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dpariseau72
Level 1

How do i receive goods on a purchase order ?

 
5 Comments 5
JamesM
QuickBooks Team

How do i receive goods on a purchase order ?

Hi there, 

 

QuickBooks Online makes it easy to receive goods on a purchase order. Don't worry, I'll show you how to do that.

 

To do this, follow the steps below: 

 

  1.     Select the Plus icon (+) on the Toolbar, then Bill, Cheque, or Expense.
  2.     From the drop-down, choose or add a supplier. A PO section will appear on the right hand side of the screen.
  3.     To add a PO to the transaction, select Add on the PO displayed. Details from the PO will be added on the first available line in the Item details or Account details section.
  4.     Edit the quantity or amount for each line to reflect the portion that you would like to record as partially received or paid.

Try this out and let me know if it helps. Otherwise, I'll be here if you need me. 

cmm5
Level 2

How do i receive goods on a purchase order ?

I'm a bit confused as the purchase order functionality in Online seems more limited than desktop - How do I receive inventory without an invoice .  And then add the invoice later when the vendor sends?


@JamesM wrote:

Hi there, 

 

QuickBooks Online makes it easy to receive goods on a purchase order. Don't worry, I'll show you how to do that.

 

To do this, follow the steps below: 

 

  1.     Select the Plus icon (+) on the Toolbar, then Bill, Cheque, or Expense.
  2.     From the drop-down, choose or add a supplier. A PO section will appear on the right hand side of the screen.
  3.     To add a PO to the transaction, select Add on the PO displayed. Details from the PO will be added on the first available line in the Item details or Account details section.
  4.     Edit the quantity or amount for each line to reflect the portion that you would like to record as partially received or paid.

Try this out and let me know if it helps. Otherwise, I'll be here if you need me. 


 

JamesM
QuickBooks Team

How do i receive goods on a purchase order ?

Hello there. Thanks for chiming in on this post. I'll be happy to elaborate more about our versatile inventory function. Since you'd like to receive inventory without an invoice, I recommend creating an inventory quantity adjustment by following the steps below:

  1. Go to the +New button.
  2. From the Other column, select Inventory qty adjustment.
  3. Enter the adjustment date and select all the items to adjust. 
  4. Click Save and close.

As you hit Save QuickBooks automatically records adjustments to your inventory accounts. To make sure we're on the same page, could you elaborate more on how you'd like to add the invoice? 

cmm5
Level 2

How do i receive goods on a purchase order ?

This makes absolutely no sense at all to me.  I have a purchase order for a non-tracked inventory item. We have received the goods.  I expect the vendor will send an invoice in another few days.  In Desktop, I can receive goods without an invoice, and there's a function to apply an invoice at a later date to the receipt. Does this not exist in Online?

PatriciaT
QuickBooks Team

How do i receive goods on a purchase order ?

Hi cmm5, thanks for providing more details on what you're trying to achieve in QuickBooks Online. I'd be happy to clarify this for you.

 

At the moment, there isn't any feature available to receive goods without an invoice and then apply an invoice later. I can see how this option would have benefited your business, and I invite you to submit feedback directly to our engineers. We are always adding new features to the program, and your opinion helps a lot with that.

 

I also encourage you to visit our Apps menu to explore any third-party apps that could better assist you with your tasks.

 

Don't hesitate to stop by if you need anything else.

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