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October 16, 2018
Solved

How do i receive inventory from purchase orders

  • October 16, 2018
  • 3 replies
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How do I receive inventory/create a bill for my purchase order when I get the inventory delivered?

Best answer by Kristine Mae

Hello reggiesroast,

Thanks for posting!

I'd be pleased to help. Here's how to create a bill for your purchase order:

  1. On the purchase order created, click on the drop-down arrow under Action.
  2. Click Copy to bill.
  3. Click Save and close.
I have attached screenshots for your reference.

If you have other concerns, don't hesitate to let us know. Thanks again!


3 replies

Kristine Mae
October 16, 2018

Hello reggiesroast,

Thanks for posting!

I'd be pleased to help. Here's how to create a bill for your purchase order:

  1. On the purchase order created, click on the drop-down arrow under Action.
  2. Click Copy to bill.
  3. Click Save and close.
I have attached screenshots for your reference.

If you have other concerns, don't hesitate to let us know. Thanks again!


Rustler
October 16, 2018
And before saving, insure the total amount per items ordered equals the total of the bill received.  In the US, per the IRS that means you have to adjust the total amount per item by a portion of the shipping and/or taxes or any other charges you incurred, they are all part of item cost.
October 7, 2022

How do I receive only part of the inventory in a purchase order? 

LieraMarie_A
October 8, 2022

Hi there, @MO50

 

Receiving only part of the inventory in a purchase order (PO) can be done with ease. I'd be glad to show you how.

 

You can accept inventory with an expense, bill, or check after you record a PO. Recording the items acquired and the corresponding vendor transaction updates the quantity on hand for each item.

 

Here's how:

 

  1. Click on the + New button.
  2. Select ExpenseCheck, or Bill
  3. From the Payee dropdown, pick the vendor. This opens a window with their open purchase orders.
  4. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section.
  5. Adjust the quantity or amount for each line item to reflect the portion you received or plan to pay for.
  6. Hit Save and close.

 

If you need to unlink a PO, check out this article for the detailed steps: Add purchase orders to expenses, bills, or checks in QuickBooks Online. On the same link, you'll find a write-up about when to use expenses or bills in QuickBooks Online.

 

You can always count on me if you need additional assistance and let me know on how these steps turn out. I'm just a post away. Have a great rest of your day!

February 13, 2023

You received inventory that was ordered last week, along with a bill for the inventory for $1,000 PLUS $150 in shipping charges. Explain the journal entry that is made and the accounts that are updated when you enter this inventory and bill into QuickBooks.