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July 28, 2020
Question

creating Purchase orders

  • July 28, 2020
  • 1 reply
  • 3 views

I'm using QuickBooks Pro 2020 Desktop. and  I need to create Purchase Orders from Estimates as I have lengthy Estimates and it's not efficient to keep manually adding the items into the PO. Older versions were very easy to do this, how is it done on this version?

1 reply

Angelyn_T
Moderator
July 28, 2020

Good day, @JT5882.

 

QuickBooks Desktop (QBDT) allows us to copy an estimate into a purchase order. This takes a few clicks from your account and I'm happy to guide you how.

 

First, enable your inventory and purchase orders from the Preferences.

 

  1. From the File menu, select Preferences.
  2. Click on Items & Inventory at the left pane, then go to the Company Preferences section.
  3. Check the box beside Inventory and purchase orders are active.

Then, create a purchase order from your estimate.

 

  1. Open the estimate transactions.
  2. Tap on Create Purchase Order at the upper-right corner of the page.
  3. Select either you'll Create purchase order for all allowed items or Create purchase order for selected items, then click OK.
  4. Fill in the necessary information from the Purchase Order page, then hit Save and Close.

To learn more about estimates and purchase orders, feel free to open these links:

I've also got this handy articles under Income and expenses for your future references when managing your income and expenses in QBDT.

 

Keep in touch with me if you still need more help with this. I'll be here. Keep safe, @JT5882!

JT5882Author
July 28, 2020

In step 2, mine only says create Invoice?

JT5882Author
July 28, 2020

Oh Great


Is it possible to upgrade to whatever  i need?