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February 23, 2021
Question

I am getting purchase orders from customers for supply . I need enter to track purchase orders whether supplied or not . where to enter for tracking

  • February 23, 2021
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1 reply

AlcaeusF
February 23, 2021

Thanks for reaching out to the Community, @1217 9622 75.

 

Based on the information you've shared, you can create an estimate in QuickBooks Online (QBO) to track those transactions. It is a non-posting transaction, so it's good for recording purposes.

 

Then, you can then convert it to an invoice by the time you want to supply it to your customers.

 

Here's how:

 

  1. In QBO, go to the + New option at the top left to create an Estimate.
  2. Select a customer from the Customer dropdown.
  3. Enter the necessary information in the desired fields.
  4. When you're ready, hit Save or Save and close or Save and send.

 

When you're ready to supply your customer, consider checking out this article and proceed to Step 3 for further guidance on how to convert it to an invoice: Create and send estimates in QuickBooks Online.

 

Please leave a comment below if you have any additional questions or concerns. I'm more than willing to help. Have a great day!