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April 16, 2019
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Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purchases but this doesn't pick up the PO on QBO so I have a large amt open?

  • April 16, 2019
  • 1 reply
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Original commenter did not share additional details
Best answer by Kristine Mae

Hello there, Bookkeeping5.

 

We're unable to close them by bulk. You'll have to manually open each transaction and close it. 

 

I'll guide you with the easy steps.

 

First, let's pull up all purchase orders. Here's how:

  1. Click the Magnifying glass icon, then click Advanced Search.
  2. Click the Search drop-down arrow, then choose Purchase Orders.
  3. Click Search

Once you can view all purchase orders, you can now close them one by one. Here's how:

  1. Choose one transaction, then click to open it. 
  2. Under the Supplier name, click the Open drop-down arrow.
  3. Click the Purchase Order status drop-down arrow, then choose Closed.
  4. Click Save and close.

You can continue doing these steps until you're done closing them. 

 

Let us know if you have more questions, we're just around. 

1 reply

Kristine Mae
April 16, 2019

Hello there, Bookkeeping5.

 

We're unable to close them by bulk. You'll have to manually open each transaction and close it. 

 

I'll guide you with the easy steps.

 

First, let's pull up all purchase orders. Here's how:

  1. Click the Magnifying glass icon, then click Advanced Search.
  2. Click the Search drop-down arrow, then choose Purchase Orders.
  3. Click Search

Once you can view all purchase orders, you can now close them one by one. Here's how:

  1. Choose one transaction, then click to open it. 
  2. Under the Supplier name, click the Open drop-down arrow.
  3. Click the Purchase Order status drop-down arrow, then choose Closed.
  4. Click Save and close.

You can continue doing these steps until you're done closing them. 

 

Let us know if you have more questions, we're just around. 

May 22, 2019

Are there any 3rd party apps to bulk close PO's in QBO?

 

Just took over books for a small business and they have 8700 open PO's going back to 2010

 

Closing them one by one would be cumbersome

JaneD
May 22, 2019

Hi bookkeeping5,

 

I'm unable to recommend a specific app. However, let me guide you to our Intuit Marketplace and find one that works for your business.

 

There are a few apps that integrate with QuickBooks Online (QBO) that allows you to close bulk purchase orders. You're able view available third-party applications by following these steps:

  1. Sign in to your QBO account.
  2. From the left panel, choose Apps.
  3. Enter a keyword in the search bar.
  4. Press Enter on your keyboard.

You can also go to this link and choose your country: https://apps.intuit.com/app/apps/home.

 

 

This should point you in the right direction. Let me know if you have any questions. I'll get them answered for you.