The Sales Order App allows you to keep an accurate record of what your company has sold, and when. Unlike an invoice, a sales order is meant to record what your company needs to complete a customer's order– parts, inventory, services, and so on.

Note: For QuickBooks Online (QBO) users, QBO does not support sales orders, even though Method:CRM does. If you create a sales order in Method:CRM, this will not sync to QuickBooks. However, if you create an invoice from this sales order, the invoice will sync as usual.

App perks

  • Create and maintain a total of inventory on sales order.
    - Products aren't deducted from your QuickBooks inventory, but you can maintain a record of products on order.

  • Convert a sales order to an invoice.
    - Fast and easy conversion maintains accuracy and ensures the customer gets what they want

To learn more:

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