Hello there, userashwathi.
In QuickBooks, you can directly add the Estimate and Purchase Order to a project. Adding transactions to projects won’t make any changes on how they’re categorised or won't affect your books.
I'd be happy to walk you through how to achieve this:
- Go to Projects.
- Pick your project.
- Choose Add to project to create a new transaction.
- Select Invoice, Receive payment, Expense, Estimate, Purchase order, Time or Bill.
- Click Save and close.
To learn more about Projects, please refer to these articles:
However, if you don't see the project feature, make sure you turn it on in the settings.
- Click Settings, then select Account and settings.
- Go to the Advanced tab.
- Find the Projects section and select Edit. Then turn on button.
- Press Save and then Done.
I'm all hands to extend another help. I'll make sure you're all set. Have a great day!
