Purchase Orders to Invoices

Yes, printworksla. You can change a vendor purchase order into a customer invoice without re-entering the same information twice in QuickBooks Online (QBO). Let me walk you through how it's done.

In QBO, you can streamline the process of converting Purchase Order (PO) into a customer invoice.

First off, let's create a PO and convert it to Bill, then make the bill billable to a customer, which creates a billable expense. Please see the outline steps below:

1. Go the + New button, then select Purchase Order.
2. Choose a Vendor and fill out the necessary details.
3. Under Customer/Project, select the Customer, then select Save.

 
4. Once saved, click Copy to bill on the upper right-hand corner.

5. In the Category details, click the box on the Billable column and Save to create a billable expense charge. You can click view to access the billable expense.

 
Next, after the billable expense charge has been generated, we'll now turn it to an invoice. Follow the steps below:

1. Navigate to the + New button, then choose Invoice.
2. Select the customer that you've linked to the PO.
3. On the right-side corner of the Billable expense, click Add to automatically input the details. 

4. Once done, click Save and close.

If you have further questions about managing vendor or customer transactions, feel free to return to this forum and post a comment at any time. We're always here to look out for your response.