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June 24th, 2019, 05:37 PM
trgteam
 
Posts: 28
We have not found a way to do it (so perhaps this is a feature request), but is there a way to create a QuickBooks Purchase Order from a CommitCRM Quote? Converting it to an invoice works great, but our accounting department relies on PO's heavily so it creates a gap for us.

Please advise.
Thanks!
 
June 25th, 2019, 07:04 AM
Support Team
 
Posts: 7,464
Thank you for posting this and asking.

A RangerMSP Quote can be converted to invoice in QuickBooks/Xero, however at this time it cannot be converted into a purchase order. We will take a note on this request.
 
July 27th, 2022, 09:23 AM
trgteam
 
Posts: 28
Will this feature ever be implemented where we can convert a Quote to more than just an Invoice in QuickBooks?

Or can anyone think of a way to do this? Currently, we have to recreate the quote in QB after creating it in Ranger just so that a Purchase Order can be generated. This would certainly fill a much needed gap.
 
July 27th, 2022, 10:16 AM
Support Team
 
Posts: 7,464
Thanks for following up and asking. At this time we're not sure whether it'll get implemented, as mentioned you can already convert a RangerMSP Quote into a QuickBooks Invoice when the deal is won. Converting it into a purchase order is on our list (based on the original question here) though so far others haven't requested the same so its score is somewhat low when compared to other features getting requested. It'll get evaluated though, thoughts for asking.
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