Learn how to copy an estimate or quote onto a purchase order in QuickBooks Online.
To streamline your process once a customer approves your estimate or quote you can easily copy it to a purchase order. In this article, we'll show you how.
First, you need to turn on the Purchase Order feature.
Select the Gear icon on the Toolbar, then choose Account and Settings.
From the left menu, select Expenses.
Next, copy the estimate or quote to a purchase order.
Only items marked as purchased from suppliers get copied over to purchase orders. Verify that your products or services are marked accordingly.
Select the Gear icon on the Toolbar, then choose Products and Services.
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