Copy an estimate to a purchase order

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 #

  1. Go to Settings ⚙, then select Account and Settings.
  2. Go to Expenses.
  3. Select the pencil ✎ icon in the Purchase orders section.
  4. Select Use purchase orders.
  5. Select Save.

Step 2: Copy estimate to a purchase order #

  1. Select + New.
  2. Choose Estimate.
  3. Enter customer and product or service details. Then select Save.
  4. A drop-down choice of Create invoice or Copy to purchase order will appear next to the amount.
  5. Choose Copy to purchase order.
  6. Select a Vendor.
  7. In the Item details section, select the same customer used on the purchase order.
  8. 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.

  1. Select Settings ⚙on the toolbar, then choose Products and Services.
  2. Find the product or service. Then select Edit.
  3. In the Purchasing information section, select the I purchase this product/service from a vendor checkbox.
  4. Select Save.

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