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How to copy a QuickBooks Online Purchase Order to a Bill

Updated over a month ago

ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. ​
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Please note: The Purchase Order Requester needs to be added also as a Bill Requester in the Bill Creation and Approval workflow.

This is how it works


Open a fully approved Purchase Order, click on COPY TO and select the option "Copy to Bill":


The Purchase Order will now be copied to a new Bill, with a memo included:​


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