Account management

Let me provide some information about sales orders to estimates in Quickbooks, @michelledmarciano.

 I can see the relevance of automatically deducting from the open balance of the estimate when a Sales order is created. Currently, this option is currently unavailable. 

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

1. Open your QuickBooks Desktop file.
2. Select the Help menu.
3. Click Send Feedback Online and choose Product Suggestion.
4. Enter your recommendation and select Send Feedback.
   
   

In the meantime, you'll want to follow the suggestion provided by my colleague above.

I also encourage you to visit this resource that will guide you in managing sales orders: Create a sales order in QuickBooks Desktop.

As always, add a comment below if you have any other questions about managing your customer transactions in QuickBooks. I'm here to help always. Take care!