cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

I get an error of: "You must select an account for this transaction" when entering a purchase order. I'm new to PO's, what am I doing wrong?

I'm using PO's for the first time, have entered the info for the vendor, but get error "Select an account for this transaction"
6 Comments
QuickBooks Team

Re: I get an error of: "You must select an account for this transaction" when entering a purchase...

Entering the details of the vendor's purchase order is all you need to save the transaction, nfresales.

 

We can try some browser troubleshooting steps to get rid of the error. You can use a private window to see if you'll get the same error when entering a PO. If it works there, go back to your original browser and clear the cache.

 

QBO is also accessible on other browsers like Google Chrome, Internet Explorer, and Mozilla Firefox. I'd also suggest switching to a different one to create a PO if the error persists. 

 

I've prepared an article for you for the frequently asked questions about purchase orders.

 

I'll be here if you need a hand. Please let me know if you need anything else.

Level 1

Re: I get an error of: "You must select an account for this transaction" when entering a purchase...

All my Vendor Details are filled in. 

I've opened a private window. Cleared my browser cache.

 

Still will not allow my to save or save changes in my Purchase Order. 

Each time i try i still get the message:  

Something's not quite right
You must select an account for this transaction.
 
Please help. 
Moderator

Re: I get an error of: "You must select an account for this transaction" when entering a purchase...

Glad to hear from you here in the Community, AliciaR270.

Let me help you go over to your purchase order and get past the error message you're getting.

 

Purchase orders in QuickBooks Online do not affect any of your accounts; instead, they simply help you keep track of what you order.

 

You'll need to choose an account if you're using the Category details section. This way, you'll be able to save the purchase order without any errors.

z.PNG

 

You may find these articles helpful:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

You can always get back to me if you need more help with QuickBooks Online purchase orders. Have a nice day.

Level 1

Re: I get an error of: "You must select an account for this transaction" when entering a purchase...

Hi, 

 

I've followed those links previously, there is an option chosen under Category and my purchase order still will not save. I've even tried deleting the item from the category and moving it to item details- items/product - following all directions and cannot get my purchase order to save. 

QuickBooks Team

Re: I get an error of: "You must select an account for this transaction" when entering a purchase...

Hello there, @AliciaR270.

 

You can use another product or item to successfully save your purchase order. I'll show you how to do it.

 

  1. Go to the Plus icon.
  2. Click Purchase Orders.
  3. In the Vendor drop-down, select the vendor you'd like to create a purchase order for. You can also select Add New to add a new vendor.
  4. Fill out the rest of the fields, and choose another product or items you'd like to order.
  5. Select Save & Close.

In the meantime, the purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services.

 

For more reference, you can read these articles below:

Feel free to click the Reply button if you have other questions. I’m always here to help.

Level 2

Re: I get an error of: "You must select an account for this transaction" when entering a purchase...

Just in case it helps, I was getting the same error, and it was because I'd added an extra line in the items list that I didn't have a Product/Service for, only the description, amount, etc.

 

I created a new Product/Service for the line I was trying to add, and used that instead, and the problem went away!

 

I'm not sure I've explained that very well, but I hope it helps!

 

A

Need to get in touch?

Contact us