If you have created a Vendor Purchase Order, you will see “Copy to bill” on the right side. You can convert the PO to a Vendor Bill. If you’ve already created Bill (Check or Expense) for that PO, you can choose “Add to” from the right panel, then it will close the PO.
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… Continue reading QBO is not auto-populating the customer address when filling out a purchase order
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… Continue reading Partial Purchase Orders in QBO
Transaction reference numbers help you easily identify transactions. QBO will automatically assign transaction numbers in sequence. But if you want to change the starting custom transaction number of your own, you can do so. You would want to turn the company settings ON once, assign a custom number and turn it OFF again so that… Continue reading How to change transaction numbers like invoice number sequence
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How do I add custom fields in Purchase Orders? For example, I like to enter a due date and a customer reference. They have three custom fields available to add in Purchase Order Form. To add custom fields: From the home page screen Select the Company Gear (located at upper-corner) Select “Company Settings” under Settings… Continue reading How do I add custom fields in Purchase Orders? For example, I like to enter a due date and a customer reference.
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… Continue reading How to create a purchase order, receive inventory, enter bill and pay bill to vendor?