QCan I convert an estimate into an invoice in QuickBooks Enterprise?
Yes. You can turn an estimate into a sales order and then into an invoice — or directly into an invoice — without re-entering data. The items, quantities, prices, and customer details carry forward automatically, so the price you quoted is the price you bill.
QWhat is progress invoicing?
Progress invoicing lets you bill against an estimate in stages — by percentage complete, by milestone, or for specific line items — rather than invoicing the whole amount at once. It’s ideal for larger jobs and improves cash flow by letting you invoice as work or shipments progress.
QDoes QuickBooks Enterprise have sales orders?
Yes. Sales orders are a core QuickBooks Enterprise capability (also in Premier) that QuickBooks Pro does not offer. You can record customer orders, track what’s open versus invoiced, manage backorders, and convert orders to invoices as you fulfill.
QHow does it handle backorders?
When you can’t fully fill an order, Enterprise keeps the sales order open for the remaining items, so you can ship and invoice partially now and fulfill the rest later — without losing track of what’s still owed to the customer.
QCan I see all my open orders?
Yes. The open sales order report shows every order that hasn’t been fully invoiced — what was ordered, what’s been billed, and what remains — giving your team clear visibility into outstanding commitments.
QDoes it connect to inventory?
Yes. Sales orders tie to your inventory, so you can see on-hand and committed quantities before promising delivery. With Advanced Inventory (Platinum and Diamond), the workflow extends into full pick, pack, and ship fulfillment.
QWhich editions include estimates and sales orders?
Estimates and progress invoicing are available across all Enterprise editions, and sales orders with open-order and backorder tracking are included in every Enterprise edition. Pairing with Advanced Inventory (Platinum/Diamond) adds barcode-driven fulfillment.
QCan I reuse estimates for repeat jobs?
Yes. You can save and duplicate estimates, so quoting repeat or similar work takes minutes. It keeps your quotes consistent and saves time on common jobs.