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sjyan05
Level 1

Accountant's Copy: Receiving PO's

I've searched all over for an answer to this question, and I'm guessing it'll be an easy Yes or No, but is it possible to receive in a PO while the accountant's copy is still outstanding? I'm being told by a team member that we need to create an inventory adjustment to receive in the inventory and once the accountant's copy is completed, we need to do another inventory adjustment to remove the inventory and receive it on the PO accordingly. This seems a bit unusual, but we can't seem to figure out a workaround.

1 Comment
IamjuViel
QuickBooks Team

Accountant's Copy: Receiving PO's

Hello there, @sjyan05.

 

I'd like to provide the Do's and Don'ts in using company file while waiting for your accountant is making changes in the Accountant's Copy.

 

While waiting for your accountant, you can still do the following actions with your QuickBooks working file (.qbw):

 

  • Add new entries to any of your lists
  • Create, edit, and delete transactions this includes receiving Purchase orders
  • Edit the list information
  • Turn on Payroll
  • Reconcile your transactions, but may be rolled back

As long as you do the actions in the current period or after the dividing date, you're in the right track.

 

On the other hand, you cannot do the following while waiting for the changes from your accountant:

 

  • Edit or delete existing accounts
  • Send Assisted Payroll Data or Direct Deposits to Intuit

For additional insights, you may check out this article: Use the Accountant's Copy

 

Let me know if you have other questions about managing your Purchase Orders in QuickBooks Desktop. I'm always here to answer your inquiries. 

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