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Hello All, We are converting to qbo and I am trying to iron out the wrinkles. My company dropships most items we sell from the various vendors which we've set up in qbo. I have assigned preferred vendors to all of my items. Our workflow: We enter the customer order as an estimate then in the edit mode we copy to a vendor purchase order in order to dropship it. Here we have to choose the vendor (the prefferred vendor does not prepopulate) which means we have to remember the vendor or look it up. Is there a solution or workaround? Thanks
Hello there, JJTMC.
I appreciate you choosing QuickBooks Online as a business partner. Allow me to share some insights about drop shipping and how purchase orders and estimates work in QuickBooks Online.
In QuickBooks Online estimates are used to provide customers with an estimated cost for products or services. On the other hand, purchase orders in QuickBooks Online are used for managing procurement and inventory.
That said, you can look and use a third-party application for dropshipping that can streamline your workflow and improve efficiency just like @4Gal mentioned. You can go to the Apps menu or use this link to find one: Apps help QuickBooks run better. This will provide seamless connectivity between your QBO account and your dropshipping platform, allowing for real-time synchronization of data.
Let me know if you have other questions or concerns about purchase orders and estimates. I'll be here to help. Keep safe!
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