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bubbav
September 8, 2024
Question

how do i create a build sheet from an invoice

  • September 8, 2024
  • 1 reply
  • 0 views

i want to create a build sheet from an invoice in quickbooks. have been using a packing slip printout to produce the order, however it still has all of the customer info on such a sheet. would rather have it simply have the customer #, not the complete customer information.

1 reply

JenoP
JenoP
September 8, 2024

I totally see how creating build sheets can speed up your manufacturing processes, bubbav. Allow me to directly answer your question about this.

 

For now, there's no option to create a build sheet within QuickBooks Online.

 

You'll want to send feedback or submit a feature request about this to our product engineers. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feature request about being able to create build sheets directly within QBO.
  3. Click Next to send it to our product engineers.

 

In the meantime, you'll want to look for third-party apps that offer the ability to create build sheets. You can search for accredited apps here: https://quickbooks.intuit.com/app/apps/home/.

 

You may also find the QuickBooks Online shipping manager feature useful. More details on its functionality can be found in this article: About QuickBooks Online Shipping Manager.

 

Please feel free to reach out again if you have any other questions when recording sales or shipping processes in QuickBooks. My colleagues and I are always happy to provide assistance.

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