Option to create a estimate in Quickbooks instead of always creating a invoice or sales receipt.

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Dean Aaron

• September 18, 2023 22:08

Would be really great if I could create an estimate instead of always creating an invoice or sales receipt. This way if my inventory is slightly incorrect I won't have to do an inventory adjustment after amending the sync'd invoice.

 

Thank you!

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• Official comment

  

  Johnny Chiang

  • September 20, 2023 23:53

  Thank you for the suggestion. Typically we have had very few requests for the ability to read eCommerce sales orders and convert them to QuickBooks Estimates. Furthermore, currently our app allows all sales to either be created as Invoices or Receipts only without conditions. For most businesses it doesn't make sense to have all sales converted to Estimates, and that means there is added complexity on allowing configuration logic behind when something should be an invoice/receipt VS when it should be an Estimate. 
  
  If there are any other users who would like this feature, please post a comment below so we can evaluate for our future pipeline.

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