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

Purchase Order and Bill

I used to have a link that would connect my bills to my purchase order and my purchase orders to my bills.  With the last update I can only go from my bill to my purchase order.  The link from my purchase orders to my bills is gone. 

1 Comment
GraceC
QuickBooks Team

Purchase Order and Bill

Hello there, @jvento.

 

You can attach your Bill to Purchase Orders (PO) and then include this to your invoice.

 

To enable Billable Expenses

  1. Go to the Gear icon (⚙) and selecting Account and Settings.
  2. Navigate to the Expenses tab and click the Bills and Expenses section.
  3. Check the box to Make expenses and items billable and fill out the settings that appear below.
  4. Click Save and then Done.

Doing this will add a Billable column to all expense transactions so they can be carried forward into an invoice and sent to your customers. Now, assuming you've already created the purchase order, attach it to a bill like so.

 

To attach a Purchase Order to a Bill

  1. Go to the +New icon,then click Bill.
  2. Select the same vendor you chose on the Purchase Order. An Add to bill menu will appear on the right side.
  3. Under the PO you need to attach, select Add.
  4. Fill out the rest of the Vendor Bill as needed.
  5. If these billed items will be included on a customer invoice, check the box under the Billable column and select a name under Customer.
  6. Click Save and close.

This will ensure you record and receive the items you're purchasing on the PO. Lastly, add these billable items to a customer invoice with the instructions below:

 

To add Billable Items to a Customer Invoice

  1. Go to the +New icon and select Invoice.
  2. Select the same customer you chose in Step 4 of the steps above. An Add to Invoice menu will appear on the right side.
  3. Under the Billable Expense, you need to attach.
  4.  Select Add. Fill out the rest of the Invoice as needed.
  5. Click Save and close.

For more insights, you can read these articles:

If there's anything else that you need, please leave a reply below. Have a great day!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us