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Replying to:
AlcaeusF
Moderator

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Hi there, @Dil3600.

 

Welcome to the Community. I can provide some clarification about creating sales orders.

 

Currently, the ability to create a sales order in QuickBooks Online is unavailable. The only option is to create an estimate and copy it to a purchase order.

 

First, you'll need to turn on the purchase order feature. Here's how:

 

  1. Go to Settings ⚙, then select Account and Settings.
  2. Go to Expenses.
  3. Select the pencil ✎ icon in the Purchase orders section.
  4. Select Use purchase orders.
  5. Select Save.

 

Once done, you can proceed with copying an estimate to a purchase order. Please follow these steps:

 

  1. Select + New.
  2. Choose Estimate.
  3. Enter customer and product or service details. Then select Save.
  4. A drop-down choice of Create invoice or Copy to purchase order will appear next to the amount.
  5. Choose Copy to purchase order.
  6. Select a Vendor.
  7. In the Item details section, select the same customer used on the purchase order.
  8. Select Save and close.

 

Please note that only items marked as purchased from vendors get copied over to purchase orders. Verify that your products or services are marked accordingly through these steps:

 

  1. Click the Gear icon in the upper-right, then choose Products and Services.
  2. Find the product or service. Then select Edit.
  3. In the Purchasing information section, select the I purchase this product/service from a vendor checkbox.
  4. Select Save.

 

For more information, as well as how to update an estimate's status, I recommend the following article: Create and send estimates in QuickBooks Online.

 

Drop me a comment below if you have any other questions about creating transactions. I'll be happy to help you some more.

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