Copy Estimates to Purchase Orders in Quickbooks Online

Starting July of 2016, you can now Copy Estimates to Purchase orders in Quickbooks Online Plus

To access this feature, you must first click on  the Gear icon (top right of the scree) > Account and Settings > Expenses > Copy estimates to purchase orders.

QuickBooks copy estimate to purchase order

Secondly, create an estimate and save it by clicking Create (+) > Estimate > Save.

Lastly, click ▼ to the right of Copy to invoice > Copy to purchase order.
quickbooks-copy-to-purchase-order

Here is my video explaining the process:

 

Hector Garcia

Hector Garcia

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