QuickBooks Enterprise Estimates & Sales Orders

Included in Every Edition • Up to 20% Off MSRP

QuickBooks Enterprise
Estimates & Sales Orders

Quote, sell, and bill without re-entering a thing. Build estimates, convert them to sales orders and invoices, bill by progress, and track open orders and backorders — all in one connected workflow.

See Enterprise Pricing Call (888) 565-6522
✓ Authorized Intuit Reseller✓ Quote-to-Invoice Workflow✓ 60-Day Money-Back✓ Fast 24-Hour Delivery
QuotesFast Estimates
OrdersSales Order Tracking
ProgressInvoicing
NoDouble Entry

From the first quote to the final invoice, QuickBooks Enterprise keeps your sales process connected. You create a detailed estimate, turn it into a sales order when the customer says yes, and convert that into an invoice as you fulfill — without re-typing a single line. Every step carries the same items, prices, and customer details forward.

That connected workflow means fewer errors, faster billing, and clear visibility into what’s been quoted, what’s on order, and what’s still to ship. Progress invoicing lets you bill in stages, and open sales order and backorder reports show exactly where every order stands. CPAWarehouse is an authorized Intuit reseller offering Enterprise at up to 20% below MSRP.

The workflow

Estimates & Sales Orders Features

One connected flow from quote to cash.

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Create Detailed Estimates

Build professional quotes with line items, quantities, pricing, and optional markup. Present clear estimates to customers, and keep them on file so you can reference, revise, or duplicate them for similar jobs — no starting from scratch each time.

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Convert to Sales Orders & Invoices

When a customer approves, turn the estimate into a sales order, then into an invoice as you fulfill — all without re-entering data. Items, prices, and customer info flow forward automatically, eliminating the re-keying that causes billing mistakes.

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Progress Invoicing

Bill in stages against an estimate — by percentage complete, by milestone, or for specific line items — instead of all at once. Ideal for larger jobs and projects where you invoice as the work or shipments progress.

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Track Open Sales Orders

See every open sales order at a glance — what’s been ordered, what’s been invoiced, and what remains. The open sales order report keeps your team on top of commitments and ensures nothing is forgotten or double-shipped.

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Manage Backorders

When you can’t fill an order completely, Enterprise tracks the backorder automatically — the sales order stays open for the remaining items until you ship them. You fulfill partially and bill accurately without losing track of what’s still owed.

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Know What You Can Promise

With sales orders tied to inventory, you can see what’s on hand and committed before you promise a delivery date — so you set realistic expectations and avoid overselling stock you don’t have.

Why it matters

What This Workflow Does for Your Business

Sell faster, bill cleaner, and never lose track of an order.

Bill Faster

Converting estimates to invoices in a click shortens the time from won deal to sent invoice — getting you paid sooner.

Fewer Billing Errors

Because nothing is re-typed, the price you quoted is the price you bill — eliminating transcription mistakes and customer disputes.

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Total Order Visibility

Open sales order and backorder reports show exactly what’s committed and what’s left to ship, so nothing slips through the cracks.

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Bill as You Go

Progress invoicing improves cash flow on big jobs by letting you invoice in stages instead of waiting until the end.

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Set Realistic Promises

Seeing on-hand and committed stock before promising delivery helps you avoid overselling and keep customers happy.

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Reusable Quotes

Save and duplicate estimates for repeat or similar jobs, so quoting common work takes minutes instead of starting over.

Good to know: Estimates and progress invoicing are available across QuickBooks Enterprise editions, and sales orders — with open-order and backorder tracking — are a core Enterprise capability that QuickBooks Pro doesn’t offer. Paired with Advanced Inventory (Platinum and Diamond), the sales-order workflow becomes a complete pick-pack-ship fulfillment process.
QuickBooks Enterprise pricing

QuickBooks Enterprise Cost — Up to 20% Off MSRP

Authorized Intuit reseller pricing. Single user, annual billing — additional users licensed separately.

Edition Intuit MSRP CPAWarehouse Price You Save
Silver $1,873/yr $1,498/yr $375
Gold $2,210/yr $1,768/yr $442
Platinum ★ Most Popular $2,717/yr $2,174/yr $543
Diamond Contact us Up to 20% off

Use our price configurator to see your exact cost by edition and user count.

Why CPAWarehouse

Why Buy QuickBooks Enterprise from CPAWarehouse

Authorized. Discounted. Backed by experts who know QuickBooks inside and out.

🎉

Authorized Intuit Reseller

Official Intuit activation and full eligibility for support, Priority Circle, and updates. Your license is 100% genuine.

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Fast 24-Hour Delivery

Your license key and download link are delivered within 24 hours of purchase — no waiting on shipping.

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Transparent Pricing

See your exact price instantly by edition and user count — no quote requests required.

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60-Day Money-Back Guarantee

Intuit’s 60-day money-back guarantee protects every purchase. Zero risk to try it.

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Free Expert Help

Our team helps you choose the right edition and get set up — by phone or chat, no pressure.

Common questions answered

Frequently Asked Questions — Estimates & Sales Orders

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.
Quote to cash, connected

Get QuickBooks Enterprise — Up to 20% Off

Estimates, sales orders, progress invoicing, and backorder tracking in one workflow. Authorized Intuit reseller. 60-day money-back guarantee.

Configure Your License & See Pricing Call (888) 565-6522

Questions about the sales workflow? Our specialists answer calls and chats — no bots, no pressure.