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papergal
August 23, 2022
Question

Applying payments to QB invoices that only reference customer PO numbers

  • August 23, 2022
  • 1 reply
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We are working with direct to consumer retailers that make payments to us referencing only the customer PO numbers.  Any smart ideas on how to match those PO numbers to the QB invoices to more efficiently apply these payments?  I am currently downloading orders from QB to excel and sorting by PO (we put the PO # in a memo field) but I still need to manually match the payment with our invoice #.  Some of these PO #s are over 17 digits and with hundreds of order every week it is too time consuming.

1 reply

R
Rasa-LilaM
August 23, 2022

Hello there, papergal.


I appreciate you for sharing an alternative method for collating purchase orders, including how you matched payments to invoices. This information will be useful to other users who are in the same situation as you.

 

In the desktop program, the option to automatically match payments to invoices using purchase order numbers is currently unavailable. I still recommend that you follow the workaround steps you mentioned above to keep your records in order.

 

I can see that incorporating this feature into QuickBooks Desktop (QBDT) will benefit a lot of users. You will save time because you will no longer have to match the transactions manually. You can submit this idea to our product engineers for consideration in future updates.

 

Here's how:

 

  1. In your company file, head to the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
  2. In the QuickBooks Feedback window, click the Type of Feedback drop-down to select Product Suggestion.
  3. Press the Product Area drop-down and choose which part in QuickBooks needs improvement.
  4. Then enter your product suggestions in Here is my suggestion box.
  5. Fill in the remaining fields.
  6. Click Send Feedback.

 

I've included some resources to assist you in quickly navigating your customer or vendor transactions:

 

 

These guides include links to the processes as well as screenshots for visual reference.


Keep me posted if you require any additional assistance with your purchase orders, invoices, or other entries. Know that I'm only a few clicks away from help. I wish you continued success with your business.

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