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simone4
September 26, 2019
Solved

Is it possible to copy a purchase order to a bill without re-typing all the information?

  • September 26, 2019
  • 1 reply
  • 0 views

Please explain the purpose of capturing a bill. Is it necessary for accurate month end reports?

Best answer by Rustler

Yes you can copy the PO to the bill, button at the top right on the PO

A bill is used to record the vendor amount you need to pay, usually ONLY if you will not pay it immediately.  bills are a type of suspense file basically.  But you can if you wish enter the bill and pay it right away, it just takes more clicks

No bills are not required for the accounting, you can enter a check or credit card charge for the purchase directly if you wish.  But if you use enter bills, be sure you use pay bills to pay it - that is the best way to link the payment to bill and close it.

1 reply

Rustler
RustlerAnswer
September 26, 2019

Yes you can copy the PO to the bill, button at the top right on the PO

A bill is used to record the vendor amount you need to pay, usually ONLY if you will not pay it immediately.  bills are a type of suspense file basically.  But you can if you wish enter the bill and pay it right away, it just takes more clicks

No bills are not required for the accounting, you can enter a check or credit card charge for the purchase directly if you wish.  But if you use enter bills, be sure you use pay bills to pay it - that is the best way to link the payment to bill and close it.

S
Stefan Dercksen
September 5, 2024

When I am in a Purchase order and click on copy to bill it does link the PO to the bill. However, the bill is still empty and I still need to rewrite or copy the info including the amounts to the bill. Is this how it should be or am I doing something wrong? Is there perhaps a setting I need to change?

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GlinetteC
September 5, 2024

The "Copy to Bill" function should enable the Purchase Order to populate into the Bill automatically, Stefan. I'm here to ensure this gets resolved.

 

Since this isn't your case, let's take some troubleshooting steps to resolve this. If QuickBooks is behaving strangely, it could be related to problems with your browser.

 

We can open your QuickBooks account using an incognito or private window. This method is advantageous as it does not store any site information. You can use the shortcut keys provided below:

 

  • Press Command + Shift + N (Safari)
  • Press CTRL + Shift + N (Google Chrome)
  • Press CTRL + Shift + P (Mozilla Firefox)
  • Press CTRL + Shift + N (Microsoft Edge)

 

If it auto-populates to the Bill, you can clear your browser's cache to remove obsolete files. You can also access the system using a different supported browser as an alternative.

 

Refer to this guidance on entering bills and recording payments in QuickBooks. It provides comprehensive instructions to help maintain the accuracy of your financial records.

 

Moreover, you can discover the process of entering a previous balance for suppliers who owe you money in QuickBooks: Manage outstanding balances for customers and suppliers in QuickBooks Online.

 

If you require further assistance with managing bills or other concerns, please add your queries below. I'll be more than happy to provide additional help.

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