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December 9, 2024
Question

HOW TO ADD CUSTOMER PO%2C SHIP DATE. DUE DATE%2C SHIPPING METHOD%2C TERMS%2C IN SALES ORDER IN QB OLINE

  • December 9, 2024
  • 2 replies
  • 0 views

How to add Customer's PO number, Ship Date, Shipping Method, Terms in QuickBooks Online's SALES ORDER?

2 replies

December 9, 2024

The option to add a PO number, ship date, shipping method, and terms in the Sales order is currently unavailable in QuickBooks Online (QBO), Saqib.

 

I acknowledge your need for the feature. Therefore, I recommend sharing your suggestions directly with our Product Development Team. They value customer feedback as it guides future enhancements for QuickBooks' functionality. Here's how to do that:

 

1. Go to the Gear icon.

2. Under Profile, select Feedback. 

3. Enter your suggestions and click Next.

 

In the meantime, you can use the Note to Customer field to add any information for the customer.

 

For more details on handling sales orders, feel free to read this article: Create and manage sales orders in QuickBooks Online.

 

If a customer pays an invoice, record the payment to link it to the invoice and balance your accounts.

 

We're always available to promptly address any further questions you have on managing your sales order. Have a great day, and take care.

Saqib-ASAuthor
December 11, 2024

If we put Customer PO and Shipping and Due/Cancel Dates in Customer Remarks Box, then how can we search by Customer PO Number and run a report for all OPEN SALES ORDERS

December 10, 2024

@Saqib-AS 

Do you mean Purchase Order? As I know there is no Sales Order feature yet in QB Online.

Saqib-ASAuthor
December 11, 2024

Yes, there is a CUSTOMER SALES ORDER Form available in QBO but it doesn't have the options available to add more fields, neither couldn't find anything to upload data from Excel spreadsheet to create New Sales Orders with the one bill to address for a Customer PO number but ship to multiple 100s different stores addresses.