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April 16, 2019
Solved

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?

  • April 16, 2019
  • 11 replies
  • 30 views
No text available
Best answer by Kristine Mae

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. 

11 replies

Kristine Mae
Moderator
April 16, 2019

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. 

May 22, 2019

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

October 27, 2021

I am not sure if this has been answered but for future users, you can close out bulk purchase orders by following these steps:

1. Select the Vendors tab.

2. Select Bill Tracker.

3. In the Type tab, select Purchase Order.

4. In the Status tab, select Open.

5. Select P.O.'s you would like to close.

6. On the bottom left of page, select Batch Action (Close).


The "Bill Tracker " method is much faster.