Search results by user ID 6905

Re: Create a Sales Order from an Estimate in Quickbooks Online Plus

TTUS2371 — Wed, 10 Jun 2015 19:34:59 GMT

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 Confirmation and Invoice. This is how my corporate office wants me to handle it. My estimate is what I send over to QB and then create an Invoice in QB.

I will use the same information from the Estimate. I just don't want to have to retype the information from the Estimate to the Order Confirmation (AKA Sales Order). I do need to note their PO # on the Order Confirmation. This is probably the only different field. Would this be possible.

Create a Sales Order from an Estimate in Method

TTUS2371 — Wed, 10 Jun 2015 19:27:48 GMT

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 Invoice in QB. I will do that with the Estimate. I just need to create an Order Confirmation (AKA Sales Order) from the Estimate so I don't have to retype it. Please advise.

Create a Sales Order from an Estimate in Quickbooks Online Plus

TTUS2371 — Thu, 04 Jun 2015 16:56:59 GMT

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 in. She suggested that I copy the Estimate and create a "Convert to Sales Order" Button. What I need to show on the Sales Order is a PO# Field. She suggests that I create that on the Estimate copy which will be my Sales Order and fill in the PO# then print and send via email. Then when I am ready for an invoice in QB, I can just uncheck the Wait to Sync Approval on the Estimate and it will post in QB then I can create my invoice there. Anyone have a clue how this could be done. I don't think it is that difficult.