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R
RWalczak
February 16, 2022
Question

PO# on an Unbilled Report

  • February 16, 2022
  • 2 replies
  • 0 views

When I run the unbilled report I want to see the PO that was used to create the bill.  I used the customize report and selected P.O. #.  When I run the report the PO field is blank, but if I click on an invoice, it shows that it was attached to a PO.  Why am I not seeing this information?

2 replies

R
ReymondO
February 16, 2022

Hi there, @RWalczak.

 

Thanks for reaching out in the QuickBooks Community space. 

 

Once you run the Unpaid Bills Detail report, this will only show your unpaid bills. The report won't show the P.O. numbers since it only displays the open bills and their information. 

 

If you need to see the purchase order's number, simply click the bill on the report. This will open up the transaction and show P.O. that's linked to it. 

 

For more details in customizing reports, check out this article: Customize reports in QuickBooks Desktop.

 

You can also memorize reports in QuickBooks if you want the same settings of the customized report to be available for future use. This way, you do not have to go through the customization process again. 

 

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

R
RWalczakAuthor
February 16, 2022

This does not address my question, as I am not running an unpaid bills report, I am running the Unbilled Costs by Job Report.  The report I run is under the Jobs, Time & Mileage heading.

Tori B
Tori B
February 16, 2022

Hi there, @RWalczak. 

 

Thanks for clarifying that you're using the Unbilled Costs by Job Report. 

 

I wanted to mention that this report, unfortunately, has the same outcome as the Unpaid Bills Report. The report won't show the P.O. numbers since it only displays the open bills and their information. 

 

However, I wanted to go over a couple of different reports that you may find beneficial and more fitting. 

 

To show the P.O.'s received or billed and view open P.O.'s, you can use the Open Purchase Orders by Job. Follow the steps below:

  1. Go to the Reports tab.
  2. Click Purchases.
  3. Choose Open Purchase Orders by Job.
  4. Tap the Customize Report button.
  5. Go to the Display tab.
  6. In the Columns section, select both Debit and Credit.
  7. Hit OK.

 

The following report I wanted to mention was the Transaction Detail Report. To run this report: 

 

  1. Go to the Reports tab.
  2. Choose Custom Reports.
  3. Select Transaction Detail.
  4. Click the Customize Report button.
  5. Customize the report as you see fit. 

 

If you feel you might need a little extra help customizing or finding the correct report for you, you can always contact our Technical Support Team. Our tech support agents have the tools to securely remote into your computer and help you find and build the right report for your needs. 

 

Please let me know if you have any additional questions or concerns. I'm always around to lend a hand. Take care! 

C
cbsmith
May 12, 2022

"P.O.#" is the field that you manually fill in on a Customer Invoice, so if it's not filled out, it won't show up on any report.  The "num" field is the automatically generated number either the PO# or the Inv# on any given form.  But not both.  You can't show both on a report. 

From my understanding, the Purchase Order itself is a non-accounting form, its only for show. It doesn't serve a purpose accounting-wise, which is why they don't bind to a Bill.  Only the Bill and the Customer Invoice serve their purposes.  







Jen_D
Jen_D
May 12, 2022

Thanks for sharing some insights here in the QuickBooks Community, @cbsmith.

 

This answer addresses the main question of this discussion, and will be very helpful to every user in this thread.

 

I thank you for taking the time to help us out with answering posts here in our forum. We would like to do the same if you have concerns about the program. Have an awesome day!

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