Other questions
I appreciate you getting back to this thread and providing insights on the new sales order feature in QuickBooks Online (QBO), Kferraro. Your insightful suggestion highlights an important aspect of tracking customer transactions. I encourage you to submit this valuable idea to our product engineers for consideration in future updates.
We recognize the relevance of having these functionalities available in QBO. Currently, you can only convert an estimate into an invoice and turn a sales order into the latter item.
Our engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be incorporated in upcoming updates. To send your feedback, follow these steps:
- Log in to your QuickBooks Online account.
- Go to the Gear icon in the upper right and choose Feedback under Profile.
- Type in your recommendation in the Share your feedback field.
- Click Next to submit.
Furthermore, when your customers pay their invoices, make sure to record those payments to keep your income accounts balanced. For a detailed, step-by-step guide on how to do this, I recommend checking out this article: Receive invoice payments in QuickBooks Online. It’s a great resource to help you manage your transactions smoothly!
Additionally, have you heard about our QuickBooks Live Expert Assisted team? They excel at simplifying the way you manage entries and handle your finances. I highly recommend exploring their services; you might find their support to be a significant boost for your accounting journey!
Your satisfaction truly matters to us, Kferraro. If you have any further questions or would like to dive deeper into the new sales order option in QBO, please don’t hesitate to reach out. I’m just a message away here in the community, and I’m always here to support you. Wishing you all the best!
