Question

Purchase Orders (Auto Numbering)

Forum|Forum|1 year ago
September 27, 2024
2 replies
0 views

I turned on my Purchase Orders & at the same time, I have enabled the 'Custom Transaction Numbers'.

When I create a PO, it still is being assigned by Quickbooks on the PO. Adding a custom field just adds another field of info.

I am not finding where I can add the # to start our POs with & disable the one that QB assigns.

Where do I go to do this?

QuickBooks Online

J

Jelayca V

Managing your transaction numbers in QuickBooks Online (QBO) is easy with Custom transaction numbers, Lisa. I’ll be more than happy to discuss this in detail so we can align your PO with your preferred numbering system.

When you enable the Custom transaction numbers feature, you have full control over the numbering of your Purchase Orders (PO).

While QuickBooks displays a pre-filled number when you create a PO, you can click on that number field and overwrite it with your desired custom number.

After you set your custom number, QuickBooks will remember the sequence for future POs, incrementing based on the initial number you provided.

Furthermore, you can learn how to add an accepted purchase order to a transaction for your vendor in QBO.

You can also check out this article for more insights about recording, editing, and deleting expenses: Enter and manage expenses in QuickBooks Online.

Our team encourages you to visit anytime or comment below if you require assistance with purchase orders and bills inside QuickBooks. We're also available 24/7 if you have other questions about the program. Keep safe.

L

lisa-2i-t-comAuthor

Thanks for the info....

So if the PO has sales tax on it, and I want to add that as a cost of goods sold/ charge it to the project, I assume I will have to have two separate sales tax payables (one in liabilities - one in COGs)?

Clark_B

Yes, Lisa, you can create two separate sales tax payable accounts for Purchase Orders (PO).

To treat sales tax on a Purchase Order (PO) as a cost of goods sold, you can create a separate account for Sales Tax Payable under Liabilities. Then, you'll have to record the sales tax amount in the sales tax payable account. Following that, record the cost of goods sold separately under the appropriate account for the project.

Moreover, please note that the purchase order is a non-posting transaction, so it will not have any effect on your books. It will only affect you once you've converted it to a bill. It's also best to consult your accountant for accurate information and to confirm the appropriate Detail Type and Account Type to select when creating an account in the Chart of Accounts (COA).

Here's how to create an account in COA:

Go to the Gear Icon or Settings and select Chart of Accounts.
Click the New option and enter the account name and number.
Consult your accountant on what Account Type and Detail Type you should choose when creating an account.
Enter a description and verify the account.
Once done, click Save.

To learn more about the chart of accounts, check this article: Learn about the COA.

For future reference, you can check this article to learn how to create subaccounts in your chart of accounts: Create subaccounts in your chart of accounts in QBO.

If you have any concerns about managing sales tax in PO, please tag me in the comment section, Lisa. I'll assist you in any way possible.

P

Program user

We are having a similar problem. We've created several PO's since migrating to QB online, and we've had to correct the autogenerated PO number. Now when we create a new PO, the PO number does not increment from the number we put in on the previous PO.

We've paid for the advanced package, and we call your support line for help, but those people seem to be only marginally qualified, they understand the simple problem only marginally, and their English in only partially intelligible. Very very frustrating.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded