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September 21, 2021
Question

Hello, I want to create Purchase order direct from invoice, how can I do that with one click ?

  • September 21, 2021
  • 2 replies
  • 4 views
No text available

2 replies

QuickBooks Team
September 21, 2021

Hi sales-cafeapplia,

 

It is not possible to create a purchase order from an invoice. However, you can create a purchase order manually in QuickBooks Online by following these steps. 

 

  1. Select + New.
  2. Select Purchase order.
  3. From the Supplier ▼ dropdown, select the supplier.
  4. Enter the Purchase Order date.
  5. Enter details needed.
  6. Select Save.

Also, you can check on this article for your reference: Copy a quote to a purchase order.

 

Let us know if you need further assistance. Have a nice day! 

Fiat Lux - ASIA
Level 14
September 21, 2021

@sales-cafeapplia 

You can create a quote on another app and integrate it with your QBO. Once your client approved it, you can convert the data to purchase order with a single click.

video link https:// fast.wistia.net/embed/iframe/4ee9ks9czf