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Kjain07
Level 1

Auto create Invoice from pdf PO

I have several customers that place POs for my products by sending an email with a pdf purchase order.  For each I currently manually create an invoice in QB to send to the customer. 

Can QB read the PO pdf and automatically create a customer invoice (similar to how it reads receipts). This would save me so much time and reduce errors.

2 Comments
ChristieAnn
QuickBooks Team

Auto create Invoice from pdf PO

Hi there, Kjain07.

 

Currently, QuickBooks Online doesn't have the option to create a customer invoice automatically from a PO pdf. There are available apps you can integrate to make this possible. Just go to the App center in QuickBooks and locate it from there.

 

Here's how:

 

  1. Click Apps in the left navigation menu.
  2. Click the Browse Category drop-down menu, select Sync Data.
  3. Select the app you want to integrate.
  4. Click Get App Now and complete the following on-screen instructions.

 

 

 

Please refer to this article on how you can add a purchase order to an expense, check, or bill in QuickBooks Online: Apply a purchase order to a vendor transaction.

 

If there's anything else you need help with creating transactions, please feel free to reach back out. Have a great day!

Fiat Lux - ASIA
Level 15

Auto create Invoice from pdf PO

I have yet to find any app for it. If you are a wholesaler, consider having an inventory management app with B2B portal feature, Your resellers will place orders directly on the system and it will integrate with your QBO account seamlessly.

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