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M
Matteo_S
January 2, 2024
Question

convert estimate to PO in new layout

  • January 2, 2024
  • 1 reply
  • 0 views

greetings

 

our company got switched to the new layout, but I can't seem to figure out how to create a PO from an estimate there. Can anyone help?

 

Online I can only find the instructions for the old layout, which do not work.

 

Thanks

1 reply

J
JamaicaA
January 2, 2024

Thank you for your effort in searching for the conversion instructions for the old layout, @Matteo_S. I'm here to clarify the feature changes for the new one.

 

I can see how challenging it is to navigate the new layout. Please know that converting an estimate to PO in the updated template is currently unavailable. You can only do so for invoices.

 

If you still see the Old layout button, you may switch back to get the option of transforming the estimate to a purchase order. You'll also want to send Feedback to our developers so they can review and consider this for future updates.

 

To proceed, open the estimate transaction. Take a look at this screenshot for your guide:

 

You can read this reference to learn more about the new offers and limitations: See what’s new with estimates and invoices in QuickBooks Online.

 

Here's an article you can use in case you'd like to explore linking them together: Convert an estimate into an invoice in QuickBooks Online.

 

You're always welcome to comment below if you have other questions about estimates or purchase orders. I'll be here to answer them for you. Have a great day!

M
Matteo_SAuthor
January 3, 2024

Is there a plan to re add this feature in the new layout?

 

Thank you

J
JanbonN
January 3, 2024

Hello there, @Matteo_S. Allow me to chime in on this thread.

 

Our Development Team is responsible for implementing changes to the program, such as adding new features. If you have any suggestions or feedback for them, you can send it directly by following these steps:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Tap Next to submit.

 

We are committed to providing you with a top-notch user experience, and we appreciate your feedback as it helps us improve our program. 

 

Additionally, after processing a payment from a customer, you can now record it in QuickBooks Online (QBO).

 

If you have any further questions or concerns regarding the new layout in QBO, please don't hesitate to reach out to us. We're available 24/7 to assist you. Have a great day.

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