Question

Why isn't there a Sales Order option on the QB online version?

Forum|Forum|7 years ago
January 11, 2019
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QuickBooks Online

QuickBooks Online (QBO) doesn't have a Sales Order option. However, you can create an Estimate as a replacement and later on, convert into invoices. Both are non-posting transactions and will not be included on the Profit & Loss report.

Sales Orders help you record sales of products & services your customer orders. It then allows you to keep track of multiple orders & then combine them on a single invoice. On the other hand, an Estimate is a proposal for something for a specific price that you can turned into an invoice.

You also have the option to rename the transaction form from Estimate to Sales Order. You'll create an Estimate but your customer will receive a Sales Order. Here's how:

Go to the Gear icon, then select Custom Form Styles.
Locate the Estimate form, then under Action column, click Edit.
Select the Content tab, then click the Title section of the form.
Replace the Form names from estimate to Sales Order.
Click the Done button.

I've attached screenshots below for your reference.

Please don't hesitate to leave a comment if you have further concerns about QuickBooks Online features. I'm just around if you need help.

F

fcalero

Hello, I was reviewing this answer and it looks great but, I would like to know if I do the estimate does it deduct the pieces from the inventory so I know how many pieces are left, or this will only happen after I invoice.

Thank you

Fernando

J

JonpriL

You're absolutely correct, @fcalero!

Allow me to share a little more information about creating an estimate.

@Rea_M is correct. In addition, creating an estimate happens when you're giving a proposal of items or services to your customers. With this, the quantity of your inventory items is not affected. This also allows you to create an invoice, once your customer agrees with your proposal.

If you haven't created one yet, let me show you how to create an estimate.

Go to the Plus icon.
Under Customers, select Estimate.
Select a customer and a date for your estimate.
Choose an item or service under PRODUCT/SERVICE.
Enter the quantity and the amount of your items or services.
Click Save and close.

For your reference, I've included our detailed guide in creating an estimate.

Fill me in if you have in other questions by leaving a comment below. I'll be here to keep helping. Enjoy your weekend!

S

sahm1

Sales Orders and Purchase Orders
I suggest QBO developers look at other software's like ERP-Horizon as they have all the features people are looking for with the same cost.

HoneyLynn_G

Hi there, @sahm1.

I appreciate you joining this thread and providing feedback about QuickBooks Online functionalities.

It's our outmost goal to cater all business' needs, and you're helping us achieve it with your suggestion and idea. I'll make sure your voice is heard by sharing it with our developers.

To get an overview of the QBO functionalities and features, you can visit the following links:

There you have it, @sahm1. Let me know if there's anything else I can do or you have other proposals. I'd be here to provide more help and share them on your behalf.

T

taxpro2000

Use estimates. Check this https://quickbooks.intuit.com/learn-support/en-us/estimate-costs/set-up-and-use-estimates/00/186122

Are you tone deaf?

Hi there. I also need to use the Sales Order option, which is not available, to track incoming orders and backorders. I have just tried using the Estimate option (Changed the name to Estimate / Sales Order) and then invoicing from there. I now need to be able to print a report on these open quotes showing the backorders / items not yet invoiced and outstanding. I cannot find / customise a report for this - perhaps you can assist?

C

ChristieAnn 11

Hi there, Ilana.

I can assist you on how to run a report that shows what you need.

I suggest running the Estimates by Customer report. And, customize it from there to show what is the estimate that you've already linked or added to an invoice. Please note, you're able to see this under the Estimate Status.

Here's how:

Click the Reports at the left panel.
Go to the search icon and type the report mentioned above.
Select the Report period drop-down arrow and choose specific dates.
Click the Customize button.
From Rows/Columns, you can choose customer to show in the report.
In the Filter drop-down list, put a checkmark in the Transaction Type and Estimate Status boxes.
Choose Non-posting under Transaction Type to show all the data about an estimate. Select the specific estimate status that you want to show on the report.
Customize the other option that you wish to see in the report.
Hit the Run report button.

Currently, the option to show backorders will not show on the report mentioned above. However, I suggest exporting the report to an excel and customize it from there. This way, you're able to add a column for backorders.

For items that not yet invoiced and show outstanding, you can pull up Inventory Valuation Detail and customize this report. From there, you're able to see Qty on hand, asset value and, the Fifo cost. You can refer to this article to see more information on how to customize your report to show the specific data: Customize reports in QuickBooks Online.

Please check this article to see a table that contains different available reports in QuickBooks Online: Reports included in your QuickBooks Online subscription.

Don't hesitate to ask if you have other questions related to QuickBooks. I'm always here to help.

I

Ilana

Hi Christie Ann, I have tried this but no job. I need to print a list of the items outstanding / backorder by product or customer, both these option do not get this for me.

I

Ilana

HI there

I tried the create and estimate option and invoice as stock is available - but you cannot track back orders like this. I have found SOS Inventory which integrates well with QBO - what do you think. You have to turn off tracking on QBO - is this ok and will you be able to track on both platforms then?

S

SarahannC

Hello there, Ilana.

Thanks for keeping an eye on this thread. I'm glad that you've found the SOS inventory in QuickBooks Online.

When using a third-party app to track inventory in QBO, we still need to turn on the inventory feature so we can accurately map them in your book. Some features may be turned like enabling the shipping, entering discount, and sales in the time of using the SOS inventory.

