Hi there ,
I am currently conducting a research project for my client as He is new to using Quickbooks online Pro . He asked me to help in researching the following :
- Where to find Purchase order number on QuickBooks Online
- How to add Sales Rep to Invoice
- How to receive goods against the Purchase Order
- Sales by Rep. Reports Mthly
- Total Inventory Report Mthly
- Total Sells by Month Report
- How to Receive Payment
- How to Add Shortcut onto Dashboard
If you can help me with getting or pointing me in the proper direction to get the information on these subjects for my client that would be greatly appreciated.
I'm glad to hear you're using Quickbooks Online and helping your client navigate the program. Quickbooks is all about organizing and simplifying your books. I'll be happy to guide you through every single point included in your QBO research project.
It sounds like you've both already been looking at the Create purchase orders in QuickBooks Online article as I don't see any particular inquiry on how to create one. If you haven't seen it, I recommend taking a look at the article to learn more.
Starting with your first point, here's how to turn on and view the purchase order (PO) number in QBO.
This will display the number field on the form.
To then receive goods against the Purchase Order, follow the steps outlined in this article: Apply a purchase order to a supplier transaction
Your second research point is very interesting as I can see how valuable it will be to have the possibility to specify and keep track of each rep's sale. The invoice template in QBO doesn't come with a default sales rep field. However, with Quickbooks Online Essentials and Plus, you can customize your invoice template in the settings to add a field dedicated for sales reps. Here's how to do that
When creating an invoice with that template, you'll now be able to fill in the required sales rep name in your sales rep created field. To learn more about customizing sales forms check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online
Since sales rep is a custom field, it won't automatically show on reports, but you can customize your sales report to see the information you'd like. It's pretty simple and I'll show you how.
It's important to note that the report will not include the sales rep name as it's a specific custom field. However, every sale on that report for that month will only be linked to that particular sales rep name you included in your filter.
To view your total sales for the month, you can just follow the same steps above and skip the customization step which included a specific sales rep. To view your inventory report, you can search for the Inventory Valuation Detail Report in your reports menu and choose your desired period to run and analyze.
I hope this all makes sense so far. :) We are now left with the two last points.
It's important to record invoice payments in QuickBooks to make sure your reports are accurate. To record an invoice payment follow the steps below
To learn more on how to receive and categorize payments, check out this article: Record invoice payments in QuickBooks Online
And as for the dashboard, it's already integrated with multiple shortcuts and there's no feature to add additional shortcuts at the moment. I invite you to read the An introduction to the home dashboard article to learn more about the QuickBooks Online home dashboard.
I hope this clarifies everything for you and your client. Don't hesitate to reach out if you need more assistance. :)
Thank you for all the information , I will most definitely forward this to my client .
Is there any other information I should be aware of before forwarding this ?
I just want to cover all the bases and be sure with the information , like that he can commence the use of the program for his company .
Hi JuliesABCs. Thanks for getting back to us. My colleague Patricia has summed up the important points your client needs to know. If you have further questions, don't hesitate to reach back. We're here to help get you back on track.