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April 17, 2025
Question

Dear QBO Experts,We just started to use Sales Orders under Sales. How to amend the format/layout in the Sales Order Template? Thank you.

  • April 17, 2025
  • 1 reply
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1 reply

April 17, 2025

The ability to format or layout the sales order template isn't available, Dixon. I encourage you to submit feedback to our Product Development Team, so they may consider incorporating your suggestion in forthcoming updates. 

 

Here's how you can send feedback:

 

  1. Open your QuickBooks Online Account.
  2. Go to the Gear icon.
  3. Under the Profile column, select Feedback.
  4. Enter your comments or product suggestions.
  5. Select Next to submit.

To stay updated with product changes, check the Customer Feedback Updates page.

 

After handling your Sales Order, you can turn it into an invoice. For guidance, refer to the article: Create an Invoice for the Sales Order.

 

Please don't hesitate to utilize the Reply button below. The Community is always here to provide a prompt response.