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Level 2

On my purchase order I have it as 'open' at the top, but the line item is still closed, preventing the PO to show when I'm entering a bill. How do I untick the closed box

 
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QuickBooks Team

On my purchase order I have it as 'open' at the top, but the line item is still closed, preventing the PO to show when I'm entering a bill. How do I untick the closed box

Hi enquiries14,

 

The Closed box should automatically be unticked if the Purchase Order is set to Open. Could you try marking the whole Purchase Order as Closed, then Save the Purchase Order? After that, mark it as Open and Save again. Let us know if the line item is still closed after following those steps.

 

Bonny

Highlighted
Level 2

On my purchase order I have it as 'open' at the top, but the line item is still closed, preventing the PO to show when I'm entering a bill. How do I untick the closed box

Thanks for replying, but I have done that and it still won't change the line item to open.

I have 4 invoices with the same issue, I really don't want to delete them and start again if there is an easier way.

Highlighted
QuickBooks Team

On my purchase order I have it as 'open' at the top, but the line item is still closed, preventing the PO to show when I'm entering a bill. How do I untick the closed box

Hi there, enquiries14,

 

Let me clear things out for you about the purchase order (PO). 

 

Once you copy the PO to a bill, the system will automatically close the line item. You can still change the status to Open. However, you won't be able to uncheck the Closed checkbox.

 

You'd need to find the bill and delete it so you can enter a bill again. Let me show you how to do it:

  1. Go to Expenses from the left navigation bar, then choose Expenses.
  2. Click the Filter icon.
    po.PNG
  3. Select a transaction type, status, date, payee, and category to easily locate the PO.
  4. Click Apply.
  5. Click the bill to open it, then click More and choose Delete.
    po1.PNG
  6. Once done, open the PO and create a bill from there by clicking the Copy to Bill.
    po2.PNG

Learn more about how purchase order works in QuickBooks Online through this article: Create purchase orders in QuickBooks Online.

 

Should you need anything else, don't hesitate to leave a comment below. I'm always around to answer your questions.