QBO is not auto-populating the customer address when filling out a purchase order

QBO is not auto-populating the customer address when filling out a purchase order.
This may be a new issue. Try checking the customer’s profile to see if you’ve entered the Shipping address or if the “Same as billing address” box is checked.
If there’s none, try entering the Ship address or check the Same as billing address box. Then, try creating a Purchase Order again.

Partial Purchase Orders in QBO

Partial Purchase Orders feature is available in QBO plus now.

You can create a purchase order for both accounts and items tabs. Item tab is more for inventory items. Account tab is an expense that adds directly to Profit and Loss. You can now receive partial shipments and the PO will remain open for back ordered items.

Create a Vendor Bill (or Check, or Expense) form. Select a Vendor, a drawer at the right panel will open. Select add to the bill. You can select to choose either partial or complete order. For back orders, it will show as back ordered quantity and open balance amount for inventory items on a PO. For accounts, it will show open balance amount. The Purchase Order will show the status as open. You can run Open Purchase Order Detail report and Open Purchase Order List report for detailed information.

 





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Copy an Estimate to a Purchase Order


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How to create a purchase order, receive inventory, enter bill and pay bill to vendor?

To create Purchase Order:

  • GO to “+” sign (top middle)
  • Select Purchase Order
  • Create Purchase Order

To receive inventory and enter bill:

  • GO to “+” sign (top middle)
  • Select “Bill” under Vendors heading
  • Select “Vendor” from the list (top left)
  • On right side “Purchase Order” add to link pop-up
  • Click “Add” link
  • It will automatically add to “Item details”
  • Check to see received everything from PO
  • Save and Close

To pay bill to vendor:

  • GO to “+” sign (top middle)
  • Select “Pay Bills” under Vendors heading
  • Select Vendor
  • Select and locate bill to pay
  • Save and Close

Click on the screenshots below to enlarge them

 

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QuickBooks Online – How to enter various expenses in QBO?

The tutorial video below explains how different expense transactions are entered in QuickBooks Online. It is a step-by-step process of learning how to enter expenses in QBO. This is probably the best in-depth video that covers vendor expenses in QuickBooks Online. I highly recommend you to watch it.

 

Let me summarize the content of this video:

  • It explains how to enter expenses like debit card, credit card, ATM, cash withdrawal, bank fee, wire transfer, write check, enter Vendor Bill to pay later as A/P, Pay Bill by the Check and create Purchase Order and more.
  • It explains how to set up and enter billable charges to customers.
  • It explains how to set up and enter expenses by class tracking and location tracking.
  • Lastly, it explains how these entered expenses will show up on various financial reports.

Click on the screenshot below to enlarge it
vendors

 

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