Purchase Order to Invoice or Vice-Versa

Yes, it's possible to convert a purchase order to an invoice in QuickBooks Desktop (QBDT), @ThisGuy1. I'll gladly guide you with the process so you can manage your transactions accordingly.

You can convert a purchase order to an invoice in QBDT, but not the other way around. To do this, you'll first need to link your purchase order to an item receipt and make your expense or items billable. Here's how:

1. Create a purchase order.
2. Select the Create Item Receipts option above.
3. Enter all necessary details and make sure your expense or items billable.

Once you're done, create an invoice and add the billable item or expense to it. Here's how:

1. Go to the Customers menu, select Create Invoices.
2. From the Customer: Job drop-down, select the customer or job (you've selected above) that has outstanding billable time or cost.
3. In the Billable Time/Costs pop-up, choose the Select the outstanding billable time and costs to ass to this invoice? option.
4. Click OK.
5. Select the billable expense item, and click OK.
6. Choose Save & Close once completed.

Also, you may want to check out these articles as your reference to guide you the different ways you can track customer transactions and learn more about recording of outstanding bills for your business in QBDT:

• Get started with customer transaction workflows in QuickBooks Desktop
• Accounts Payable workflows in QuickBooks Desktop

Please feel free to leave a comment below if you have other concerns about managing income and expense transactions in QBDT. I'm always ready to help. Take care, @ThisGuy1.

I'll share an alternative way to achieve that, ThisGuy1.

In QuickBooks Desktop, you'll have to connect the purchase order to a billable expense after the vendor accepted the proposal. This way, you can transform it into an invoice.

I know that there are times when a buyer wants to order additional goods or services from the supplier based on the invoice they received. In this case, a feature that directly converts this type of entry would be very helpful. We love to hear your feedback regarding this matter, as it will help us improve our software. Here's how:

1. Open QBDT, then go to the Help menu.
2. Choose Send Feedback Online.
3. Select Product Suggestions.
4. Set the appropriate type and area.
5. Enter your comments, then press Enter.

In the meantime, consider using a third-party PO management application that will help automate your company’s sale-purchase mechanism and streamline the procurement process. You may visit our market here to search for one: https://desktop.apps.com/home.

Thanks for visiting the Community, ThisGuy1. As always, you can tap me whenever you need some guidance in completing your tasks in the program. Take care and enjoy your day!