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Maverick2
Level 6

Closing old purchase order that are open

We have some pretty old purchase orders that are still open. Earlier than already closed months/years so I get the "This transaction is more than 90 days.... blah blah blah warning."

 

If I mark them closed does it do anything but take the PO out of the Open PO list? Like accounting wise or affecting the year end financials?

Solved
Best answer April 01, 2022

Best Answers
Angelyn_T
QuickBooks Team

Closing old purchase order that are open

Hi, @Maverick2.

 

Yes, purchase orders are non-posting entries. So if they won't be received, you can either delete them from your record or close the POs right away.

 

  1. First, pull up your purchase orders.
  2. Choose one transaction, then click to open it.
  3. Under the Vendor name, click the Open drop-down arrow.
  4. Click the Purchase Order status drop-down arrow, then choose Closed.
  5. Hit Save and close.

 

For more tips while handling your purchase orders and other vendor entries, you can check out the resources from this link: Enter expenses, pay bills, write checks, and manage suppliers.

 

Let me know if you have any other questions about closing purchase orders in QBO. I'll be right here to help. Have a good one!

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14 Comments 14
KlentB
Moderator

Closing old purchase order that are open

Let me share some information about how PO works, Maverick2.

 

Closing a purchase order means all the items have already been received and invoiced. Take note that this action won't affect your financial reports since purchase orders are non-posting transactions. Feel free to follow these steps to close the purchase orders:

 

  1. Go to the Vendors menu, then select Purchase Order List.
  2. Double-click the vendor with the purchase order you want to edit. 
  3. Select the appropriate purchase order.
  4. Change the status to Close, then click Save.

I'm also adding this article to help track and manage your vendor transactions in the program: Accounts Payable workflows.

 

Do you have any other questions in mind? Feel free to leave them below and I'll get back to you.

Maverick2
Level 6

Closing old purchase order that are open

Sorry I wasn't clear enough.

 

The leftover items on the old POs will not be received. For example we ordered 100 widgets and only received 98, and the 2 leftovers will not ever be sent.

 

I'd rather not delete or change anything on the purchase order. But since it's non posting that shouldn't be an issue to NOT edit the PO and just close it, right?

Angelyn_T
QuickBooks Team

Closing old purchase order that are open

Hi, @Maverick2.

 

Yes, purchase orders are non-posting entries. So if they won't be received, you can either delete them from your record or close the POs right away.

 

  1. First, pull up your purchase orders.
  2. Choose one transaction, then click to open it.
  3. Under the Vendor name, click the Open drop-down arrow.
  4. Click the Purchase Order status drop-down arrow, then choose Closed.
  5. Hit Save and close.

 

For more tips while handling your purchase orders and other vendor entries, you can check out the resources from this link: Enter expenses, pay bills, write checks, and manage suppliers.

 

Let me know if you have any other questions about closing purchase orders in QBO. I'll be right here to help. Have a good one!

AmericanRV
Level 4

Closing old purchase order that are open

So using this I was able to officially close the PO, but I have some that show an open balance. How do I get rid of that so it's not showing under my vendor list? These are some where all items are marked received but the PO still shows an open balance. I want to them to not show a balance. ?

 

Purchase Orders.jpg

 

DivinaMercy_N
Moderator

Closing old purchase order that are open

Finding the cause of why a closed purchase order still has an open balance is my specialty, @AmericanRV. I have just the steps you'll need to track it down.

 

Let's begin with reviewing if all the items in the Purchase Orders (PO) are pulled up into the bill. There are times that items are manually entered which keeps the PO open. To do so, you can open the bill then, change the vendor's name, and re-select the original vendor. This should allow you to re-choose the PO. With this, we can determine that info added is correct.

 

If verified that the actual PO is added to the bill and you still see an open balance, you can use the verify and rebuild tool to identify any data integrity issue of your company file. Here's how:

 

  1. To start, you'll have to close all the open windows by going to the Window tab and choose Close All. 
  2. Once done, select the File menu to start verifying your data. 
  3. From there, click Utilities and choose Verify Data. PO01ve.PNG
  4. If you see the "QuickBooks detected no problems with your data" message, no further action is needed.
  5. If you see the "Your data has lost integrity" message, let's proceed with rebuilding your file.
  6. Go back to the File menu and select Utilities.
  7. Then, choose Rebuild Data. PO01re.PNG
  8. Click OK to start backing up your file. The Rebuild Data utility starts as soon as the backup is completed.
  9. Select OK when you get the message "Rebuild has completed". 

 

For more details about the process, please check this article: Verify and Rebuild Data in QuickBooks Desktop.

 

On the other hand, you can also run the Open Purchase Orders report and check to see if those marked as received PO have an open balance. I'll guide you on how:

 

  1. Select the Report tab and scroll down to see the Purchases section.
  2. From there, choose Open Purchase Orders.
  3. Then, customize the report to further see those PO with an open balance. PO02.PNG

 

I've also added this helpful article to serve as your reference and guide in managing your Accounts Payable in QBDT: Accounts Payable workflows in QuickBooks Desktop.

 

Just in case you're planning to update the quantity or total value of your products in QBDT, you can simply do it by performing an inventory adjustment. 

 

You can always leave a comment below if you have any other questions about the steps I've provided above. I'm willing to lend you a hand. Have a great day ahead. 

