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CariDCNC
July 30, 2021
Solved

Customer Purchase Orders

  • July 30, 2021
  • 1 reply
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I'm a Quickbooks Pro 2019 user.  I've looked and looked for an answer to my specific question but haven't had any luck.  I would like to know if there is any way to create a Purchase Order from an Estimate in the Customer Center.  To be clear, I'm not asking about a Purchase Order generated by my company and given to a vendor.  But rather I'd like to have a way to assign a purchase order number we receive from a customer to the estimate originally created for them.  

Best answer by JenoP

I must not be getting my point across.  The solutions provided above only turn on the ability to create a purchase order for a Vendor for something my company needs to purchase.  That's not what I'm asking.  I'll paste here, again, what I'm asking about:

"To be clear, I'm not asking about a Purchase Order generated by my company and given to a vendor.  But rather I'd like to have a way to assign a purchase order number we receive from a customer to the estimate originally created for them. "

When we send an estimate for programming services to a customer, they will then send us a Purchase Order for that service.  I'm looking for a way to then assign that customer's PO # to the estimate so that when I create the invoice for the service, the PO # is there on the invoice for me, and all are linked. 


Let me help you add the PO number to your estimates, CariDCNC.

 

You can create a custom field. Then, add it to your estimate template so you can put in the details in the transaction. 

 

Here's how:

 

  1. Go to the Customer Center and double-click on the name of the customer to open its profile.
  2. Proceed to the Additional Info tab, then click Define Fields.
  3. Enter a name or description of the custom field in the Label column.
  4. Click OK.

 

Once done, proceed to adding the field in the template. Here's how:

 

  1. Go to the Lists menu and select Templates. 
  2. Look for the template that you're using and double-click on it. 
  3. Click Additional Customization. 
  4. Under the Header tab, check the box for the field that you created. Check both boxes in the Screen and Print columns.
  5. Click OK.

 

Please take note that the information in this field will not automatically transfer in the invoice when converting the estimate. You'll want to edit the invoice template and add the same custom field.

 

Once done, you can now add the PO number in the customer's estimate. Let me also share these articles with you for additional guidance and reference:

 

 

Feel free to visit us anytime you have questions or other concerns. I'll be around to assist you again. Keep safe and healthy always.

1 reply

Candice C
Candice C
July 30, 2021

Hey there, @CariDCNC. 

 

It's great to see a new face here in the Community. Allow me to share some information about your question with estimates and purchase orders. 

 

You can easily create a Purchase Orders from an Estimate in your QuickBooks Desktop (QBDT) account. It only takes a few easy steps in your account. Here's how: 

 

  1. Create an Estimate. 
  2. On the Estimate, hit the Create Purchase Order button at the top of the screen. 

 

Now, you've successfully created a Purchase Order from an Estimate. For future reference, here's some details about Purchase Orders that may come in handy: Create purchase orders in QuickBooks Desktop. 

 

I'm only one post away if there's anything else you need. I'll stick around to help you sort everything out in QuickBooks. Have a good one!

C
CariDCNCAuthor
July 30, 2021

Hi Candace.  I don't see a Create Purchase Order button anywhere at the top of the Estimate screen.  I'm attaching a pic of that part of my screen.  Am I missing something?

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DebSheenD
July 30, 2021

Hello there, CariDCNC.

Let me get the help you need concerning Purchase Order.

In your case, we'll need to turn on the Purchase Order feature.

Here's how:

  1. Go to Edit menu and Choose Preferences.
  2. Select Items & Inventory.
  3. Under Company Preferences tab, check the box for Inventory and Purchase Order are active.
  4. Click OK.

Once done, you can now successfully create a purchase order from an estimate.

You can also check this article that'll help you create a purchase order: Create Purchase Orders in QuickBooks Desktop.

Please do get back on this thread if you need further assistance in creating a purchase order from the estimate. I'm always here to help.
 

 

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