In QB Desktop, from an estimate, I create a purchase order. How do I show more than the latest job in the customer column? I want to see full Customer:Job in that field.

Hey there, @mikey007.

Glad to have you here in the Community!

When creating an Estimate you want to be sure you're selecting the Customer: Job. If you are doing this, it sounds like you may have a broken Purchase Order template.

First, create a new Purchase Order template. Then convert the Estimate to a Purchase Order using the new template.

Here are the steps:

1. Go to the Lists menu at the top.
2. Select Templates.
3. On the bottom left drop-down menu choose New.
4. Click Purchase Order then select OK.
5. Customize your template how you see fit. Then click OK.

For more details on using and customizing templates check out this article: https://quickbooks.intuit.com/learn-support/en-us/customize-forms/use-and-customize-form-templates/0...

Once you have the new template created, use it when you convert your already made Estimate to a Purchase Order.

If you have any questions or concerns please know I'm only a post away. Take care!

Thanks Tori for the quick feedback.   I've followed your instructions but the problem still exists.  

The PO created for printing or saving still displays only the "Job" and not the "Customer:Job".  The Template selects "Customer:Job" and the "Create Purchase Order" form shows both Customer and Job.  The printed or preview shows job only.

I have even widened the Customer column in layout to see if it perhaps was truncating the customer portion, but the customer name is just not there.   I've tried with a number of customers and templates but no luck.    Am I missing something?  

You're not missing anything, Mikey007. Good job, though, for doing the steps my colleague provided.

Another step that you can do to fix it is to repair QuickBooks. This fixes program-related issues. I'm here to guide you. 

Before doing it, let's create a backup copy of your company file to avoid data loss. 

Once done, let's go ahead and repair the software. Here's how:

1. Click Start or the Windows icon, and select Control Panel. (In Windows 8/8.1: From the Start menu, open Search, and type Control Panel. From the results, select Control Panel.)
2. Go to Programs and Features, then select Uninstall a program. If you don't see these options, go to Programs, then select Program Features.
3. Select QuickBooks in the list of programs, then click Uninstall/Change.
4. Click Continue, then Next.
5. Select Repair, then Next. Wait for the repair to complete.
6. Click Finish, then restart your computer if prompted.

After repairing QuickBooks, recreate the purchase order from the estimate, then check if you can already see the customer name.

I'll include screenshots for better guidance.

A purchase order is part of the Accounts Payable (A/P) workflow. I'll share the article about it, so you'll learn more about how it works.

If any question arises, you can tag me. I'll personally reply to you as soon as I can. 

Thanks Kristine, 

I've repaired the file per your instructions.  My issue still exists.  Perhaps I didn't explain it well.  My estimate and PO look exactly like yours does when I create the PO (Customer and Job display).  I am trying to get the same look on a printed version (or PDF) of the PO.   All the printed/PDF gives me is the Job.   

Sorry didn't complete my message - I've repaired the file per your instructions. My issue still exists. Perhaps I didn't explain it well. My estimate and PO look exactly like yours does when I create the PO (Customer and Job display). I am trying to get the same look on a printed version (or PDF) of the PO. All the printed/PDF gives me is the Job. 

The Print version - no customer just job:

Thank you for the details and the screenshot, Mikey. I'm happy to shed light on this.

Though both the customer and job names show up when creating POs, only the job name will be printed. I'm sending feedback about this to our engineers.

What we can do is rename the CUSTOMER column as JOB since it’s the only thing that shows in there. Then, we can add another column called CUSTOMER, where you enter the customer’s name, as shown below.

1. On the Purchase Order page, click Formatting.
2. Select Customize Data Layout.
3. Click the Columns tab.
4. Rename the Customer tile as Job.
5. Click the Screen and Print checkmarks on Others 1, and enter Customers in the title field.
6. Re-order the columns, so the customer's name comes first before the job name.
7. Click OK.

Here's a screenshot to better illustrate the steps:

Please let me know if you have more questions about your purchase order form.

Thanks Jess, but disappointing that it's not possible to include both now.  Hopefully, a change can be made.   I suppose I could include the customer name in the Job field as well as a work around

Including the Customer name in the Job field will work for me for now.   

