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Replying to:
AlcaeusF
Moderator

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Hello @Pipe3001,

 

Thanks for joining the Community. I'm here to assist you with your concern about Sales Orders.

 

Right now, creating a Sales Order is only available in the Desktop version of QuickBooks. Since this is a non-posting transaction, you can use an Estimate as an alternative option.

 

The inventory count is affected when you apply an Estimate to an Invoice or Sales Receipt. You can create an Estimate template and rename it from Estimate to Sales Order.

 

Here's how:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Click New style to create a new template.
  4. Or click edit to open an existing template.
  5. Go to the Content tab.
  6. Click the pencil icon in the upper-right corner.
  7. Below Form, change the name to Sales Order.
  8. Click Done.

To learn more, you can visit this article: Estimates/Quotes: setup and function.

 

I also encourage you to send feedback requesting that this feature be available in the future. A feature that's essential to your business is what matters, so please submit this request by clicking the Gear icon and selecting the Feedback option.

 

If you have further questions, feel free to post a comment below. The Community is here anytime you need help.

 

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