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BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months* Ends 11/30
Buy nowYou may want to consider using the Custom form style to transform the Estimate feature in QuickBooks Online (QBO) into an Order Confirmation form, @office339. I can guide you through the process.
We use estimates because they record an agreement without affecting your general ledger or customer balance. This approach is most effective if you rarely use the original estimate form.
Here are the steps to set up this custom form:
If you want to improve the content and appearance of your new form, navigate through this article for more details about this process: Customizing Sales Forms in QBO.
Once done, here's how you can then create an Order Confirmation:
If your business requires features like sequential order numbering, tracking fulfillment status, or complex inventory management, you may need a dedicated solution. You can tap the My Integration icon to search for apps that provide robust order confirmation and fulfillment workflows.
Feel free to post a response if you have any clarifications or additional queries about managing sales forms in QuickBooks. I'm always here to help.