cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Active Member

Im creating a po to order parts for an existing invoice and want to make sure it is kept with the job how is that done

 
1 Comment
Moderator

Re: Im creating a po to order parts for an existing invoice and want to make sure it is kept with...

Sending good vibes to you, texanoverheadcra.

I'm here to lend a hand in making sure you can keep the job when creating PO in QuickBooks Online.

 

To keep the job when creating a purchase order, make sure to enter the name under Customer/Project in every transaction. As long as the customer's name is indicated on that column it will be included in the report, regardless if it's billable or not.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Inventory-and-projects/Projects-Set-up-and-Use/td-p/186112.

 

If you need additional help with QuickBooks, you can call our dedicated team who will be happy to assist you. To reach us, please follow these steps:

 

  1. Click (?) Help at the upper right corner.
  2. At the bottom, click on Contact us.
  3. Type in your concern then hit Continue.

If you require more information about jobs in QuickBooks Online, don't hesitate to let me know.