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Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purchases but this doesn't pick up the PO on QBO so I have a large amt open?

 
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Best answer 04-16-2019

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QuickBooks Team

Re: Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purc...

Hello there, Bookkeeping5.

 

We're unable to close them by bulk. You'll have to manually open each transaction and close it. 

 

I'll guide you with the easy steps.

 

First, let's pull up all purchase orders. Here's how:

  1. Click the Magnifying glass icon, then click Advanced Search.
  2. Click the Search drop-down arrow, then choose Purchase Orders.
  3. Click Search

Once you can view all purchase orders, you can now close them one by one. Here's how:

  1. Choose one transaction, then click to open it. 
  2. Under the Supplier name, click the Open drop-down arrow.
  3. Click the Purchase Order status drop-down arrow, then choose Closed.
  4. Click Save and close.

You can continue doing these steps until you're done closing them. 

 

Let us know if you have more questions, we're just around. 

5 REPLIES 5
Highlighted
QuickBooks Team

Re: Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purc...

Hello there, Bookkeeping5.

 

We're unable to close them by bulk. You'll have to manually open each transaction and close it. 

 

I'll guide you with the easy steps.

 

First, let's pull up all purchase orders. Here's how:

  1. Click the Magnifying glass icon, then click Advanced Search.
  2. Click the Search drop-down arrow, then choose Purchase Orders.
  3. Click Search

Once you can view all purchase orders, you can now close them one by one. Here's how:

  1. Choose one transaction, then click to open it. 
  2. Under the Supplier name, click the Open drop-down arrow.
  3. Click the Purchase Order status drop-down arrow, then choose Closed.
  4. Click Save and close.

You can continue doing these steps until you're done closing them. 

 

Let us know if you have more questions, we're just around. 

Not applicable

Re: Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purc...

Are there any 3rd party apps to bulk close PO's in QBO?

 

Just took over books for a small business and they have 8700 open PO's going back to 2010

 

Closing them one by one would be cumbersome

Moderator

Re: Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purc...

Hi bookkeeping5,

 

I'm unable to recommend a specific app. However, let me guide you to our Intuit Marketplace and find one that works for your business.

 

There are a few apps that integrate with QuickBooks Online (QBO) that allows you to close bulk purchase orders. You're able view available third-party applications by following these steps:

  1. Sign in to your QBO account.
  2. From the left panel, choose Apps.
  3. Enter a keyword in the search bar.
  4. Press Enter on your keyboard.

You can also go to this link and choose your country: https://apps.intuit.com/app/apps/home.

 

UK.PNG

 

This should point you in the right direction. Let me know if you have any questions. I'll get them answered for you.

Not applicable

Re: Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purc...

I would also like a bulk close option.  Thank you!

QuickBooks Team

Re: Is there a way to bulk close purchase orders? I have been using Receipt Bank to enter my purc...

It's nice of you to drop by, Kent1.

 

This is something that I also like to be added in our system. I'll surely share your concern to our management team. They'll help us submit this to our software developers. This will be assessed and might be included in future updates.

 

In the mean time, you can follow my steps at the top on how to close these transactions.

 

Visit us anytime if you have other concerns. We'd be happy to help you again.