Thanks for joining the thread, @LMC14. We'll provide information about the sales order feature inside QuickBooks Online (QBO).
We recognize the relevance of having this option available inside QBO. However, please be aware that this feature is only available for the desktop version or QuickBooks Desktop (QBDT). In QBO, you can utilize the Estimate option and convert it to an Invoice after a customer accepts your estimate. Also, both options allow you to enter a customer's phone number and email address. If you wish to learn more about the process, we'll write down the steps to get you going.
In case you have existing estimates inside the program, you can follow these steps:
- Go to Sales then select All sales (Take me there).
- Find the estimate you want to convert.
- If the status column displays Rejected, you’ll need to update the status before you can convert it. (If the status is not Rejected, skip to step 4.)
- Select the ▼ dropdown in the Action column, and select Update status.
- In the Status field, select the ▼ dropdown and select Pending or Accepted.
- Select OK. Then find the correct estimate on the Estimates list.
4. In the Action column, select Convert to invoice.
5. Make any updates to the invoice, if needed.
6. Then select Save.
For more details, please see this page: Convert an estimate into an invoice in QuickBooks Online.
In addition, you can visit these articles to help you manage invoice payments, create personalize sales forms, and keep track of your transactions inside the program:
We're open 24/7 to help you if you need assistance managing transactions inside QuickBooks, @LMC14. Please feel free to visit us anytime. Keep safe, and have a good one.
