 2 and invoice only 2, I want my updated Sales Order to show a BACK ORDER of 3.  How do you do this in QBO?  Looks like you can't...??

 

MadelynC
QuickBooks Team

Is there no sales order in quickbooks online?

I have some information to share with you, @DGW80.


You’re correct. The function of an estimate will remain the same, even renaming it to sales order. You may consider using a third-party app as suggested by our Community backer Fiat Lux – ASIA.


You can also visit your Apps menu. It contains several apps that compatible with QuickBooks Online. From there, you can look for a tool that has the ability to show backorder.


Here’s how:

 

  1. Open your QBO account.
  2. From your left navigation pane, select Apps.
  3. Enter a keyword in the Search field.
  4. You can select each to view the key benefits and other details.
    Capture.PNG


You might want to read this guide that gives tools to create attractive and personalise sales forms. From there, you can modify their appearance and layouts to help enhance your business: Customise invoices, estimates, and sales receipts in QBO.


Please let me know if you have other questions or concerns with your sales forms. We'll always be here to help you out. Take care!

Fiat Lux - ASIA
Level 15

Is there no sales order in quickbooks online?

@DGW80 

They acquired the following app last year with the Sales Order and Backorder feature to integrate with QBO.

https://go.tradegecko.com/register?code=fiat-lux