Thanks for bringing your questions about the process of creating item receipts from purchase orders in QuickBooks Desktop, DennisSOTA. Let me address your concerns and share details about how the feature works.
To start, selecting a PO when creating an item receipt is a necessary step to ensure that you are associating it with the correct purchase order, even if you started from a specific transaction. This practice helps prevent errors and maintains consistency across different workflows.
In response to your second question, QuickBooks automatically transfers most of the relevant information. All fields that were filled out on the purchase order are carried over to the bill, except for the Memo field.
After generating the bill, you will need to remove the default memo and manually copy the details from the Memo field in the purchase order. You can do the same for instances when Bill Received is selected.
I encourage you to submit product suggestions regarding the ability to copy the contents of the Memo field when converting a purchase order into a bill. Customer suggestions are forwarded directly to our engineers for their review. Here’s how to do it:
- Go to the Help menu and look for Send Feedback Online.
- Click Product Suggestion.
- Choose the Product Area of your suggestion.
- Enter your feature suggestion in the designated fields and complete the form accordingly.
- Click Send Feedback.
Lastly, I would like to share these articles that offer further guidance and reference materials on creating purchase orders and other vendor-related tasks:
Please feel free to reach out anytime you have more questions about receiving items, managing vendor-related transactions, or bookkeeping using QuickBooks. We're always available to offer support and assistance.
