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January 24, 2024
Question

Is there any link between purchase orders and the receipt function in QB online?

  • January 24, 2024
  • 1 reply
  • 0 views

I have found that the quickest way for me to enter our supplier invoices into QB is by uploading the PDF's to the receipts page and then creating Bills from there. The system auto recognises alot of the information so it reduces data entry.

 

However, we have a manual system for tracking purchases and i would like to start using the purchase order function in QB. Is there anyway to match uploaded receipts to Purchase Orders in the system or is this functionality not available?

1 reply

January 24, 2024

Hi accounts145, thanks for posting on the Community

 

Receipts are only able to be linked to purchase transactions (i.e. expense/bill payments) that post to a creditors account. Purchase orders are non-posting transactions in QB, meaning they don't post to any accounts in your chart of accounts. 

 

PO's are converted or added to bills in QuickBooks, and would duplicate the entry if you'd already created the bill from the receipt. 

 

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