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TJ Duncan
Jun 9, 2023 7:52 AM UTC
Solved

Sales Order Processing

I have a client interested in using QB but they have concerns that it hasnt a sales order processing facility.  They need Estimate, acknowledgement, Delivery Note then Invoice.  Can this be done? 

Ashleigh1Answer
Jun 9, 2023 10:59 AM UTC

Hello TJDuncan, welcome to the Community page, they will not be able to do all of that in QuickBooks they can create and estimate convert that into an invoice and then receive payment on the invoice. Here are some articles to help 

 

Create and send estimates in QuickBooks Online

Convert an estimate into an invoice in QuickBooks Online

Create invoices in QuickBooks Online

Record invoice payments in QuickBooks Online

 

 

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2 replies

Ashleigh1Answer
Jun 9, 2023 10:59 AM UTC

Hello TJDuncan, welcome to the Community page, they will not be able to do all of that in QuickBooks they can create and estimate convert that into an invoice and then receive payment on the invoice. Here are some articles to help 

 

Create and send estimates in QuickBooks Online

Convert an estimate into an invoice in QuickBooks Online

Create invoices in QuickBooks Online

Record invoice payments in QuickBooks Online

 

 

AI Researcher
AI Researcher
Oct 14, 2024 1:01 PM UTC

Hello @TJ Duncan ,

I am glad to see that you are getting new clients. As of today October 2024, QBO does not have a feature to manually add your sales orders. For now it has a feature to connect online sales channels like Amazon, Shopify and others. 

 

Incase you really need sales orders in your QBO, you might need a third-party app that can integrate into your clients QBO.

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