Copy Entire Purchase Order including Attachments in QBO

I want to ensure you can copy the attachment of your Purchase Order (PO), Corina. I recognize the challenges with attachments not copying automatically.

The Copy Purchase Order feature in QuickBooks Online (QBO) is essential for streamlining your workflow and saving time. It allows you to duplicate existing purchase orders. It helps you quickly create new orders based on previous ones, ensuring accuracy and consistency in your purchasing process.

To use the Copy PO effectively and ensure a smooth experience, let's perform basic troubleshooting steps. Clearing accumulated browser cache and cookies can resolve issues caused by stored website data, ensuring optimal performance.

First, let's access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, copy the PO again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

Additionally, to view attachments linked to a Purchase Order (PO) in the program, access them via the Show Existing link. We recognize your concern about distinguishing recent from older attachments and the inability to search within this section.

Currently, searching within the Show existing section for attachments is unavailable in QBO. Therefore, you'll have to manually review attachments to locate the document. It's to ensure you're using the latest attachment. We also suggest checking dates or other identifying details within the attachment.

Furthermore, you can always scan through this reference, which talks about adding PO to expenses: Learn how to add an accepted purchase order to a transaction for your vendor.

Please share with me here should you have additional questions about purchase order attachments. I'm always around to help.

I tested this problem of the Attachments not copying to the duplicated PO on the following:

QBO App for Windows

QBO App for Mac

QBO Chrome

QBO Safari on Mac

QBO Safari on iPhone

It is not a Browser/Cache problem.

Thank you for doing the troubleshooting actions to fix the issue with the purchase orders, @s1b.

Allow me to point you in the right direction for support to get around this issue and use purchase orders seamlessly.

Since the issue persists after trying out the steps provided by my colleague above, I recommend reaching out to our Customer Care Support Team. They have equipped tools to check your account in a safe environment and be able to determine the root cause of this issue. This way, they can provide you with a possible resolution.

Here's how you can reach out to them:

1. From the Search tab, click Contact Us.
2. Enter your question and select Continue.
3. Review and choose from the following: Have us call you or Chat with us.

Please contact them during their available hours so they can address your concerns promptly.

In addition, I'll share this article to add purchase orders to your vendor transactions in the future: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

Let me know how else I can help you with purchase orders or other transactions in QuickBooks Online. I'll be here to lend a helping hand.