CCooperAMC
Level 2

Closing old purchase order that are open

Are there certain permissions required to open and close purchase orders? One of my team members enters AP and frequently needs to open /close older po's, but the button on her QuickBooks does not work. (we use QuickBooks desktop contractor 21.0). I can open and close po's on my computer but for some reason she cannot

Charies_M
Moderator

Closing old purchase order that are open

 

Your given scenario has something to do with the login permission set up for that certain team member who wants to open and close Purchase Orders in your QuickBooks Desktop account.

 

Let's review their permission and make necessary update so the user can freely work on everything. 

 

Here's how to do it:

 

  1. Open your QuickBooks Desktop (QBDT) program and click the Company tab.
  2. Hover over to Users and choose Set Up Users and Roles.
  3. Next, click the Role List menu.
  4. From there locate and select the roles you need to check.
  5. Select View Permissions then, click the role and select Display
  6. Once done, go back to the Role List tab. Highlight the role and click Edit.
  7. You'll be routed to the Edit Role window.
  8. Highlight each category under Area and Activities and click Full under the Area Access Level section.
  9. When done, click OK

To check the changes, simply select the View Permissions button on the Role List page. 
 

 

You can visit this article to learn more about managing rules which will help you control what they can and can't do within your company file: Create data level permissions in QuickBooks Desktop Enterprise. You can also find here a list of frequently asked questions about the feature as well as the answers for each of them. 

 

Feel free to use this link in case you need more info in handling your user roles: Create data level permissions in QuickBooks Desktop.

 

I got your back if you need further assistance about managing user permissions in QBDT. Feel free to leave a reply below and I'll get back to you as soon as possible.

TerryPierce
Level 1

Closing old purchase order that are open

is there a way to do this in bulk in Exnterprise?

our company was converted and the old POs are listed as open and to close each one wholu take way too much time

Please help!

Thanks

Terry

Bern Office

 

ChristieAnn
QuickBooks Team

Closing old purchase order that are open

Hi there, TerryPierce.

 

Thank you for visiting the QuickBooks Community. I'll be sharing details on how purchased order works in QuickBooks Desktop. Then, I'll ensure you can send feedback so the option you want to perform will make it possible.

 

Closing all open purchase orders in QBDT in bulk is currently unavailable. The program only allows you to manually perform this to make sure you can review each entry before closing it so your vendor's transactions stay accurate.

 

For now, I suggest going to the Help icon in QuickBooks Desktop and choosing Send Feedback. This way, you can submit a request about having the option to close the said entry in bulk to help run your business and save time. Any recommendations are sent to our engineers for consideration in future updates.

 

Lastly, you may refer to this article to see steps on how you can run a specific report in QBDT to see the list of open PO: Create purchase orders in QuickBooks Desktop.

 

If you have any other questions about managing your PO, please let me know by leaving any comments below. I'll be here to lend a hand, TerryPierce. Have a great day!

SusanCFR
Level 1

Closing old purchase order that are open

I have closed purchase orders but the purchase orders still show up when I enter bills against that vendor.  How do I get CLOSED purchase orders to not show up as choices to apply bills to?  I spent hours on the phone with  a QB helper but no solution.   Seems like there should be a toggle somewhere to switch if I don't want closed POs to be on my open PO list...

ChristineJoieR
QuickBooks Team

Closing old purchase order that are open

I've got you covered, @SusanCFR.

 

We understand the frustration of not having this function as expected and the importance of resolving it as quickly as possible.

 

We have an open analysis for this exact issue you stated above. Rest assured that our engineers are working on a fix.

 

For now, I suggest contacting our payroll support to add you to the list of affected users. This way, you can receive a notification when a fix is available. Please review our support hours by reaching out to us whenever is most convenient for you.

 

See the steps to get in touch with our representatives:

 

  1. Open QuickBooks.
  2. Go to the Help menu at the top.
  3. Select QuickBooks Desktop Help.
  4. Type Contact Us in the search box. Then, click on Contact Us at the bottom.
  5. Select the way you wish to connect with support.

 

Additionally, do you need to manage your payable workflow? We can refer to this article on how to record transactions to accounts payable: Accounts Payable workflows in QuickBooks Desktop.

 

Let me know if you have follow-up questions by clicking the Reply button. I'm always available and ready to assist with managing your purchase order and bills. Good day to you.

SusanCFR
Level 1

Closing old purchase order that are open

Any update on my problem in QB where closed purchase orders still show up as available when I enter bills? (see below)

SusanCFR
Level 1

Closing old purchase order that are open

Problem still not solved.  In my experience, the only thing that marking a PO closed does is put a stamp on the PO that says "CLOSED".  It is not removed from the open PO list, it still shows up when I enter bills as an available PO, etc.    I don't want to change the PO, just have it not populate the list of POs that are actually open and active.

JaeAnnC
QuickBooks Team

Closing old purchase order that are open

Thanks for connecting with us, Susan.

 

Recently, we've received reports about closed purchase orders (PO) appearing in the list of open PO in QuickBooks Desktop (QBDT). Please know that our engineers are already alerted to this issue and currently working on a permanent fix. 

 

In the meantime, I'd recommend getting in touch with our customer support to be included in the list of affected users. This way, you'll receive updates about the ongoing investigation via email.

 

Once resolved, you can receive inventory in QBDT with or without a bill. It updates the quantity on hand for each item and the payable to the vendor.

 

Feel free to get back to us if you have further questions about purchase orders. We'd be happy to answer them. Stay safe.

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