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Is there a way to find the estimate that a purchase order was created from? Shouldn't these two forms be connected?

 
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Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these two forms be connected?

QuickBooks Team

Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these t...

Hello there, shaun5.

 

It's nice to have you here in the Community. Allow me to provide additional details on how you can can apply the estimate to a purchase order in QuickBooks Online (QBO).

 

In QBO, once a customer approves your estimate  you can easily copy it to a purchase order.

Here's how:

 

  1. Go to the Plus icon.
  2. Choose Estimate.
  3. Enter customer, and product or service details. Then select Save. A drop-down choice of copy to invoice or copy to purchase order will appear.
  4. Choose Copy to purchase order.
  5. Select Ok.

copytoPO.PNG

 

I'd be happy to share this article about about copying an estimate or quote to a purchase order in QuickBooks Online.

 

You've got all the information needed. Don't hesitate to reach back to me if you have additional questions while working with estimates and purchase orders. It's my pleasure to help.

Not applicable

Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these two forms be connected?

 
Not applicable

Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these t...

 
QuickBooks Team

Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these t...

Good day, @shaun5.

 

I'm here to provide some insights about checking the invoices where purchase orders are created from.

 

If you linked a purchase order to a bill, the transaction will be associated into one. You can determine the details of the purchase order by clicking on the linked transaction section under the vendor's name. I've attached a screenshot for your visual reference:

 

To give you more information about how the purchase order works in QuickBooks Online, you can read through these articles:

This should get you on track, shaun5.

 

Let me know if there's anything else you need about this concern. I'd be happy to provide further assistance. Have a lovely day!

Not applicable

Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these t...

But what if I haven't created a bill yet? My question is this: I've created an estimate, my customer has approved it, I've submitted a purchase order to my vendor, my vendor contacts me and references the PO and says that it will be late because it's back ordered. I can look up the purchase order but I have no way of finding out which customer I need to contact because I can't find the estimate that the PO was written from. Can you help me do that?

QuickBooks Team

Re: Is there a way to find the estimate that a purchase order was created from? Shouldn't these t...

Hi there, @shaun5.

 

I can help guide you locate the Estimate that the Purchase Order was written to.

 

If you've added the customer name under the Customer/Project column when creating the Purchase Order, you can simply go to the customer's transaction list and look for the estimate from there.

k8 po.PNG

k8 transaction list.PNG

 

If not, you need to locate/search the estimate manually. You can either run the Estimate by Customer report and look for the estimate from there.

 

  1. Click on Reports at the left pane.
  2. Look for Estimate by Customer.
  3. Select the report's period.
  4. Run the report.

k8 3.PNG

Moving forward, you can simply add the customer's name when creating a purchase order whether it's billable or not to easily track the estimate created.

 

In case you have any other QuickBooks concerns in the future, you can check our help articles: Help articles for QuickBooks Online.

 

Let me know if you have any other further concerns. I'll always be here to help.

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