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.

Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!