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JohnCola
October 17, 2023
Question

Copy Estimate to Purchase Order Missing in "New Layout" of Quickbooks Online Estimates

  • October 17, 2023
  • 1 reply
  • 0 views

Hi!  I'm working in a QBO instance that was updated to the "New Layout" within the Estimates module.  I notice that after creating and saving an estimate, I'm unable to select "Copy to purchase order".  This is a key feature I need for a client workflow.  Posting here to voice the concern that this is missing from the "new layout" should it eventually be forced upon all users.  For now, I reverted to "Old Layout" and my problem is solved.  Just nervous that this feature could be stripped down the line.  Thanks!

    1 reply

    R
    Rasa-LilaM
    October 17, 2023

    Thank you for turning to the Community about your concern, JohnCola.

     

    The Copy to purchase order function is currently unavailable in the new invoice experience. At this time, users have to switch to the old layout to use the feature.

     

    We value your opinion and suggestions about how QuickBooks Online (QBO) works. This will guide our product engineers on how to improve existing functionalities and develop new ones to cater to the needs of our customers.

     

    I suggest submitting feedback about the Copy to purchase order option to our product engineers for inclusion in upcoming improvements. Here's how:

     

    1. Go to the Gear icon in your company and choose Feedback under Profile. 
    2. Enter your product ideas in the field box.
    3. Click Next to submit. 

     

    You can visit the QuickBooks Blog to learn the latest QuickBooks news and features rolled out by our product engineers. I've attached some links that tackle the new invoicing option as well as customizing sales forms:

     

     

    Keep me posted if you have clarifications or questions about estimates and invoices. I'll get back to assist you further. 

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