I'll provide some information on how you can track inventory in QuickBooks, orianadelv.
QuickBooks Online (QBO) lets you manage your inventory, track items and get alerts when it's time to restock. Since the estimate is a non-posting transaction, tracking inventory using estimate is unavailable. You'll want to convert it first to an invoice. To do so, follow the steps below:
- Go to Bookkeeping then Transactions then select All Sales (Take me there), or go to Sales then select All Sales (Take me there).
- Find and open the estimate you want to convert.
- Check the status of the estimate under the customer’s name. You can only convert an estimate with an accepted or pending status. If that is the status, skip this step.
- If the status is closed or rejected, select the ▼ dropdown.
- Select either the Accepted or Pending status. Then select Save.
- Select the Create invoice button.
- Make any updates to the invoice, if needed.
- If you’re ready to send the invoice to your customer, select Save and send. Or select Save and close if you want to send the invoice later.
For more information, you'll want to check this article if you're using the new estimates and invoices experience: Convert An Estimate Into An Invoice In QuickBooks Online.
Furthermore, you can use the built-in inventory feature when tracking inventory manually. I've provided this article for your reference: Can I track Inventory Manually In QuickBooks Online?
Please get back to us if you have any concerns about inventory. We're always right here to help.
