Method Community

Thank you for the post.  I do not need the Sales Order to be converted over to QB Online Plus.  I just need to create one from an Estimate.  I need the document to be called "Order Confirmation".  Once I create the Estimate then I send it to my customer.  If they return a PO, then I send them an Order ...

I need to create a Sales Order from an Estimate in Method.  I want to call it an Order Confirmation.  After I send an Estimate and the customer sends back a PO, I need to send an Order Confirmation and an Invoice.  This is how my corporate office wants me to handle it.  I don't need the have the Sales Order convert into the ...

I have been speaking with my Method Acct Rep.  She said that there isn't an actual document for a Sales Order that will convert over to QB if you use QB Online Plus.  I don't really need it to.  I just need a physical copy of a Sales Order, but I want it converted from an Estimate so I don't have to refill everything ...