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vevans
October 16, 2018
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I linked a vendor bill to the incorrect purchase order. How do I unlink the transaction?

  • October 16, 2018
  • 2 replies
  • 0 views

I have clicked on the linked transaction under the vendor's name but I do not get a "drop box".  Just the linked transaction information.   A posted answer said I should have the option to "remove" but I do not.

Best answer by sarsar

Hi, vevans.

Thanks for reaching out to us. Here's how you can unlink a bill from a purchase order:

  1. Go to Vendors and select the specific vendor.
  2. Pull up the specific Bill.
  3. Select 1 linked transaction under the vendors name on the bill. 
  4. Click the Purchase Order hyperlink and change the status from Closed to Open. 
  5. Click Save. 

Making the Purchase Order open unlinks it from the Bill. You'll want to delete and recreate the Bill or delete the items from the Purchase Order.

Let me know if you need anything else. 

2 replies

S
sarsarAnswer
October 16, 2018

Hi, vevans.

Thanks for reaching out to us. Here's how you can unlink a bill from a purchase order:

  1. Go to Vendors and select the specific vendor.
  2. Pull up the specific Bill.
  3. Select 1 linked transaction under the vendors name on the bill. 
  4. Click the Purchase Order hyperlink and change the status from Closed to Open. 
  5. Click Save. 

Making the Purchase Order open unlinks it from the Bill. You'll want to delete and recreate the Bill or delete the items from the Purchase Order.

Let me know if you need anything else. 

C
Carly11
February 25, 2020

Hi,

 

Is there a way to see what bills have been applied to a purchase order? If I go into the PO I cannot see any linked transactions but I can see that a value has been received against the PO. The PO is marked as 'open'.

 

Thanks!

R
RaymondJayO
February 25, 2020

Yes, there's a way to view what bills have been applied to a purchase order, @Carly11. This can be done by running the Purchases by Vendor Detail report, and I'm here to guide you how. 

  1. Go to Reports from the left menu. 
  2. Enter Purchases by Vendor Detail in the Search box and select it. 
  3. Set the Report period. 
  4. Hit Run report. 
  5. Find and select each bill to open the transaction. 
  6. Click 1 linked transaction to see the associated purchase order. 

 

The screenshots below show you the steps. 

 

 

 

For your second concern, the linked transaction is located on the bills you've applied to a purchase order. You can refer to the fifth step I've provided above. That's why you're unable to see it when you go into the PO. Since your PO is still marked as open, let's run the Open Purchase Order Detail report to view it. I'll guide you how. 

  1. Go back to Reports from the left menu. 
  2. Enter Open Purchase Order Detail in the Search box and select it. 
  3. Set the Report period. 
  4. Click Run report. 

 

If you've verified that there are no bills associated with your PO, you can create an Expense, Check, or Bill. This ensures you have an accurate presentation in your company. Once done, the program automatically changes the PO from Open to Closed. For more details, check out this article: Apply A Purchase Order To A Vendor Transaction. 

 

Also, you can run the Open Purchase Order List or Purchases by Product/Service Detail report. This will help you manage your purchase orders in the software. Just go back to Reports from the left menu and enter their report names in the Search box. 

 

Please know that I'm here anytime you have other concerns. Have a great rest of your day, @Carly11.

A
Avon-95
June 9, 2021

Adding on to the convo:

If i had partially received the PO, but realised later on that it was linked to the wrong invoice, how should unlink it and yet be able to key in the items?

Because when i unlink the PO, the lines under ITEM DETAILS disappear and I'm unable to key in the relevant items afterwards

R
Rasa-LilaM
June 9, 2021

Thanks for joining this thread, Avon-95.


We’ll have to delete the bill and recreate it to open the purchase order. Then, key in the relevant items afterward to the bill.

 

  1. Tap the Expenses menu on the left panel to choose the Vendors option.
  2. From the list, click the supplier’s name to see more details.
  3. Go to the Transaction List tab and press the View/Edit drop-down to select Edit.
  4. Hit Yes to confirm the action.

 

Next, add the purchase order to the bill. The following write-up will guide you through the process. It includes instructions on how to remove the purchase order from an expense or bill: Add purchase orders to expenses, bills, or checks in QuickBooks Online.


To help with your future tasks, this link contains topics on how to manage taxes, payroll, banking activities, suppliers, and customers’ transactions. Tap here to view our self-help articles.


Keep in touch if you have additional questions or concerns. I’ll be around to help and answer them for you. Have a good one.

A
Avon-95
June 10, 2021

No no.. what i meant is how do i unlink the PO yet be able to edit the invoice afterwards

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