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Replying to:
Rea_M
Moderator

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Hello there, @Bj94. Welcome to the Community.

 

Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Online (QBO).

 

For the time being, the option to create sales orders is still unavailable in QBO. However, you can enter an estimate and convert it into an invoice or copy it to a purchase order. Then, you may also want to integrate a third-party application that can do it for you.

 

On the other hand, I can see how the benefit of being able to create sales orders would aid you in managing your business's transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

Also, you may want to check out this article as your reference to guide you in pulling up customer or vendor reports to see all their payments and compare your income and expenses in QBO: Common custom reports in QuickBooks Online.

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

Let me know if you have other feature concerns or questions about managing income and sales transactions in QBO. I'll gladly help. Take care, and I wish you continued success, @Bj94.

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