How to Create Purchase Orders from Estimates in QuickBooks

Published 02/17/2010 |

Hello I have been looking all day for this answer and I was hoping for maybe a little help from you? I have been trying to learn how to create a Purchase Order from an Estimate. I have checked to make sure my preferences, purchase orders and estimates, etc. are all active. I have QuickBooks 2006 and this feature is suppose to work in QuickBooks. I can't figure it out, or know another way to transfer the estimate into a purchase order. If you can help with this, it would be much appreciated. Thank you for your time.

You’re probably not going to like my answer but I’m guessing you’re using Pro. This feature is only available in Premier and Enterprise, and it’s one of the top reasons my clients upgrade from Pro to Premier. Once you upgrade, just click the little arrow to the right of the Create Invoice button on your estimates to create your purchase orders.

Premier normally retails for $400, but you can usually pick it up for $250 at Costco, Sam’s Club or Amazon. If you’re a Costco member, now is the time to upgrade. They’re offering an additional $60 off through 2/28/10.

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Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.

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