Can we go from estimate to sales order to invoice within QBO?

Converting an estimate to a sales order to an invoice is unavailable, sarah205. As a workaround, consider creating a delayed charge for the backordered items. Let me share the specifics below.

First, create an Estimate the usual way and print or email it to your customer. I'll show you how.

1. On the left panel, select the Sales menu and then Estimate.
2. Choose a customer and enter the necessary details.
3. Enter the backorder item from the Product/Service column.
4. Click Save and close or Save and send.

Next, set up a Delayed charge that serves as a placeholder for the backordered items. This way, you can add them to the invoice you'll create in the future. Follow the steps below:

1. Go to the +New icon and select Delayed charge.
2. On the Product/Service column, choose the backorder items.
3. Enter the date when the sales order will be fulfilled.
4. Review the details, then Save and close.

Once done, manually update the status of the estimate entry to Accepted. This won't affect your books as it's a non-posting transaction.

Additionally, consider looking for inventory management apps that can better help track sales orders and backorder items. You can look for one on the Apps menu, then the Find apps page.

Moreover, scan this article to learn more ways of registering your receivables in the program: Record invoice payments in QuickBooks Online.

Furthermore, use reports to see your sales and inventory status. You can customize it to get helpful insights into your stock and order.

Revisit the thread for more questions about estimates or sales workflow. If you need assistance tailoring the report, provide the details below. We'll be here to assist you.

@sarah205 

You can use an inventory management app as a workaround.