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J
JT5882
July 28, 2020
Question

creating Purchase orders

  • July 28, 2020
  • 1 reply
  • 1 view

I'm using QuickBooks Pro 2020 Desktop. and  I need to create Purchase Orders from Estimates as I have lengthy Estimates and it's not efficient to keep manually adding the items into the PO. Older versions were very easy to do this, how is it done on this version?

1 reply

Angelyn_T
Angelyn_TModerator
Moderator
July 28, 2020

Good day, @JT5882.

 

QuickBooks Desktop (QBDT) allows us to copy an estimate into a purchase order. This takes a few clicks from your account and I'm happy to guide you how.

 

First, enable your inventory and purchase orders from the Preferences.

 

  1. From the File menu, select Preferences.
  2. Click on Items & Inventory at the left pane, then go to the Company Preferences section.
  3. Check the box beside Inventory and purchase orders are active.

Then, create a purchase order from your estimate.

 

  1. Open the estimate transactions.
  2. Tap on Create Purchase Order at the upper-right corner of the page.
  3. Select either you'll Create purchase order for all allowed items or Create purchase order for selected items, then click OK.
  4. Fill in the necessary information from the Purchase Order page, then hit Save and Close.

To learn more about estimates and purchase orders, feel free to open these links:

I've also got this handy articles under Income and expenses for your future references when managing your income and expenses in QBDT.

 

Keep in touch with me if you still need more help with this. I'll be here. Keep safe, @JT5882!

J
JT5882Author
July 28, 2020

In step 2, mine only says create Invoice?

Ashley H
Ashley H
Level 4
July 28, 2020

Thanks for the screenshot, @JT5882.

 

Let's run a Verify and Rebuild on your Data in QuickBooks Desktop to troubleshoot your Estimates. If you have Assisted Payroll, then I recommend reaching out to our Payroll Support. On the other hand, I've provided the steps below on how to do this with ease:

 

Verify the Data:

  1. Go to Window in the top menu, then select Close All.
  2. Click on File in the top menu, then choose Utilities then Verify Data.

Rebuild the Data:

  1. Go to File in the top menu, then select Utilities then Rebuild Data.
  2. You'll receive a warning message to backup your company file, press OK.
  3. The Rebuild Data utility will start as soon as the backup is finished.
  4. Hit OK when you get the message "Rebuild has completed."

After completing these steps, let's finish this process by checking the remaining data. You can do this by going to File in the top menu, then selecting Utilities > Verify Data. Here's a Community Article that provides more information about this process: Verify and Rebuild Data in QuickBooks Desktop.

 

Once completed, try creating a Purchase Order from the Estimate again.

 

I'll be here if you need further assistance. Have a beautiful day!

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