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sestamping
March 11, 2025
Question

Is there a way to edit (quantity) a customers purchase order once it's been entered?

  • March 11, 2025
  • 1 reply
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    1 reply

    A
    AdonL
    March 11, 2025

    Yes, there is a way to update the quantity in a Purchase Order (PO), @sestamping. I can guide you through the process step by step.

     

    When you create a purchase order in QuickBooks, its initial status is Open, allowing you to make modifications as needed. You can follow the steps below to update your PO in QuickBooks Online (QBO).

     

    Here's how:

     

    1. Go to Expenses.
    2. Navigate to the Vendors tab and choose a vendor.
    3. Select a PO you want to update.
    4. Update the QTY by clicking the View/Edit option under the ACTION tab.
    5. Click the Save or Save and close button when done.

     

    Furthermore, if you use QuickBooks Desktop (QBDT). Here's how to edit a purchase order within the program:

     

    1. Go to Vendors, then select Purchase Order List.
    2. Double-click the vendor with the purchase order you want to edit. The purchase orders window appears.
    3. Select the purchase order to edit. If you don't see any, select the Left View icon.

     

    Moreover, when your vendor accepts the purchase order, your PO status will be Closed. You can then add it to an expense or bill to make the transaction official. Check out these guides below for more details:

     

     

    Finally, we'll be including these links in case you want to get a snapshot of your business:

     

     

    We're always here to help you maintain accurate and up-to-date purchase orders in QuickBooks. Use the Reply button if you have any other concerns managing vendor transactions in QuickBooks. We're always here to assist you, @sestamping. Take care.

    S
    sestampingAuthor
    March 11, 2025

    I'm not talking about a vendor purchase order. I was referring to a customer purchase order.

    N
    NicoleAscencionS
    March 11, 2025

    Yes, you can definitely edit your customer's purchase order, sestamping. Let me walk you through the process.

     

    First off, are you referring to Estimates or Sales Order? If you're referring to estimates, you can modify this by following the detailed steps below:

     

    1. Go to Sales.
    2. Navigate to the Estimates tab.
    3. Choose the estimate you want to edit.
    4. Click the View/Edit option under the ACTION tab.
    5. Update the necessary details
    6. Hit Save and close.

     

    On the other hand, if you're referring to sales orders, please note that you can edit them, but there are certain conditions. You can only edit open sales orders that are unfulfilled and either have not been invoiced, have an unpaid invoice, or have an invoice that has been voided or deleted. If the accounting period is closed and no invoice has been created, then it can be edited.

     

    Here's how:

     

    1. Navigate to Sales, then select Sales orders.
    2. Find the sales order you need to edit.
    3. Under the ACTION tab, click Edit.
    4. Make any changes you need.
    5. Hit Save.

     

    Moreover, I'd like to share some materials that would be useful in your business:

     

     

    Lastly, if you need help managing your estimates, our QuickBooks Live Expert Assisted service is available to offer guidance. From creating estimates to generating insightful reports, they can assist you every step of the way.

     

    With this, you can successfully edit your estimates and maintain accurate financial records. If you have more inquiries regarding with estimates or any other QuickBooks concern, feel free to leave a comment below. The Community is always here to assist you.

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