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Mar 21, 2023 8:45 PM UTC
Question

Can we create a packing list from the estimate before sending to accounting for invoicing? we are using QBO advance.

Original commenter did not share additional details

7 replies

Mar 21, 2023 10:52 PM UTC

Hi there, 

 

Glad to have you connect with us here in the Community. It's essential you're able to create a packing slip and I'll be glad to show you how. The program offers all the tools and the resources that help you streamline your accounting. 

 

Here's how you can create/print a packing slip in QuickBooks: 

 

1.  Go to Customers & leads and select Customers > Select the customer's name to display a list of their transactions. 

2. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Packing Slip.

3.  Select the Batch actions dropdown, then choose Print packing slip. 

4. The print preview screen will open so you can select printing options, preview, and print.

 

Give this a try and let me know how you make out. I'll be one message away in case you need anything else. Otherwise, I wish you a great rest of the week. 

 

Oct 17, 2024 3:54 PM UTC

Can i print a packing slip from a estimate

Oct 17, 2024 4:42 PM UTC

Hello Accounting Cor. Welcome to the Community. I'd like to make sure I'm on the same page as you, could you elaborate on what you mean by printing a packing slip from an estimate?

Jan 23, 2024 9:07 PM UTC

Hi @s-wilmot-gomtc-c ,

I am facing the same issue at my company. Being a software developer, I developed a web application which solves the exact problem that you described.

This it the link to my tool.

https://quickship-quickship.koyeb.app/

 

Happy to help!