Skip to main content
D
dpariseau72
June 3, 2019
Question

How do i receive goods on a purchase order ?

  • June 3, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

J
JamesM
June 3, 2019

Hi there, 

 

QuickBooks Online makes it easy to receive goods on a purchase order. Don't worry, I'll show you how to do that.

 

To do this, follow the steps below: 

 

  1.     Select the Plus icon (+) on the Toolbar, then Bill, Cheque, or Expense.
  2.     From the drop-down, choose or add a supplier. A PO section will appear on the right hand side of the screen.
  3.     To add a PO to the transaction, select Add on the PO displayed. Details from the PO will be added on the first available line in the Item details or Account details section.
  4.     Edit the quantity or amount for each line to reflect the portion that you would like to record as partially received or paid.

Try this out and let me know if it helps. Otherwise, I'll be here if you need me. 

    C
    cmm5
    January 12, 2021

    I'm a bit confused as the purchase order functionality in Online seems more limited than desktop - How do I receive inventory without an invoice .  And then add the invoice later when the vendor sends?

    @JamesM wrote:

    Hi there, 

     

    QuickBooks Online makes it easy to receive goods on a purchase order. Don't worry, I'll show you how to do that.

     

    To do this, follow the steps below: 

     

    1.     Select the Plus icon (+) on the Toolbar, then Bill, Cheque, or Expense.
    2.     From the drop-down, choose or add a supplier. A PO section will appear on the right hand side of the screen.
    3.     To add a PO to the transaction, select Add on the PO displayed. Details from the PO will be added on the first available line in the Item details or Account details section.
    4.     Edit the quantity or amount for each line to reflect the portion that you would like to record as partially received or paid.

    Try this out and let me know if it helps. Otherwise, I'll be here if you need me. 

     

    J
    JamesM
    January 12, 2021

    Hello there. Thanks for chiming in on this post. I'll be happy to elaborate more about our versatile inventory function. Since you'd like to receive inventory without an invoice, I recommend creating an inventory quantity adjustment by following the steps below:

    1. Go to the +New button.
    2. From the Other column, select Inventory qty adjustment.
    3. Enter the adjustment date and select all the items to adjust. 
    4. Click Save and close.

    As you hit Save QuickBooks automatically records adjustments to your inventory accounts. To make sure we're on the same page, could you elaborate more on how you'd like to add the invoice? 

    Terms & ConditionsAccessibility statement