Why are my purchase orders not loading onto the Bill when I click add - it just shows as a 'linked transaction' at the top?

Hi @fiona-messenger,

Let me show you the difference between adding a single purchase order (PO) to a bill and the other is opening a bill then seeing all POs you've created for a supplier.

If you're at the PO page:

1. Click the Copy to Bill button.
2. This, in turn, creates a bill with the details on the PO.

If you're at the bill page:

1. Select the appropriate supplier from the Supplier drop-down menu.
2. You'll see all the available POs you've created for that supplier.

Based on your situation, it appears that you're using the first example I mentioned. Proceed with opening a bill transaction so you can view all available POs for a specific vendor.

if you'd like to run purchase order reports, take a look at the article provided. It provides you a step by step guide on how to run a purchase order report.

Feel free to drop a comment if you have any other questions. I'd be glad to answer them for you.

Hi

Thanks for the response.

The problem I have is that whether I choose to create a bill from the PO, or a bill from the supplier, the PO is not copying onto the bill.  I click add, it states 'Added to bill' but it clearly isn't, see attached - just '1 linked transaction' under Supplier, but no amounts etc.

Hello there, fiona-messenger.

I appreciate you for letting us know the results of the steps provided by my colleague. I'm here to  provide additional way on how we can resolve this issue.

If you're Purchase Order is not copying onto the bill, we can try some basic troubleshooting steps to resolve this unexpected behavior. Let's try opening your browser using incognito/private mode.

You can refer to the keyboard shortcuts below:

• Google Chrome: press Ctrl + Shift + N.
• Mozilla Firefox: press Ctrl + Shift + P.
• Internet Explorer: press Ctrl + Shift + P.
• Safari: press Command + Shift + N.

Once done, try . If it works, then you can clear the cache and cookies of your regular web browsers. Here's an article for your reference: Delete or disable cache and temporary internet files in your web browser.

Otherwise, try using a different browser. However, if the issue persists, you may need to reach out to our Customer Care Team so they can conduct further investigation.

To get their contact number, you can check out this link: https://quickbooks.intuit.com/uk/contact/​.

Let me know if you've got the chance to try these steps above. I'm always here if you need more help.

Thanks for the response.  No, doesn't work I'm afraid.  I have sent a message to support.

Hello Fiona

Thanks for the screen shot.Does this happen on one particular supplier?If you delete the bill and try and copy again do you get the same blank screen.Is this only happening on existing purchase orders when copied to bill or does it happen on new ones as well.Could you provide a screen shot of the purchase order you copied?Are you able to try a different browser?

Sorry for all the questions. We just need a bit more information and we can then get this escalated with the product engineers

Thanks

Emma

Does this happen on one particular supplier? - no, happens with any supplier I choose

If you delete the bill and try and copy again do you get the same blank screen. - yes, I've tried multiple times

Is this only happening on existing purchase orders when copied to bill or does it happen on new ones as well. Either

Could you provide a screen shot of the purchase order you copied? Attached (nothing secret here, the purchase order is from a training book)

Are you able to try a different browser? Yes, tried Edge and Firefox, still the same

The more questions asked, the more I can see you are reading my own question and answers correctly, thank you :)

Yay it worked!

I think the system might have been a little confused as I started off on Essentials and moved to Plus so I could practice Purchase Orders.  I also "purged" my old company which likely didn't help.  My settings might have been wrong as well.  Whatever, all sorted, thank you so much.

That's great, you're welcome! Please let us know if you have any further questions.

Thanks,

Talia