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February 11, 2024
Question

Trying to copy estimate to po. I have followed instructions which state the drop down will have a choice to copy to purchase order. it doesnt show up?

  • February 11, 2024
  • 1 reply
  • 0 views
why doesnt copy estimate to purchase order show up?

1 reply

February 11, 2024

I appreciate you for what you've done on your end, Lori.

 

The feature to copy an estimate to a purchase order in QuickBooks Online (QBO) isn't available in the new layout. However, if your subscription plan is Plus or Advance, you can switch back to the old layout, and use the said feature.

 

Additionally, you can check out this article if you want to learn how to add, edit, delete, or merge customers: Add and manage customers in QBO.

 

If you have further questions about the feature to copy an estimate to a purchase order or any QBO-related concerns. Please don't hesitate to reply below, the Community is here 24/7 to help you.