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JLKel
November 24, 2023
Question

Using Sales Estimates to create Orders from stockists / Suppliers

  • November 24, 2023
  • 1 reply
  • 0 views

We are a small business and use QBO to create estimates for our customers based on labour (our services) and materials (purchased in on demand per project). It seems to be impossible within QBO to convert the estimate into purchase orders for each supplier. We are often purchasing 10 - 20 materials from various suppliers and would have thought it was possible to convert to multiple purchase orders, from each supplier.

 

Instead we are presented with one purchase order which doesn't contain the relevant fields to enable us to quickly split this into multiple (i.e. save, copy, remove the irrelevant rows from each then send to each supplier). Are we missing something or is this simply not a feature of QBO?

 

Thank you in advance for any and all advice!

1 reply

AlcaeusF
AlcaeusF
November 24, 2023

Hi, JLKel.

 

I'm here to share information about converting or copying estimates to purchase orders (PO) in QuickBooks Online (QBO).

 

After saving an estimate in QBO, you will see a dropdown menu next to the amount, offering the choice to Create invoice or Copy to purchase order. Simply select the Copy to purchase order option.

 

If you don't see certain items copied over to the PO, it's important to note that only items marked as purchased from suppliers will be copied over. Please ensure that your products or services are appropriately marked to ensure they are included in the PO.

 

Here's how:

 

  1. In QBO, go to Settings ⚙, then select Products & services.
  2. Locate the product or service. Then click Edit.
  3. In the Purchasing information section, select the I purchase this product/service from a supplier checkbox.
  4. Hit Save and close.

 

To know more about copying or converting estimates to POs, check out this article: Copy an estimate to a purchase order.

 

Also, you can utilize the Custom Fields feature to add fields to your PO and other sales forms in QBO. For detailed steps on how to set it up, please refer to this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

I'm also adding these articles that tackle managing estimates and POs in QBO for future reference:

 

 

Please click the Reply button below if you have follow-up questions about estimates and POs or anything else QuickBooks, JLKel. I'm always here to assist. Take care.

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