Greetings!
I hope someone can help with this. I’ve checked on the forum and even consulted with our accountant. It seems like there should be a fairly simple way to coordinate this, but I seem to be missing it. We currently have QB Desktop Pro 2020. I have used QB for 20 years and need your help!
Background info: I work for a computer reseller with approx. 250 active customers. We sell to the public, to schools and government. We are trying to find a way to ‘connect’ customer’s PO’s to the vendor’s invoices to confirm the customer has been billed for the order.
We do NOT keep an inventory of products: upon receipt of the customer's PO (could be for computers, monitors, ink/toner, parts--we also build and repair custom units, etc), we order merchandise. Upon delivery of merchandise to customer we invoice them. Due to gov’t/school pricing contracts, the exact same item can cost the public one price, gov’t/schools a different price.
I’ve tried doing as ‘jobs’ but our costs come up on the customer invoice unless we ‘uncheck’ billable when entering the vendor invoice, then it doesn’t get ‘tied’ to the PO.
Is it the version we’re running—do we need to upgrade?
Am I missing something?
Everyone’s help is greatly appreciated!