When I edit a bill copied from a PO, the linked PO re-opens. I am changing the date and bill num only, no quantities or line items. How do I get PO to stay closed?

Hello Dani. Maintaining accurate records of your transactions is essential in your business. Let me provide details on how linking purchase orders and bills works in QuickBooks Online.

Yes, you can edit the bill even after it is linked to a purchase order. However, it is essential to note that the bill's date and due date should be set after the purchase order date to prevent the transaction from re-opening and becoming unlinked.

If you modify the bill's date and due date to a time before the purchase order date, the transaction will re-open, and relinking will not be possible.

In such a scenario, you'll need to delete the bill, edit the purchase order date, select "Copy to Bill," and update the bill date. You can follow these steps:

1. Hover over the Expenses menu. Select the Expenses tab.
2. Look for the bill you've modified. Tick the View/Edit dropdown. Press Delete.
3. Double-click the purchase order that was re-opened. Edit the date.
4. Hit the Copy to Bill option, then update the bill date. 
    

The following steps will ensure both transactions are linked, and the purchased order will be closed. 
 

I'm also adding these helpful resources to learn how to manage your bills:

• Enter and manage bills and bill payments.
• Learn the difference between bills, checks, and expenses. 

Please be assured that the provided information ensures the accuracy of your transactions, including quantities. Feel free to reach out for further assistance or clarification on this matter. Have a good one!