Sales Order Processing

TJ Duncan · ‎June 09, 2023

I have a client interested in using QB but they have concerns that it hasnt a sales order processing facility. They need Estimate, acknowledgement, Delivery Note then Invoice. Can this be done?

Ashleigh1 · ‎June 09, 2023

Hello TJDuncan, welcome to the Community page, they will not be able to do all of that in QuickBooks they can create and estimate convert that into an invoice and then receive payment on the invoice. Here are some articles to help

Create and send estimates in QuickBooks Online

Convert an estimate into an invoice in QuickBooks Online

Create invoices in QuickBooks Online

Record invoice payments in QuickBooks Online

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AI Researcher · ‎October 14, 2024

Hello @TJ Duncan ,

I am glad to see that you are getting new clients. As of today October 2024, QBO does not have a feature to manually add your sales orders. For now it has a feature to connect online sales channels like Amazon, Shopify and others.

Incase you really need sales orders in your QBO, you might need a third-party app that can integrate into your clients QBO.

Sales Order Processing

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