Convert a quote to a sales order

Available in Microsoft Office Accounting Professional 2009 only.

After a quote has been saved, and the customer has accepted it, you can convert it to a sales order.

Note: A quote for a job cannot be converted to a sales order.

  1. On the Customers menu, point to Customer Lists, and then click Quotes.

  2. Right-click an open quote, and then click Convert to Sales Order.

  3. A new sales order appears with all the information from the quote. Its status is Not Invoiced.

    Note: If any line item on the quote contains a negative quantity, it is not carried over, and you have to add the line item to the sales order.

  4. Enter the information on the Sales Order form.

  5. On the toolbar, click Save and Close.

    The status of the quote changes to Accepted, and both the quote and the sales order appear on the Financial History tab of the customer record.

Note: A quote can only be converted into one sales order or invoice, unless it is a job quote, which can be converted into multiple progress invoices.

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