All Collections
Packs and Apps
Purchase Transactions
Convert Sales Transactions to Purchase Orders
Convert Sales Transactions to Purchase Orders

How to create a Purchase Order from a sales transaction.

Updated over a week ago

If you have added the Purchase Orders app (part of the the Purchase Transactions Pack), you will have the option to create purchase orders from your transactions.

NOTE: If you do not have permission to access the Purchase Order app, this feature is not available.

This will be available at the bottom of the transaction. In the following example, we will show how to create a purchase order from an estimate, but it is available on estimates, sales orders, and invoices.

Create a Purchase Order

At the bottom of the estimate, you will find a Create button (or a button that says Create Purchase Order if on an invoice).

  1. Click the down arrow beside the Create [ ∨ ] button, and from the menu select Create Purchase Order.

  2. This will take you to a new screen listing all the items from the transaction with their amounts and preferred vendor.

  3. Under the Vendor dropdown, you must select the vendor with whom you will be placing the purchase order.

  4. On the grid, select the items you want to add to the purchase order.

  5. Click Create Purchase Order at the bottom of the screen.

  6. Your purchase order will be created.

Items Restricted from Showing on Purchase Orders

There will be restrictions on what items will be available for you to add to a purchase transaction, however, this is dependent on whether or not you are using QuickBooks Online or QuickBooks Desktop.

QuickBooks Online Restrictions

As discussed in the article "Why can I not find an item in my Purchase Orders or Bills?", items will not show when creating a purchase order if:

  • The item is inactive.

  • The item's type is of type Category.

  • The item has the following properties:

    • Item is of type Inventory.

    • "I purchase this service from a supplier" is unchecked.

    • Item has no cost.

QuickBooks Desktop Restrictions

Items will not show when creating a purchase order if:

  • Item is inactive.

  • Item is of the type:

    • Discount

    • Payment

    • SalesTax

    • SalesTaxGroup

Did this answer your question?