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TomMan69
April 13, 2023
Question

Sales Orders and Quotes

  • April 13, 2023
  • 1 reply
  • 0 views

One of our largest customers sometimes issues Purchase Orders with zero dollar pricing for new parts in order to secure a place for their order in our busy production schedule.  Then, once they are provided a quote for the PO items, they send us a revised PO with pricing.  After we enter the Quote (estimate) in QuickBooks, is there a way to link that Quote back to the Sales Order that already exists, to create the link between the two documents and also update the pricing?  At this point, we have to record the Quote and then go into the Sales Order to update the pricing.  Thanks for any suggestions!

1 reply

M
Mich_S
April 21, 2023

No, we're unable to link an estimate to an existing sales order in QuickBooks Desktop, TomMan69. I'll share some details and workaround about it.

 

In QBDT, you'll need to create an estimate first then create a sales order from it. Alternatively, you can delete the sales order and generate a new one from the estimate you want it to associate. Here's how:

 

  1. Locate and open the correct estimate.
  2. Click on Create Sales Order at the top of the estimate form.
  3. When the sales order shows, edit the information as needed.
  4. Once done, click on Save & Close. Please check the image below for reference:

 

 

For more details, browse this module: Create and manage a sales order in QuickBooks Desktop.

 

Here's an extra guide for you to review customer-related transactions: Accounts Receivable Workflow.

 

You can always get back to us if you need more help with estimates, sales orders, or QuickBooks. We'll make sure to respond as soon as we can. Have a good one!

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