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paulhelsby
September 23, 2020
Question

Estimates converted to Purchase orders that have lines with various vendors

  • September 23, 2020
  • 1 reply
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Hi there,

 

If I have an estimate with say 10 product/lines and each of those product lines are from a different vendor.

 

When I change the status of the estimate to 'accepted' and then 'copy to purchase order' shouldn't quickbooks create 10 new purchase orders for each vendor I need to send a P/O to?  instead I get 1 Purchase order with all ten product/lines?  If anyone can help it would be amazing.  There doesn't appear to be any tutorials on it after searching You Tube and also Quikbooks website.

 

Many thanks

-Paul

1 reply

Jen_D
Jen_D
September 23, 2020

Thanks for your time today, @paulhelsby,

 

I can share some information about how estimates work in QuickBooks Online.

 

When you convert estimates to purchase orders, they are always converted in full. This is because, we're unable to assign vendor names in there for the system to create P.O's for.

 

If you want individual purchase orders for different vendors, you will need to create one estimate for them. Then, convert them one at a time. To learn more about this, check out the following article: Copy an estimate to a purchase order.

 

Since your way of using estimates is different from what is in QuickBooks, you can always venture for some Intuit compatible tools in our website. There you can find estimates and purchase orders processing applications that might work for your business. Click this link to our site: https://quickbooks.intuit.com/app/apps/home

 

If you have any questions, let me know in the comments. I'll be right here if you need anything else. Have a nice day!

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