Hi @melissacornwell,

I just wanted to help you on one thing that you haven't been able to find in QB Online. To copy an estimate to a purchase order, go to the top right of the estimate and look for "create invoice", hit the down arrow beside the "create invoice" button and you will see the copy to purchase order (see attached screenshot).

One thing to note is you can only do this before you create an invoice. Once you create the invoice from the estimate you are no longer able to copy the estimate to a purchase order and would have to create the purchase order from scratch. 

This is so not intuitive. QB does not make this easy to find.