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CourtneyF1
May 13, 2024
Question

How to add PO numbers to Inventory QuickReport?

  • May 13, 2024
  • 1 reply
  • 0 views

Hello,

I am trying to add the PO numbers to our inventory QuickReport and see no way to do this. I tried to customize the report and pick all the options that are there but nothing will give me the PO number only the bill number (invoice number). How can this be done?

1 reply

K
KayePe
May 13, 2024

Hi there, @CourtneyF1.


Let me share why P.O. numbers are not showing when running an Inventory quick report using QuickBooks Desktop (QBDT).


Kindly note that the reason of P.O. numbers not showing on the Inventory quick report in QBDT is because it's a non-posting transaction. If you require a report that displays your P.O. transactions, you can generate a Transaction Detailed report. Here's how:
 

  1. In Reports, click Accountant and Taxes and select Transaction detail by Account.
  2. Choose the Customize report tab and set the date you want to pull up.
  3. Go to the Filters tab and pick the P.O. number.
  4. If done, click OK.

 

 

Additionally, you can refer to this article to learn how to receive inventory with or without a bill using QBDT after recording a purchase order: Receive inventory.


I'm still all ears if you need further assistance with managing your purchase orders and reports in QBDT. Just add your reply below, and I'll get back to you.

C
CourtneyF1Author
May 15, 2024

Thank you for your help but when I picked P.O. Number I do not see them added to the report. It does not add it to the filtering, it acts like it needs something filled out in the P.O. Number field in order to add it to the report.

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