What must be done before turning an estimate into a purchase order?

Before turning an estimate into a purchase order, enabling the purchase orders option in Account and Settings is essential. This step is crucial because it ensures that QuickBooks Online is configured to support the creation of purchase orders from estimates. By enabling this option, the software recognizes the transaction type and allows users to seamlessly convert estimates into purchase orders.

Setting the status of an estimate as Closed does not directly affect the ability to create a purchase order. In fact, it is often necessary for estimates to remain open to allow for conversions. Having a QuickBooks Online Plus or Advanced subscription is also critical for many features, but the ability to create a purchase order from an estimate specifically requires the purchase orders option to be enabled. Similarly, setting up an Estimate reminder workflow does not impact the conversion process to a purchase order and is more related to task management rather than financial transactions.