Converting Customer Estimate to Purchase Order missing Customer Information. Received Items from Vendor but having hard-time matching Customer Sales Order Number. Am I missing settings in QBO?
Nope, you did not miss any settings in QBO. Currently, “Copy Estimate to Purchase Order doesn’t populate the customer’s sales order number (or even some customer reference code) in the vendor’s Purchase Order. In QuickBooks desktop they have “customize data layout” for the PO template, they have nothing in QuickBooks Online QBO. Sorry, you will be doing it manually each time your own way.