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T
TSFoutty
November 5, 2023
Question

Not all of my purchase orders are closing after copying to a bill and saving the bill

  • November 5, 2023
  • 3 replies
  • 0 views

Randomly, my purchase orders do not closed and not showing it is linked to a bill. however, the bill that goes with it shows it is linked to the purchase order. This does not happen all the time. I have check to make sure everything matches and it does. I copy to bill from the purchase order, enter the bill number and save and close every time. I have reached out to Quickbooks chat on several occasions,  NO even understands what I am saying and the issues has continued for several months. My time is valuable. I have wasted hours with support chat with zero solutions. PLEASE HELP!!!!!

    3 replies

    M
    MelroseV
    November 5, 2023

    Hello, @TSFoutty.

     

    I can understand how challenging it can be when purchase orders that were previously linked to bills suddenly become unlinked and when the purchase order itself refuses to close.

     

    In the meantime, let's perform some basic troubleshooting to identify if this is a browser-related concern. 

     

    To start, access the purchase order in the QBO Test Account. If the purchase order operates well, I recommend logging in to a private browser. Here are the shortcut keys for these browsers:

     

    • Google Chrome: press Ctrl + Shift + N
    • Mozilla Firefox: press Ctrl + Shift + P
    • Microsoft Edge: press Ctrl + Shift + N
    • Safari: press Command + Shift + N

     

    Then, access your purchase order. If this works, clear the cache of your regular browser to remove accumulated data. Please note that you can exclude the Password and other sign-in data in the Advanced section when clearing the cache. You might be used to logging into your account without typing your passwords.

     

    On top of that, if the issue is still there, I recommend contacting our Support Team to further assist you in navigating the root cause of this issue.

     

    If you need help on how to upload receipts from vendors, we can take a look at this article as a guide: Upload your receipts to QuickBooks Online.

     

    If you have any further concerns about purchase orders, please don't hesitate to share them with the community. 

    T
    TSFouttyAuthor
    November 5, 2023

    I fail to see how that will fix a problem that already exists and since it is RANDOM, I also fail to see how it would prevent the issue in the future. Also, because that is the ONLY suggestion I have EVER received, clear my cashe and history before I sign in. It is also upsetting that there is software that would require you to use an "incognito" window in order to work properly. I have 25 years experience with accounting and 15 using quickbooks. I am VERY Tech Savvy. Only Quickbooks online has EVER giving me this issue. for $90/month every month there should be no issues let alone one that in at least 3 years has not been resolved. Thanks,

      I
      IrizA
      November 5, 2023

      I see the challenges that you have, TSFoutty. Allow me to enlighten you. 

       

      In QuickBooks Online (QBO), it is best to use an incognito or any other private browser to prevent the use of any existing cached files that might be outdated causing this unusual behavior. 

       

      However, since you tried performing what my colleague says, I'd recommend that you contact our QBO Support so that they can further assist you. 

       

      Here's how:

       

      1. In your QBO account, select Help (?). 
      2. Choose the Search tab.
      3. At the bottom of your screen, click Contact Us.  
      4. Type your concern. Then click Continue. 
      5. You may choose Callback, Appointment, or Chat as your way to connect with us. 
      6. Kindly fill out the provided field such as your First name, Last name, Email address, and Phone number. 
      7. Depending on what you choose as your way to connect with us, click Callback, Schedule appointment, or Chat. 

       

      You may also want to use this article to help you track bills and record the payments in QBO: Enter and manage bills and bill payments in QuickBooks Online. 

       

      You're always free to reply if you have further information or concerns. I'm always ready to listen and help you. 

      K
      kaburns03
      November 9, 2023

      We have the same issue - PO's randomly not closing. Very frustrating - you can't trust the data.

        S
        SheandL
        November 9, 2023

        Hello there, @kaburn.

         

        I recognize the importance of resolving this issue regarding the purchase order randomly not closing immediately. Let me provide an update regarding this. Currently, there is an open investigation (INV-93684) connected to your concern. Rest assured that our Product Developers are aware of this ongoing issue and are working actively to resolve it.

         

        Moreover, I suggest contacting our Customer Care support team. This way, they can add you to the affected list of users and notify you once they have a resolution. Let me guide you on how. 

         

        1. Sign in to your QuickBooks Online company.
        2. Select Help (?).
        3. Select either of these tabs:
        • Assistant tab and select Talk to a human.
        • Search tab and click on Contact Us to connect with a support expert.

         

        Note that for Plus, Essentials, and Simple Start subscribers, support will be available M-F from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. For Advanced subscribers, you may contact support any time and any day.

         

        For better management of your business expenses, refer to this article to track bills and record expenses accurately: Enter and manage bills and bill payments in QuickBooks Online.

         

        Here at QuickBooks, we strive to provide the best service possible. Please let us know if you have other questions regarding the purchase order. We're always ready to assist you.

        S
        ST11
        November 22, 2023

        I too am having this same issue, requires me to repeat work and I cannot trust that when I link a PO to a bill that it actually linked until after the fact. Don't have time to be re-checking if all PO's generated are staying linked to bills. This issues is very frustrating and is throwing off my outstanding PO reports as well.

        S
        SheandL
        November 22, 2023

        I wish I could make your experience better, @ST11.

         

        I understand how crucial it is to address the issue of purchase orders getting closed after being copied to a bill, as it's causing inconvenience to your work. Let me give you an update on the investigation. Your concern is currently linked to an ongoing investigation. I can assure you that our Product Engineering team is actively looking into it and working on a solution.

         

        Moreover, I recommend contacting our Customer Care Support team to list you as an affected user and notify you once a resolution is rolled out. To do so, Here's how:

         

        1. Sign in to your QuickBooks Online company.
        2. Select Help (?).
        3. Select either of these tabs:
        • Assistant tab and select Talk to a human.
        • Search tab and click on Contact Us to connect with a support expert.

         

        Note that for Plus, Essentials, and Simple Start subscribers, support will be available M-F from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. For Advanced subscribers, you may contact support any time and any day.

         

        You can refer to this article if you want to track bills and record your expenses correctly: Enter and manage bills and bill payments in QuickBooks Online.

         

        In QBO, we aim to give the best customer service possible. Please let us know if you have other questions regarding the purchase order. We're always available to help you.

        S
        sturoof1
        December 1, 2023

        We are having the same issue. Its just been issue upon issue this last year. I rely on linked bills to monitor deliveries on large purchase orders over a long duration and now have no idea what is delivered without manually digging out a years worth of bills.

         

        This is ridiculous for a leading accounts platform.

         

        I will have to consider leaving. 

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