Purchase Order Worksheet

Setting up the Purchase Order Management Worksheet from scratch can be challenging, but I can assist you in exploring alternative ways to get that feature up and running, angel511.

When you enable the Enhanced Inventory Receiving (EIR), the Purchase Order Management Worksheet feature will no longer be available. As an alternative, you can restore a backup of your company file from before EIR was turned on or create a new company and transfer your data through export and import (limitations to the information you can share).

To restore  your company file, follow these steps:
 

1. Open QuickBooks Desktop (QBDT) Enterprise, and go to the FIle menu at the top bar to select Open or Restore Company.
2. In the Open or Restore Company window, tick the radio button for Restore a backup copy and click the Next button.
3. Select Local Backup and Next.
4. Browse your computer for your backup company file. It should look like this: [Your company name].qbb.
5. Choose a folder where to you wish to save your restored company file and click the Open button. 
   Note: If you open the backup in the same folder as your existing company file, you may overwrite your data. You can  rename your existing company file or the backup so the names are unique to prevent from overwriting anything . Otherwise, save the backup in a completely separate folder.
6. Click the Save button. 

If you encounter any messages about potentially overwriting your data, choose the option that fits your situation. Only overwrite if you are sure you want to proceed.

If you wish to set up a new company file, refer to this article for detailed instructions: Create a QuickBooks Desktop company file.

Once completed, we can proceed to enable the Purchase Order Management Worksheet. Here's how: 

1. In yor company file, head to the Edit menu and select Preferences.
2. Go to the Items & Inventory menu on the left panel and head to the Company Preferences tab. 
3. From there, click the Advanced Inventory Settings button.
4. Navigate to the Site Operations tab and  select the Enable Purchase Order Management Worksheet checkbox.
5. Click OK to apply the chanages. 

 Check out this article that dives into the details: Use the purchase order management worksheet. 

You can track received items and check notes related to a specific purchase order using the Purchase Order (PO) Progress worksheet after the receiving agent updates QuickBooks Enterprise. Furthermore, QuickBooks Desktop provides numerous built-in vendor reports that give insights into your company's expenses and accounts payable. Additionally, you have the option to tailor them fit your specific business requirements.

Visit the Community again if you need further assistance navigating QBDT or have other accounting-related concerns or questions. We'll get back to you and ensure you're well taken care of.