NOTE: You must be in the same session of the Sample company as when you completed the exercise [2\.11a Create an Estimate.](https://scribehow.com/shared/211a_Create_an_Estimate__Y1kM4eKiQfGeiSvQje-mWg)

In a real life scenario, you would need to make sure that Purchase Orders is turned on.

To do this, click on the "Gear icon", then click “Account and settings". From the left navigation bar, click “Expenses”, then check into the “Purchase orders” section to edit.

In the Sample company, this feature is already turned on; no action is required.

Bills and expenses	
Show Items table on expense and purchase forms On
Show Tags field on expense and purchase forms On
Track expenses and items by customer On
Make expenses and items billable On
Default bill payment terms 
	
Purchase orders	
Use purchase orders On
	
Messages	
Default email message sent with purchase orders
	
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Find the estimate you created in the previous exercise.

From the left navigation bar, hover over Sales, then select "Customers".

Click the light blue "Estimates" button box to get a list of your estimates.

This presents you with a list of all the customers with open estimates. In our case, there is only one.

If any pop-ups appear, just click out of them.

This would give you a list of all the open estimates for Gevelber Photography. In our case, there is only one.

In the upper right, click the "down arrow" next to Create invoice, then select "Copy to purchase order".

A pop-up warning from QBO will appear, stating only the product items, not the service items, will transfer to the purchase order. 

In the Vendor field, select "Norton Lumber and Building Materials".

Remove the Rock Fountain by clicking the "trash can icon" on that line (you already have that item in stock).

Assign Gevelber Photography as the client for the pump by clicking into the Customer field, then select "Gevelber Photography".

Keep this session of the Sample company open for the next exercise: [2\.11c Convert an Estimate to an Invoice](https://scribehow.com/shared/211c_Convert_an_Estimate_to_an_Invoice__LsDJnfibTpeXVHG2y1kKHw)

QuickBooks

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

Scenario: Great news! Gevelber Photography liked the price and wants to move forward with installing the background. Create a purchase order to authorize the purchase of 1 pump from Norton Lumber and Building Materials. (You already have some rock fountains in stock.)

2.11b Convert an Estimate to a Purchase Order

🎥 Video