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July 17, 2025
Question

Did anyone see the sales order tabe on quickbook online

  • July 17, 2025
  • 1 reply
  • 1 view
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1 reply

QuickBooks Team
July 17, 2025

The Sales Order tab in QuickBooks Online (QBO) is currently unavailable. However, you can use Estimates as a workaround to track sales order, wendy122.

To track customer orders, you can create an estimate to record order details and convert it to invoices once fulfilled. 

Another option is to use the Custom form style feature to label the transactions as Sales Order for easier tracking. 

Here’s how:
 

  1. Click the Gear icon and select Custom Form Styles.
  2. From the New Style drop-down menu, choose Estimate.
  3. Navigate to the Content tab.
  4. Select the Header section.
  5. In the Form Name field, replace Estimate with Sales Order.
  6. Click Done to save your changes.
     

For more information, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Alternatively, if you need more advanced functionality, consider integrating a third-party app that offers tools for managing sales orders, inventory, and workflows tailored to your business.
 

Please don’t hesitate to drop a comment below if you have any follow-up questions.