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tdhfox21
June 7, 2022
Question

Creating multiple purchase orders from one estimate in QB Online

  • June 7, 2022
  • 2 replies
  • 0 views

I create estimates for customers with multiple product lines from multiple vendors. I would like to be able to automate the creation of multiple purchase orders by the supplier. To clarify: I have an estimate with the following line items:

Line 1: Supplier 1: Product A

Line 2: Supplier 1: Product B

Line 3: Supplier 2: Product C

Line 4: Supplier 2: Product D
I want to create:
PO001: Supplier 1
Product A
Product B

PO002 Supplier 2
Product C
Product D
Now I know QB Online cannot do this, but are there any third-party app or integration methods that would do this: Perhaps by pumping out the estimate to the third party and pumping back in the purchase orders?
I am certain I am not the only one in the world with this issue - someone must've resolved it somewhere!

2 replies

M
mv32
June 7, 2022

Welcome to the Community, @tdhfox21.

 

I can find you a solution to point you on the right track. To automate multiple purchase orders by the supplier. You can utilize the Make recurring feature when you fill the purchase order form with details and then create another transaction for that supplier. Take a look at the photo below:

 

 

Once done, you'll have to complete the setup to establish a daily/weekly/monthly/yearly interval to automate the Purchase Order template. Please see this article for the detailed steps: Create recurring transactions in QuickBooks Online. This covers the type of recurring transaction you should create.

 

On the other hand, you're correct that we're unable to create an estimate to be copied or to be pumped back in the purchase orders or vice versa in QuickBooks Online. For now, since I can't suggest a good app that can provide the feature you need, I recommend searching applications in the Apps menu. You can check other programs that integrates with QuickBooks Online.

 

Let me show you how:

  1. Go to Apps from the left menu.
  2. In the Search box, type the feature of the app you want.
  3. Choose an application, then review its pros and cons.
  4. If you find one, select Get app now.
  5. select Install. Authorize QuickBooks to share your data with the selected app.
  6. Configure any sync preferences.
  7. Hit Save & Sync.

 

To learn more about the Apps menu, you can check out these articles:

 

 

Feel free to visit the Community forum if you have concerns regarding automating transactions and QuickBooks apps. I'm always right here to help. Have a great day and take care always.

A
Adalace LLC
September 29, 2023

I found this because my client is having the same issue.  I know the post is old, but in case anyone else also needs an answer, what we have been doing is Duplicating the original estimate and editing it with only the items of one vendor, creating the Purchase Order for that specific vendor from the duplicate estimate; then repeating the process again for each remaining vendor on the original estimate.  It is working so far, but we were hoping that QuickBooks had the answer to this query as it is an issue for many companies.  At least the way we are currently doing it does not require a 3rd party app and does not affect the accounting either.  

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