Hello there, sstiening.
I'm here to assist you in converting your estimate into a purchase order using QuickBooks Desktop (QBDT).
To see the Create Purchase Order option in the Create Estimates window, the purchase order feature must be enabled. As my colleague RheaMaeH mentioned earlier, we need to ensure that the purchase order feature is turned on. You can follow the steps above to do so.
Once you have turned on the feature, you can create a purchase order from an estimate by following these steps:
- From the estimates window, select Create Purchase Order.
- Select For all allowed items on the estimate if the items are from one vendor. Select For selected items... if there are items from multiple vendors, then select the items you want on your purchase order.
- Select OK.
- Fill out the necessary fields.
- Select Save & Close.
For more information on creating purchase orders, you can refer to this article: Create purchase orders in QuickBooks Desktop.
If you want to learn more about tracking your income and expense transactions, you can check out these articles:
If you have any further concerns or questions regarding the creation of a purchase order, please don't hesitate to leave a comment below. I'll be happy to help you out. Have a great day!
