Skip to main content
S
sstiening
March 12, 2024
Question

Create a PO from Estimate Not Showing

  • March 12, 2024
  • 1 reply
  • 0 views

I am trying to create a PO from an estimate in QB Desktop.  When I go to the estimate, create a PO is not an option.  Only, create an invoice.  How to I get the option of creating a PO from an estimate?

1 reply

R
RheaMaeH
March 12, 2024

Hello there, sstiening! I'm here to help you show the Purchase Order from your estimate in QuickBooks Desktop (QBDT).

 

To begin with, we need to ensure that the Purchase Order feature is enabled. This could be the reason why your Purchase Order from the estimate is not visible. 

 

Here’s how

 

  1. Go to Edit and select Preferences.
  2. Click on Items & Inventory, then the Company Preferences tab.
  3. Check the boxes next to Inventory and purchase orders are active, and select OK.

 

For more details on how to enter a purchase order, you can check this article: Create purchase orders in QuickBooks Desktop.

 

Additionally, you can visit this article to keep track of your sales and expenses using predefined customer, job, and sales reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Please let me know if you have more questions about creating a Purchase Order or any other QuickBooks Desktop-related concerns. I'll be right here to help you. Stay safe. 

S
sstieningAuthor
March 12, 2024

Not the issue I am having.  I can create purchase orders without problem.  My issue is, when an estimate as been created, I want to then turn that estimate into a purchase order and currently I cannot do that.  I keep reading that there should be an option at the top right that says "Create PO" from the estimate window and I do not see that.  All I have is "Create Invoice".  How can I turn an estimate into a purchase order?

M
MirriamM
March 12, 2024

Hello there, sstiening.

 

I'm here to assist you in converting your estimate into a purchase order using QuickBooks Desktop (QBDT). 

 

To see the Create Purchase Order option in the Create Estimates window, the purchase order feature must be enabled. As my colleague RheaMaeH mentioned earlier, we need to ensure that the purchase order feature is turned on. You can follow the steps above to do so.

 

Once you have turned on the feature, you can create a purchase order from an estimate by following these steps: 

 

  1. From the estimates window, select Create Purchase Order.
  2. Select For all allowed items on the estimate if the items are from one vendor. Select For selected items... if there are items from multiple vendors, then select the items you want on your purchase order.
  3. Select OK.
  4. Fill out the necessary fields.
  5. Select Save & Close.

 

For more information on creating purchase orders, you can refer to this article: Create purchase orders in QuickBooks Desktop.

 

If you want to learn more about tracking your income and expense transactions, you can check out these articles: 

 

 

If you have any further concerns or questions regarding the creation of a purchase order, please don't hesitate to leave a comment below. I'll be happy to help you out. Have a great day!

Terms & ConditionsAccessibility statement