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Intuit

Copy an estimate to a purchase order

Learn how to copy an estimate onto a purchase order in QuickBooks Online.

To streamline your process once a customer approves your estimate you can easily copy it to a purchase order. In this article, we'll show you how.

Step 1: Turn on the purchase order feature

  1. Go to Settings ⚙, then select Account and Settings.
  2. Go to Expenses.
  3. Select the pencil ✎ icon in the Purchase orders section.
  4. Select Use purchase orders.
  5. Select Save.

Step 2: Copy estimate to a purchase order

  1. Select + New.
  2. Choose Estimate.
  3. Enter customer and product or service details. Then select Save.
  4. A drop-down choice of Create invoice or Copy to purchase order will appear next to the amount.
  5. Choose Copy to purchase order.
  6. Select a Supplier.
  7. In the Item details section, select the same customer used on the purchase order.
  8. Select Save and close.

Why didn't some of my items copy over to the purchase order?

Only items marked as purchased from suppliers get copied over to purchase orders. Verify that your products or services are marked accordingly.

  1. Select Settings ⚙on the toolbar, then choose Products and Services.
  2. Find the product or service. Then select Edit.
  3. In the Purchasing information section, select the I purchase this product/service from a supplier checkbox.
  4. Select Save.

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