Hi Can you assist me with creating a sales order/proforma invoice on quickbooks? Thanks Nirvana

Answer

Hello there, user90255,

A sales order is used to record a sale that you plan to fulfill in the future. The option to create this type of transaction is currently available in the desktop version of QuickBooks. For QBO, you can create an estimate as a proforma invoice. Let walk you through.

To create an estimate, kindly follow these steps:

  1. Go to the Plus icon, then choose Estimate.
  2. Add the Customer's name.
  3. Verify the Estimate Date and enter the Expiration Date (optional).
  4. Enter the Service DateProduct/ServiceQtyRateDescription, and Amount.
  5. Click Save and close.

Please note that estimate is a non-posting transaction, which means it won't appear on your financial reports until it's converted to an actual invoice.

I've attached screenshots below for your reference. 

You can also check out this article for the detailed steps: Set up and Use Estimates and Quotes This also contains the steps on how to add an estimate to invoice.

Let me know if you have other questions about creating transactions in QuickBooks. The Community is always here for you.

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