Table of Contents
Learn how to copy an estimate onto a purchase order in QuickBooks Online.
To streamline your process once a customer approves your estimate you can easily copy it to a purchase order. In this article, we’ll show you how.
Step 1: Turn on the purchase order feature #
- Go to Settings ⚙, then select Account and Settings.
- Go to Expenses.
- Select the pencil ✎ icon in the Purchase orders section.
- Select Use purchase orders.
- Select Save.
Step 2: Copy estimate to a purchase order #
- Select + New.
- Choose Estimate.
- Enter customer and product or service details. Then select Save.
- A drop-down choice of Create invoice or Copy to purchase order will appear next to the amount.
- Choose Copy to purchase order.
- Select a Vendor.
- In the Item details section, select the same customer used on the purchase order.
- Select Save and close.
Why didn’t some of my items copy over to the purchase order? #
Only items marked as purchased from vendors get copied over to purchase orders. Verify that your products or services are marked accordingly.
- Select Settings ⚙on the toolbar, then choose Products and Services.
- Find the product or service. Then select Edit.
- In the Purchasing information section, select the I purchase this product/service from a vendor checkbox.
- Select Save.