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Tori B
QuickBooks Team

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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!

 

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