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GregWM
January 16, 2022
Solved

I have a PO with 18 lines of items. When I go to "copy to bill" from the PO the items from the PO do not appear in the the bill - the bill ends up 2 lines -COGS

  • January 16, 2022
  • 1 reply
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The two lines in the bill are line 1 "Cost Goods Sold......." Line 2 is blank - I never see any of the 18 lines that are in the PO in the bill. I deleted the PO and recreated thinking that there was something wrong with it, but still not working. When looking at the PO the category is set to "split" not sure if this is causing an issue. I am at a loss on what to do. Hope I have explained this well enought to make sense. Thanks. for the help
Best answer by katherinejoyceO

Thanks for visiting the Community today for your concern, @GregWM. 

 

The items will show as split when there are multiple accounts or line items used on a single entry. 

 

You can unsplit the PO category and remove the other lines from your transaction. Then, follow the steps to add a purchase order to an expense, bill, or check: 

 

  1. Select + New, then select Expense, Check, or Bill. Learn when to use expenses or bills.
  2. From the Payee dropdown, select the vendor to open a window with their open purchase orders.
  3. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section.
  4. If you plan to bill a customer for a specific item, select the Billable checkbox. Then add the customer you plan to bill in the Customer column.
  5. Select Save and close.

 

 

Should you need more help in handling your expense and sales items in the future, you can always view them individually by running reports. 

 

Come again if you have additional concerns. We're always around to help. 

 

 

 

 

1 reply

katherinejoyceO
katherinejoyceOAnswer
January 16, 2022

Thanks for visiting the Community today for your concern, @GregWM. 

 

The items will show as split when there are multiple accounts or line items used on a single entry. 

 

You can unsplit the PO category and remove the other lines from your transaction. Then, follow the steps to add a purchase order to an expense, bill, or check: 

 

  1. Select + New, then select Expense, Check, or Bill. Learn when to use expenses or bills.
  2. From the Payee dropdown, select the vendor to open a window with their open purchase orders.
  3. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section.
  4. If you plan to bill a customer for a specific item, select the Billable checkbox. Then add the customer you plan to bill in the Customer column.
  5. Select Save and close.

 

 

Should you need more help in handling your expense and sales items in the future, you can always view them individually by running reports. 

 

Come again if you have additional concerns. We're always around to help. 

 

 

 

 

V
Vero2022
November 22, 2023

Hi, I have a large project and want to populate a Purchase Order (PO) to this specific project so that we have a PO number for all the suppliers/vendors/project team members to use on this project when they submit their Bills and Invoices every day/week.  How do I go about creating the PO and linking all the bills and invoices to this PO?  Thanks!

C
CamelleT
November 22, 2023

I'll provide steps in managing your purchase orders and expenses, Vero2022.

 

We can only convert purchase orders to bills. Invoices need to be manually created based on the purchase order. 

 

If these are expenses you incur on behalf of the customer's project, you'll need to create a purchase order then convert it to bill( make sure it's billable). Then, create an invoice and add the billable charges. Here's how:

 

Create a purchase order

 

  1. Click + New and then select Purchase order.
  2. From the Vendor ▼ dropdown, choose the vendor name
  3. Complete all the fields, and then click Save and close.

 

Link purchase order to a bill

 

  1. Select + New, then choose Bill.
  2. From the Payee ▼ dropdown, select the vendor. This opens a window with their open purchase orders.
  3. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section.
  4. Tick the Billable checkbox. Then add the customer you plan to bill in the Customer column.
  5. Hit Save and close.

 

Create an invoice and add the billable charges

 

  1. Select + New.
  2. Select Invoice.
  3. In the Customer ▼ dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.
  4. Select Add on the billable expense you want to charge to your customer.
  5. Select Save and close.

 

Additionally, here's an article you can check out to help you give your customers detailed reminders about upcoming deadlines: Create and send customer statements in QuickBooks Online.

 

Drop a comment below if you have further questions about managing your purchase orders and expenses. I'll be here to help. Have a nice day ahead!

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