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R
RebeccalynneRMT
May 9, 2022
Question

Receiving Inventory

  • May 9, 2022
  • 1 reply
  • 0 views

I purchased some inventory on credit card.  I have now received the product and I am trying to put it in QuickBooks.  I created a Purchase Order and have also creased an Expense.  When I add the PO to the Expense, nothing fills in the line item area.  I tried to add a line item in my Expense to my Inventory Asset account but this did not move the inventory items from the PO into actual inventory.

 

How do I receive inventory and get the items from my PO to show up in inventory?

1 reply

T
Trish_T
May 9, 2022

Hi RebeccalynneRMT,

 

Welcome to Community!  QuickBooks Online has the features you need to complete your daily tasks effortlessly.  I'll be happy to provide the information you need to complete your QuickBooks goals!

 

Once you've received the products, you can easily add the purchase order as a line item.  This will connect to the bill or expense and close the original purchase order to keep your books accurate.

 

Follow these steps to add a purchase order to an expense;

 

1. Open +New from the left menu

2. Choose Expense

3. Select the Supplier from the Payee ▼ dropdown

Note; This will show the purchase order in a new window.

4. Hit Add for the corresponding purchase order.  They'll appear in the Item details section.

5. Hit Save and close when complete

For your reference, here's a helpful guide for adding purchase orders to expenses, bills or cheques in QuickBooks Online.

 

Please don't hesitate to reach back out is you have any other questions.  We're always glad to assist!

R
RebeccalynneRMTAuthor
May 9, 2022

Hi Trish,

 

Thank you for your reply.  I followed these steps previously and the items did not appear in the line items of the expense.  In the top left hand corner of the expense page, it says 1 linked Purchase Order, but nothing fills in as far as line items.

T
Trish_T
May 9, 2022

Hi RebeccalynneRMT,

 

Thank you for the additional information.  Your time is valuable and I feel it would be best for you to contact us.  Your success is important and it would be a pleasure to work with you and ensure you're back to business as soon as possible.

 

We look forward to hearing from you!
 

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