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kkillgallon
Level 1

Estimate vs Purchase Order for Work Order

How do I create a purchase order from an Estimate?  There is nowhere on the main page of the estimate to create a purchase order, just "create invoice".  I have Desktop Pro 2019.

7 Comments 7
AlcaeusF
Moderator

Estimate vs Purchase Order for Work Order

Hello kkillgallon.

 

Welcome to the Community. It would be my pleasure to help you with creating a purchase order from an estimate in QuickBooks Desktop.

 

You'll need to make the Purchase Order feature active first through the Preferences window.

 

Here's how:

 

  1. Click the Edit tab at the top menu bar.
  2. Click Preferences.
  3. Select Items & Inventory.
  4. Go to the Company Preferences tab.
  5. Beside Inventory and purchase orders are active, add a check mark.
  6. Click OK.

After enabling the feature, it'll now show the option when creating Estimates. For your visual reference, I'm adding a screenshot below:

 

1.JPG

 

That's it! After following the steps above, I'm sure the option will now show up on your end. In case you need further, please don't hesitate to reach out with me.

kkillgallon
Level 1

Estimate vs Purchase Order for Work Order

I already have the "Inventory and Purchase orders are active"  checked.  It still does not show up.  I have the Pro edition.  Do I need to  upgrade?

AlcaeusF
Moderator

Estimate vs Purchase Order for Work Order

Hello again, kkillgallon.

 

Thank you for getting back to me regarding the results. It would be my pleasure to help provide additional troubleshooting steps in QuickBooks Desktop.

 

You should be able to use the Purchase Order future in your QuickBooks Desktop Pro 2019 version. We can start by making sure you have the most updated release for the program.

 

If you're still unable to create the purchase order, let's proceed with checking the option on a sample file if it's showing up.

 

Here's how:

 

  1. Click the File tab at the top menu bar.
  2. Select Close Company.
  3. Click Open a sample file.
  4. Choose a sample file.

If this works on the sample file, you can switch back to your company file and run Verify and Rebuild Data Utility. For the detailed steps, you can follow this article:

 

Verify and Rebuild Data in QuickBooks Desktop.


In case you're still having the problem showing the Purchase Order option, we can proceed with repairing the QuickBooks program. By doing so, it'll fix any program-related error you encounter.

 

As always, the Community is here if you have any questions concerning creating a purchase order through an estimate. You can reach out to me by posting your response.

kkillgallon
Level 1

Estimate vs Purchase Order for Work Order

After following all of the suggestions I still can't create a purchase order from an estimate.  I believe I need to upgrade to Premier.

Anonymous
Not applicable

Estimate vs Purchase Order for Work Order

Welcome back to our forum, @kkillgallon,

 

Allow me to chime in and share some insights about the PO's in QuickBooks Desktop.

 

You can create, print or close purchase orders in QuickBooks Pro. However, generating PO's from estimates is currently unavailable in this version. You'll need to upgrade to a higher version of QuickBooks (Premier or Enterprise Editions) to get this preference.

 

You may want to check our website to know more about our Desktop products: Choose your QuickBooks Desktop product.

 

That should get you on the right track, @kkillgallon.

 

If you need further assistance or if you have any more concerns with QuickBooks, please don't hesitate to let me know. You got me here to lend you a hand!

donnagrail
Level 3

Estimate vs Purchase Order for Work Order

I believe they want to do the entire PO from the estimate.  POs are for Vendors and not customers.  And the Sales Order will still not link to the estimate until the payment is received, thus not giving the user accurate budget information.

 

This is a point I have been making as a feature for the last 6 years.  Same for Change Orders for Contractors that would link directly to the estimate without manipulating the original estimate.

donnagrail
Level 3

Estimate vs Purchase Order for Work Order

I am on Premier and it is not a usable function.  Probably wouldn't be in Enterprise either.  QB is not geared for the small business user.

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