Skip to main content
K
KHL4
August 22, 2023
Question

Using Purchase Orders

  • August 22, 2023
  • 1 reply
  • 0 views

I am trying to use purchase orders for some orders.  I have created the PO and received partial orders against the PO.  I used receive items with bill.  On the bill, the customer is tagged to their item(s).  However the bills are not posted against the customer.  When I run a profitably report for the customer, the item(s) on the bill are not showing an expenses for their invoice.

1 reply

K
KHL4Author
August 22, 2023

I have figured out that in order for them to post as an expense to a customer, the items must become Expenses on the bill.  It makes sense, but that means that each time I  receive  items from a PO and the bill is created, I must transfer the items from the "item" tab of the bill to the "expense" tab. So, an extra step! 

L
LollyNino_C
August 22, 2023

Hello there, @KHL4.

 

We recognize your insights, and I am happy that you were able to find a solution. And thank you for sharing it in the Community. It will also help other users who experienced the same problem as yours. 

 

You can run the Open Purchase Order report to verify if you've successfully associated the Purchase Order to the Bill.

 

In addition, I've included this resource if you want to personalize your report to show the important information to your business: Customize reports in QuickBooks Desktop.

 

You can always reply or reach out to us again if you need anything else with QBDT. We're always here to guide and assist you whenever you need help. Have a good one!

K
KHL4Author
August 23, 2023

I am hoping someone can offer some support on this.  Even though I found a way to solve this issue, I am really looking to more foward in a more timely manner with purchase orders. 

Terms & ConditionsAccessibility statement