Create a purchase order from an estimate

fmkport · ‎April 28, 2025

We are new to QBO Advanced. When creating a purchase order from an estimate, key pieces of information from the estimate do not transfer over to the purchase order. This includes Rate, Customer/Project and Class.

Do I need to enter the customer/project name and class for each line item or is there a way to get them to auto fill on each line. We have purchase orders of up to 35 lines and it would be highly inefficient to add this information to each line.

As far as rate, I understand that the rate pulls from the Item List so if the rate in the list is zero, then a zero will be entered in the rate column. This makes it a challenge for us as we have may items that have a zero cost in the item list and the rate entered on the estimate is the current market price. This was not an issue in desktop since the rate on the estimate was the rate that was pulled over to the purchase order, not the rate from the item list.

Is there a way around these issues? After having entered all this information on the estimate, it seems HIGHLY inefficient to have to enter it all over again on the purchase order.

ArielI

You're correct, @fmkport. Currently, the only option is to manually modify these details. I understand the importance of having all details transferred when copying an estimate to a purchase order. If you would like this functionality added to QuickBooks Online (QBO), I encourage you to send feedback so our product engineers can consider including it in future updates.

To send feedback, here's how:

Go to the Gear icon and click the Feedback option.
Type in your comments or product suggestions.
Click the Next button to submit feedback.

You can also review our QuickBooks Online Feature Requests website for any request updates.

Once you have created the purchase order, you can easily record a bill to track your expenses and manage your accounts payable effectively.

I appreciate your patience and understanding. If you have further questions about managing your purchase order or any other transactions in QBO, please let us know. We’re here to help you anytime.

fmkport

This is an answer but not an acceptable solution. Basically, when I convert an estimate to a purchase order I will manually need to add the project name and class to every line on the purchase order. This is a step back in efficiency from Desktop which automatically carried the estimate information over to the purchase order. If the Product, Description and Quantity can be carried over, why can't the Project and Class be carried over?

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Create a purchase order from an estimate

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