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R
RASCLC
November 21, 2022
Question

Customer PO amounts updated as the amount is used

  • November 21, 2022
  • 1 reply
  • 0 views

We receive a po and an amount for a year basis from a customer.  Monthly we will send different shipments to the customer as needed. Upon invoicing the customer at the end of the month, is it possible to track the amount that has been used by that PO, so that we will know how much more we can send to that customer under that PO?

1 reply

S
SirielJeaB
November 21, 2022

Thank you for reaching out to us, @RASCLC.

 

I understand how important it is to have a record of your purchase orders in QuickBooks Desktop (QBDT). You may run a report and customize it to your specific transactions to keep track of the amount used on your purchase orders. Here's how:

 

  1. Go to the Reports tab.
  2. Click Purchases. 
  3. Select Open Purchase Orders. 

 

 

 

Check out this article for more detailed information on handling your purchase orders in QBDT: Manage purchase orders in QuickBooks Desktop.

 

Please keep me posted if you have further questions or concerns about your purchase orders. I'm always here to help. Have a great day, RASCLC!

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