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May 6, 2024
Question

How can I convert an Estimate into a Sales Order? When an Estimate is accepted, it may be weeks or months before the job is ready for invoicing.

  • May 6, 2024
  • 1 reply
  • 0 views
We need to generate reports for all 3 stages.

1 reply

May 6, 2024

It's great to have you here in the Community forum, luckysignshop.

 

At this time, it's not possible to convert an estimate into a sales order in QuickBooks Online (QBO). This is because the ability to track sales orders is only available in QuickBooks Desktop (QBDT). However, you can explore third-party apps to help you track sales orders. To find an app that fits your business needs, you can use specific keywords to narrow your search and check reviews from other customers.

 

To look for an app, here's how:

 

  1. On your QBO account, click Apps in the left menu. 
  2. Go to the Finds Apps tab.
  3. In the search tab, type in the app you're looking for.

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

To generate reports to see your estimates and whether they're accepted or invoiced, you can pull up the Estimate by Customer report. Here's how:

 

  1. In the left menu, click Reports.
  2. In the search field, type in Estimates by Customer and click on it to open the report.
  3. Select the date range.
  4. Click Run report.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

 

 

Feel free to return to this post if you need further help tracking your estimate in QBO, luckysignshop. We're always available to assist you.