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M
marina12
December 7, 2020
Question

How do I "Copy to Bill" part of a PO

  • December 7, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JasroV
JasroV
December 7, 2020

Good day to you, @marina12.


Allow me to guide you on how to achieve this in your QuickBooks Online (QBO) account.

 

Once you copied a purchase order (PO) to the bill, you can delete the line item of the PO that you don’t want to bill. Let me show you how:

 

  1. Go to the Expenses menu.
  2. Locate and open the Purchase Order.
  3. Select the Copy to Bill button.
  4. Click the Trash (delete) icon on the line item you don’t want to be billed.
  5. When prompted, select Remove line.
  6. Then click Save and close once done.

You can also check this article for more details about creating a purchase order in QBO: Create purchase orders in QuickBooks Online.

 

I’ve also added this link that you can use for reference in paying your bills: Enter and pay bills.

 

In case you have other questions about PO and Bills in QBO, you can always tag me in your reply. It’s always my pleasure to answer them for you and keep you in working order. Keep safe.

M
marina12Author
December 9, 2020

Not sure if i understand this. should i delete one line then copy to bill the rest of the order when i save and close will the deleted line still be on the PO so that i can copy to bill when i get the rest of the order?

M
MadelynC
December 9, 2020

Yes, everything added to the Purchase order remains intact, @marina12.


Let me clear these things out for you so you can continue to run your business.


If you have an item that is part of your Purchase order (PO) that you don’t want to bill, you can delete it. This way, it will not be included once you make payment. Doing this method won’t affect your PO transaction.


You can refer to these screenshots for visual reference:



Check out this article for your reference on how to enter bills and record payments in QuickBooks. It has complete instructions to ensure books remain accurate.


Please let us know if you have other concerns with your transactions. We’ll be here anytime to help you. Take care.

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