To turn them on, we can go to the settings. Let me show you where to do it:

Log in to your QBO account.
Go to the Gear icon.
Select Accounting and Settings under Your Customer.
Click Sales on the left side. In the Sales Form Content, check the box next to Discounts.
Click Save. Then, sync SOS inventory to QBO. You can then use the discounts in all sales forms.
Still, within the Sales Form Content, check the box next to Shipping.
Hit Save. Then, sync SOS inventory to QBO. Afterward, we will have a shipping field in all sales forms.

For more information and instruction, you can reach out to SOS inventory support from time to time. It's our separate online forum where someone will take charge of providing you a thorough explanation and insights about mapping concerns as well as how it works in QBO.

In the other scenario, if the inventory tracking in QuickBooks Online is sufficient for our needs. It's okay not to use the SOS Inventory.

If you have other questions in your mind, please get back to me as soon as possible. We are all right here to help you figure them out. Keep safe, and be well!

I

Ilana

Hi there.

Instead of incorporating another add on package like sos, is there not an option of another Quick Books Package we can convert to to enable sales orders, back order tracking etc?

Rose-A

Thank you for joining this thread, Ilana.

Allow me to provide some information regarding enabling sales orders in QuickBooks Online. You might want to look for a third-party application that allows you to create sales orders since there isn't a package or option to enable this feature in QuickBooks Online.

Please visit our Apps page through your QuickBooks Online account. Here's how:

Log in to your QuickBooks Online account.
From the left pane, click on Apps.
Search for apps in the search box.

QuickBooks displays the list of applications available that matches the description you entered. Once you find the right app, click on it to open.

You can also visit this link for a better view: https://apps.intuit.com/. From there, you can find different apps that are compatible and designed to work with QuickBooks Online.

As a workaround, you can create estimates. This will be a non-posting transaction that can be turned into an invoice at a later time. When the customer gets the invoice, this can act as the sales order.

I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

K

KwickBeuks

Seriously, the sheer amount of unhappy customers and posts should get this developed quicker. Such an integral piece of the day to day of businesses not being available is unacceptable.

I have just switched over to QBO and I am LIVID.

We need a fix, we need it now.

Can I bill QuickBooks Online for all the lost time/wasted time doing work arounds?????

R

ReymondO

We know that having this feature will greatly save your time, @KwickBeuks.

We also understand how it can be frustrating to sign up for a service and have it not work the way you think it should be. However, there are certain limitations for each product offered by QuickBooks.

Since QuickBooks Desktop and QuickBooks Online (QBO) are two different platforms, its features offer depends on how it was built by our Product Design Team.

Please know that we're taking notes of your ideas to improve your QuickBooks experience. In the meantime, you can follow the steps provided above as a workaround.

In addition, I would recommend reaching out to our customer support for the bill that you're asking. This way, they can pull up your account and settle this matter for you.

Click Help at the top right.
Select Contact Us to connect with a live support agent.
Enter your concern in the description box, then click Let's talk.
Click Get a callback.

In case you need help in performing other tasks in QBO, you can check our articles here. Make sure that the topic is set as "QuickBooks Online."

To ensure we address your concern on time, check out our support hours.

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

K

KwickBeuks

So I complain about a WORKAROUND, and what am I offered? A WORKAROUND.

STOP GIVING WORK AROUNDS, FIX THE APPLICATION!

Instead of spending all this money on After Sales Service, invest on the solution.

This is a BAND-AID and does not achieve the desired result outside of having every customer contact your customer service.

How much time, money and energy does it take to manage these online requests, the phone calls, the managers who have to speak with retention specialists and client service teams?

I would guess the cost and time would be GREATLY reduced and the client retention team could be a lot smaller if you just fix your product. IN turn, having happier clients, who via word of mouth talk about how much QB is to SAGE, XERO, NetSuite, FRESHbooks...

In a world where there is so much competition, you will alienate your brand by fighting/lying to your customers about your unfinished product.

P

pegTO

STILL NEED THIS FEATURE!!

C

Chris T1

Im about to give up on this. I need to move to ERP Horizon which does have this feature. :(

Fiat Lux - ASIA

@Chris T1

or switch to this one

https://psref.katanamrp.com/katana

D

Distribution Dave

The missing Sales Order feature from Quick Books Online is a real issue and there is not an acceptable work around for those (me) using this software in a distribution business. It's been almost 4 years that the users have been begging for this feature to be added. Is there any hope from QBO that this feature will be added to the package? I would be willing to pay more for this necessary component. The "bolt on" apps are complicated and dilute the effectiveness of the native product. Is there any hope?

G

gipisi

Of course there is hope... Haven't you heard about this amazing workaround that you can use an estimate instead?! /sarcasm

I was hoping QBO would be better than QB Desktop, enabling me to apply a down payment to a SO... Just to find out there isn't even a SO to begin with... Well then, back to the drawing board...

K

Kferraro

Can you please submit a response that is more recent than this 2019 post? I am not interested in a workaround to create a sales order, rather I would like it to be done the same way that it’s done in QB Desktop where an estimate turns into a sales order, turns into an invoice, then turns into a billing receipt..all connected

C

condron

When designing QBO, someone at intuit simply disregarded some key business processes that have been a staple in all QB desktop & enterprise platforms for dozens of years. They made the assumption that all businesses that sell products, simply have all of their widgets on a shelf just waiting for immediate fulfillment and invoice.

We have been trying for years to go from QBE to QBO, but all trials fail miserably. We just suck it up, and continue using QBE while we search for an alternative.

Insult to injury, the latest versions of QBE are even worse than the previous versions. We are now blessed with random mandatory security updates in the middle of workdays which paralyze productivity, and can last for hours.

Sales Order Processing in QBO needs to be address, not worked around. The work around does not work.