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DeniseX-RayAmerica
Level 2

How can I look up a customer purchase order or run a customer purchase order report????

Customer Purchase orders
1 Comment 1
Kurt_M
QuickBooks Team

How can I look up a customer purchase order or run a customer purchase order report????

It's a pleasure to have you here today, Denise. We'll provide ways to help you view purchase orders inside QuickBooks Online (QBO).

 

Before anything else, please know that the purchase order option is only available for vendors. Thus, you can only access purchase orders by accessing the vendor profiles or running the Purchases by Vendor Detail report. We'll outline the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Expenses tab.
  3. In the Vendor section, select a vendor and then click on it.
  4. Below the Transaction List section, click the Dropdown arrow and choose Purchase order. With this, it allows you to view all purchase orders created for that vendor.

 

If you wish to review the purchase orders through a report, these are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Reports tab.
  3. In the Search bar, enter Open Purchase Order List By Vendor and then click on it.
  4. Filter the reporting period and then click the Customize button.
  5. Tick the box beside the Transaction Type and then click the Dropdown arrow so you can choose Purchase order as the main data that you want to reflect inside the report.
  6. When you're ready, click the Run report button.

    In case you're referring to customer transactions inside QBO, you can access them in the All sales section inside the Sales tab on the left navigational bar. A report can also be used to make it easy to track transactions in a specific period. If you wish to view it through reports, feel free to the Transaction List by Customer.

 

Moreover, we're adding these articles to help you add more details to your transaction reports and keep the current settings for future use:

 

 

As always, the Community space is open 24/7 to assist you in handling purchase orders or transactions inside QuickBooks. You can also ask other questions or comment below if you require assistance performing tasks inside the program. Keep safe.

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