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clair2
Apr 24, 2019 10:43 AM UTC
Solved

Can you help with entering 'customers purchase orders'?

No text available
    TaliaIAnswer
    Level 8
    Apr 25, 2019 8:39 AM UTC

    I agree, all purchase order number must be quoted on the invoices otherwise payment will be rejected.

    I need to enter all our customer purchase orders on QBO, I believe the only way is to enter them in estimate?


    Hello clair2,

     

    Yes, the best workaround would be to enter as an estimate.

     

    Thanks,

     

    Talia

    View in thread

    7 replies

    EdwardR
    Apr 24, 2019 12:00 PM UTC

    Thanks for posting on the Community clair2.

     

    Can I please clarify what you are trying to record, do you mean Purchase Orders for Suppliers?

     

    Thanks,

     

     

    clair2Author
    Apr 25, 2019 8:12 AM UTC

    I want to enter the purchase orders from our customers - I believe the only way is to record them in estimate?

    Rustler
    Rustler
    Level 15
    Apr 24, 2019 12:19 PM UTC

    @clair2 

     

    If the customer is ordering products you sell , use an estimate.  If you want you can customize an estimate using a custom field where you can type in the customer PO number

     

    If it is a blanket PO for x-amount, use an estimate and a service item, but enter the amount as the qty and the rate as $1.  That will allow you to use part of the $ amount per invoice

    vpcontroller
    vpcontroller
    Level 7
    Apr 24, 2019 2:00 PM UTC

    Customer's Purchase Order feature is also commonly known as 'Sales Order' for your company which QuickBooks Online (QBO) does not have yet. They have 'Estimate' feature (which is a different feature) is available in QBO. With Estimate form, you can create Progress Invoicing (help to create multiple partial invoices from a single estimate) and also be able to convert Estimate to Vendor Purchase Order if needed.

     

    For more information related to Progress Invoicing, check out this article: https://quickbooks.intuit.com/community/Inventory-and-projects/Set-up-and-send-progress-invoices-in-QuickBooks-Online/m-p/186149

      Rustler
      Rustler
      Level 15
      Apr 24, 2019 7:33 PM UTC
      @vpcontroller wrote:

      Customer's Purchase Order feature is also commonly known as 'Sales Order' for your company which QuickBooks Online (QBO) does not have yet. They have 'Estimate' feature (which is a different feature) is available in QBO. With Estimate form, you can create Progress Invoicing (help to create multiple partial invoices from a single estimate) and also be able to convert Estimate to Vendor Purchase Order if needed.

       

      For more information related to Progress Invoicing, check out this article: https://quickbooks.intuit.com/community/Inventory-and-projects/Set-up-and-send-progress-invoices-in-QuickBooks-Online/m-p/186149

      One of my businesses deals with customer purchase orders routinely.  In QB a sales order is just a record of an order being placed.  A customer PO on the other hand is an authorization to purchase and warrants that the funds have been reserved.   Get a customer PO and do not enter the customer PO number on your invoice and it gets sent back or trashed, depending on how the A/P clerk receiving it feels at the time.

      clair2Author
      Apr 25, 2019 8:20 AM UTC

      I agree, all purchase order number must be quoted on the invoices otherwise payment will be rejected.

      I need to enter all our customer purchase orders on QBO, I believe the only way is to enter them in estimate?

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