How to Create a Sales Order from an Estimate in QuickBooks
Is there a way to copy the estimate to create a sales order?
Yep, it’s hiding under the create invoice button (along with purchase orders). Click the little down arrow to the right of the Create Invoice button. If you don’t see it, you need to turn sales orders on in Edit > Preferences > Sales & Customers > Company Preferences.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.