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September 2, 2020

Hello there, @ross-forwardelec.

 

I'm here to help you on how to send your quote or purchase orders in QuickBooks Online.

 

Creating a Purchase order is quick and easy. To get started, you'll need to turn on the Use custom transaction numbers for expenses in the Account and Settings

 

Just a heads up, quote or purchase order is only available for Essentials, Plus, Advanced version in QuickBook Online.

 

Here's how:

  1. Go to the Gear icon, then click Account and Settings
  2. Select the Expenses menu at the left pane, then tick the Pencil (edit) icon in the Purchase orders section. 
  3. Place a checkmark in the Custom transaction numbers box. 
  4. Hit Save and Done

Then, here's how to create a quote or purchase orders.

  1. Click the +New icon and select the Purchase order.
  2. Fill in the information, then let's make sure that the email address is included.
  3. Click Save and send.

For more details about how purchase order works for your business, you can read through this article: How To Use Purchase Order

 

In case you want to learn how to customize sales forms in QuickBooks, check the resource below: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always here to help you out if you have any other QuickBooks concerns. Have a good one.