http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/19703.aspxMon, 04 Nov 2013 14:39:19 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:19703Method_Jason0http://forums.method.me/cs/forums/thread/19703.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=19703<p><span id="mce_0_start" style="overflow:hidden;">A user emailed in with this question:<span id="mce_21_start" style="overflow:hidden;"></span><em><span id="mce_23_start" style="overflow:hidden;"></span>&nbsp;I am missing something, I cannot convert an estimate to a sales order and then to an invoice. Is this something that needs to be turned on?</em></span></p> <p><em><span id="mce_21_end" style="overflow:hidden;"><span id="mce_23_end" style="overflow:hidden;"></span></span></em><span id="mce_0_start" style="overflow:hidden;"><span></span></span>Mark,&nbsp;</p> <p><span id="mce_1_start" style="overflow:hidden;"><span id="mce_4_start" style="overflow:hidden;"></span>From the <span id="mce_2_start" style="overflow:hidden;"></span><strong>Customers&gt;Estimates<span id="mce_2_end" style="overflow:hidden;"></span></strong> tab link,&nbsp;<span id="mce_5_start" style="overflow:hidden;">you will see a button at the bottom of the screen called <span id="mce_6_start" style="overflow:hidden;"></span><em>More actions...<span id="mce_6_end" style="overflow:hidden;"></span></em>.<span id="mce_8_start" style="overflow:hidden;"> If you click this button, you should get the option to create a <span id="mce_24_start" style="overflow:hidden;">s</span>ales order. See my screenshot below:</span></span></span></p> <p><span id="mce_1_start" style="overflow:hidden;"><span id="mce_5_start" style="overflow:hidden;"><span id="mce_8_start" style="overflow:hidden;"></span></span></span><img src="http://i.imgur.com/l92x5ak.png" width="600" alt="" /></p> <p><span id="mce_16_start" style="overflow:hidden;"><span id="mce_30_start" style="overflow:hidden;">Remember that this <span id="mce_34_start" style="overflow:hidden;">feature</span>&nbsp;will not b<span id="mce_46_start" style="overflow:hidden;"></span>e available in a Method for Quickbooks Online account <span id="mce_47_start" style="overflow:hidden;"></span>because<span id="mce_47_end" style="overflow:hidden;"></span> sales orders are not included <span id="mce_31_start" style="overflow:hidden;"></span>with<span id="mce_31_end" style="overflow:hidden;"></span> Quickbooks Online, only Quickbooks Desktop.<span id="mce_33_start" style="overflow:hidden;"></span>&nbsp;</span><span id="mce_32_start" style="overflow:hidden;"><span id="mce_35_start" style="overflow:hidden;"><span id="mce_37_start" style="overflow:hidden;"><span id="mce_38_start" style="overflow:hidden;"></span></span></span></span></span></p> <p><span id="mce_16_start" style="overflow:hidden;"><span id="mce_32_start" style="overflow:hidden;"><span id="mce_35_start" style="overflow:hidden;"><span id="mce_37_start" style="overflow:hidden;"></span></span></span><span id="mce_39_start" style="overflow:hidden;"><span id="mce_41_start" style="overflow:hidden;"><span id="mce_43_start" style="overflow:hidden;"><span id="mce_45_start" style="overflow:hidden;"><span id="mce_50_start" style="overflow:hidden;">The <span id="mce_51_start" style="overflow:hidden;"></span><em>Create Sales Order<span id="mce_51_end" style="overflow:hidden;"></span></em> link&nbsp;</span></span></span></span></span>w<span id="mce_49_start" style="overflow:hidden;"></span>ill<span id="mce_43_end" style="overflow:hidden;"></span><span id="mce_32_end" style="overflow:hidden;"></span> create<span id="mce_39_end" style="overflow:hidden;"><span id="mce_40_end" style="overflow:hidden;"><span id="mce_41_end" style="overflow:hidden;"><span id="mce_42_end" style="overflow:hidden;"></span></span></span></span> you<span id="mce_44_start" style="overflow:hidden;"></span>r sales order and take you to the&nbsp;</span><span id="mce_9_start" style="overflow:hidden;"></span><strong>Customers&gt;Sales Order<span id="mce_26_start" style="overflow:hidden;">s</span><span id="mce_9_end" style="overflow:hidden;"></span></strong> tab link,&nbsp;<span id="mce_11_start" style="overflow:hidden;"><span id="mce_17_start" style="overflow:hidden;">where you can find a similar</span><span id="mce_12_start" style="overflow:hidden;">&nbsp;button<span id="mce_19_start" style="overflow:hidden;">&nbsp;</span>called <span id="mce_13_start" style="overflow:hidden;"></span><em>Create Invoice...<span id="mce_13_end" style="overflow:hidden;"><span id="mce_54_start" style="overflow:hidden;"></span></span></em>.<span id="mce_20_start" style="overflow:hidden;"> <span id="mce_28_start" style="overflow:hidden;"><span id="mce_29_start" style="overflow:hidden;"><span id="mce_36_start" style="overflow:hidden;"><span id="mce_45_end" style="overflow:hidden;"><span id="mce_53_start" style="overflow:hidden;"><span id="mce_55_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></p> <p><span id="mce_11_start" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;"><span id="mce_20_start" style="overflow:hidden;"><span id="mce_28_start" style="overflow:hidden;"></span>Hope this helps!<span id="mce_27_start" style="overflow:hidden;"><span id="mce_56_start" style="overflow:hidden;"></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Jason</span></span></span></p>