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graphicsetc
February 24, 2021
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I have a customer that requires an order acknowledgement. Is there any way in QuickBooks online to send them one?

  • February 24, 2021
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by GlinetteC

Order Acknowledgement is unavailable in QuickBooks Online, only the Estimate option, Traci.

 

I'll guide you on how to convert the estimate to invoice. The steps depend on whether you have the new or old version of the estimates.

 

If you're using the old version:

 

  1. From the Sales menu, select All Sales.
  2. Locate and open the estimate you want to convert.
  3. Check the status under the customer's name. 
  4. Select the Accepted or Pending status, then click Save.
  5. Select Create invoice.
  6. Click on Save and send or Save and close.

 

If you're using the new version:

 

  1. Go to Sales and select All Sales.
  2. Locate the estimate you want to convert. 
  3. If the status column displays Declined, you’ll need to update the status before you can convert it. (If the status is not Declined, skip to step 4.) 
  4. In the Status field, select the dropdown arrow then, Update Status.
  5. In the Status field, select the dropdown arrow and choose Pending or Accepted. 
  6. Select Ok and locate the correct estimate.
  7. In the Action column, select the dropdown. Then select Convert to invoice.
  8. Make any updates to the invoice, if needed. 
  9. Then select Save.

 

If you need help customizing sales forms, you can use this resource for reference and guide: Customize invoices, estimates, and sales receipts in QBO.

 

You can always get back to the Community if you have follow-up questions. We're ready to help you out.

3 replies

C
Charies_M
February 24, 2021

Thanks for asking about this, graphicsetc.

 

The option to create and send an order acknowledgment is unavailable in QuickBooks Online (QBO). Alternatively, you can create a custom template for one of your sales forms and change the name to Order Acknowledgement.

 

I'll show you an example using an estimate:

 

  1. Go to the Gear icon at the upper right.
  2. Select Custom Form Styles under Your Company.
    1.PNG
  3. Choose New Style, and click Estimate from the drop down.
    2.PNG
  4. Go to the Content tab, click the upper section.
  5. Then, enter Order Acknowledgement on the Form names section.
    1.PNG
  6. Go to the Emails tab. then type in Order Acknowledgement on the Subject section. 
  7. Click Done.
    2.PNG
  8. To rename the template, click Edit on the Custom form styles page.
  9. Enter the new name and click OK.

For more information about this process, you can visit this article: Customize invoices, estimates, and sales receipts in QBO.

 

Also, you can look for a third-party application that can help create an order acknowledgment that best suits your business needs.

 

Here's are the steps to route you to QuickBooks Apps:

 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/.
  2. Choose an application from the results.
  3. You can click Learn more for more information about the app.

All the applications listed are verified and approved by our product engineers to work best with QuickBooks Online.

 

While we continue to work on improving the features of the product, I want you to stay updated with the latest QuickBooks news and features by visiting our QuickBooks blog.

 

The Community will always have your back if you need anything else while working with QBO. Have a good one.

A
Armani858
February 22, 2022

I don’t have “custom form styles” under my company options. How do I turn that on?

Angelyn_T
Angelyn_T
February 22, 2022

Hi there, @Armani858. I can share with you some additional insights about the Custom form styles option under the Your Company tab.

 

The Custom form styles menu must be available from the Settings icon for all QuickBooks Online (QBO) plans. The feature allows you to modify your forms and create attractive, professional-looking invoices, estimates, and sales receipts.

 

Since you don't see the option from there, please make sure to access QuickBooks as a master admin or user rights with permission to modify the QBO sales forms. If the tab is still missing, I'd suggest performing the basic troubleshooting steps to isolate the issue.

 

First, sign in to your QBO account using a private window to check browser-related issues while working with QuickBooks. Then, check the Custom form styles menu from the Gear icon.

 

To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

If it works fine, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

For more tips about personalizing your forms in QBO, you can open this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need to import and design your form, use this link as your reference: Import custom form styles for invoices or estimates.

 

Let me know if you need additional help while accessing the Custom form styles tab. I'll be right here to provide additional assistance. Wishing you a good one!

C
Charies_M
February 27, 2021

Hi, graphicsetc.


Hope you’re doing great. I wanted to see how everything is going about the order acknowledgment you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

A
antoncleverence
December 4, 2024

Hello!

QuickBooks Online doesn’t have a built-in "order acknowledgment" feature, but you can easily create an estimate or sales order that can serve the same purpose. To do this, simply create an estimate or sales order for your customer, which you can then email to them as an acknowledgment of the order. This will show the details of the order, and you can customize the message.

If you need more robust inventory management with barcode scanning and real-time tracking, consider using Cleverence Warehouse 15. It integrates with QuickBooks, helping you manage orders and track inventory via mobile devices, all while ensuring QuickBooks is always up-to-date.

Learn more about Cleverence Warehouse 15 here:
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