Another question - is there any way to create a PO for a vendor but including orders for multiple customer orders?   Say I have a Furniture Manufacturer and orders from 3 or 4 of our customers for product from that manufacturer - combine into one PO?

Perfect - thanks!

Basically I can then cut and paste from several estimates into one PO!

Hello, @mikey007.

I'm so glad to hear that you were able to get this resolved!

I appreciate that you came to Community for support. If you have any further questions, please don't hesitate to reach back out. Have a great weekend ahead!

Hi Kristine,

My Estimates or Proposals do not have the "Create Purchase Orders" or "Create Sales Orders" buttons, only the "Create Invoices" button.  I am using QB Desktop Pro Plus 2021.  Can you advise how I can get them?  Thank you,

Let's get those icons working, @cbsmith.

Let's go to the Estimate page to see if the icons for Create Invoice, Create Purchase Order, and Create Sales were not hidden. Let me walk you through how.

1. Go to the Home Page.
2. Select the Estimates icon.
3. Hover towards the upper right screen and then click the Arrow (see the image below).

If you don't have the above option, run the Verify Data and Rebuild Data tools. The Verify Data self-identifies the most commonly known data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds.

Refer to this article for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

I'm also attaching this link in case you need help in fixing the program problems and errors: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Let me know how it goes after trying the steps as I want to make sure this is resolved for you. Take care and have a great day ahead.

Thank you, ShiellaGraceA - I did all the rebuild and they still aren't there.  I rebooted QB afterwards, also.  Any other ideas?  

Hello there, @cbsmith.

I appreciate you for taking the time to perform the steps provided by my colleague above and for sharing its result. One more step to try to fix your issue. 

Although, if it didn't make any difference, I'd suggest reaching out to our customer care support. This way, an agent will help you uninstall/reinstall the program without any issues. Here's how:

1. Go to Help inside QuickBooks.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter "Install/Uninstall errors" in the description field, then click Continue.
5. Select either Message an Agent or Talk to a Specialist. 

For your reference, here is an article that can further guide you on troubleshooting data damage within your file: Resolve data damage on your company file.

For more details on using and customizing templates check out this article: Use and customize form templates.

Please let me know how it goes for you. I'm always around to help whenever you needed me. Have a good day!

Hello, I have figured out this option (Estimate > PO, or Proposal > PO) is only available with Enterprise (and possibly with Premier+, but not Pro desktop versions. FYI.  

intuit, need your support for the following:

- We have QuickBooks Pro Desktop and we cannot convert estimates to purchase order. How could we solve this?

Thanks for chiming in on this thread, PEDROH.

At the moment, the Create Purchase Order option in the estimate page is only available in QuickBooks Desktop Premier and Enterprise.

While we're unable to convert the estimate to a purchase order in QuickBooks Desktop Pro, you'll want to create the transaction manually. The process of entering a purchase order is simple.

Here's how:

1. Go to Vendors, then select Create Purchase Orders.
2. Select Create Purchase Orders.
3. Fill out the fields, then click Save.

To learn more about creating an estimate or purchase order in QuickBooks Desktop, I've got these articles for reference: 

• Create an estimate in QuickBooks Desktop
• Create purchase orders in QuickBooks Desktop

You also have the option to upgrade your subscription to use the feature. Feel free to check out this link for more details: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

If you have more questions or need help with other concerns, please let me know the details below. I'll get back to this thread to help you out. Take care!

I know how beneficial it is to have the ability to include customers names with jobs when printing purchase orders in QuickBooks Desktop (QBDT), @Angela-Thews.

At this moment, the option to do so is unavailable. The printed form will only show the specific job you've selected under the Customer column when you created the purchase order.

To request the addition of this feature, I'd suggest submitting feedback to our Product Developer Team. Let me walk you through the process:

1. In your QBDT program, go to the Help menu.
2. Then, choose Send Feedback Online.
3. Select Product Suggestion.
4. Click on the drop-down for Type of Feedback and select Product Suggestion.
5. Next, pick the Product Area.
6. From there, enter your product suggestions.
7. Once finished, select Send Feedback.

In case you want to make your form templates more personalized and include only the data you need, you can easily customize them in QBDT. 

If you're still in need of assistance, please don't hesitate to post again here. I'm just a post away to help. Have a good one.