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usernestor-ale
February 16, 2021
Question

Customer Purchase orders to appear on P&L?

  • February 16, 2021
  • 1 reply
  • 0 views

Hi QBO Support...

When we receive a Purchase Order (PO) from a customer, we know we are going to invoice that PO in the near future, but not right now.

However, as soon as we receive the PO, we want it to be part of the Accounts Receivable (AR) and to appear on the P&L and other reports, but *without creating an invoice*  because we don't want to mix the "real" invoices with those POs that are still pending to be invoiced.

 

Is there any way to achieve that on QBO?

 

"Estimates" wont appear on the P&L unless we create an invoice, in the same way that Purchase Orders for suppliers wont appear without creating a bill. I'm not an accountant, so maybe this doesnt make any sense, but It will be good to have the option to add estimates to the P&L without creating an invoice.

 

 

1 reply

C
Catherine_B
February 17, 2021

Hello there, usernestor-ale.

 

You're correct, purchase orders and estimates are non-posting transactions. For the amounts to show on these accounts and display them on your reports. you'll have to create a bill to post it to the Accounts Payable account or an invoice for Accounts Receiveable. 

 

I'd still suggest reaching out to an accountant that will help you manage your customer and vendor workflow depending on your business preference. You can use these references for future use: 

 

Let me know if you have other questions. Take care!

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