Quickbooks Online

lizraimo · ‎April 05, 2024

After the April 2024 system changes (which are horrible), the ability to take a Purchase Order to Bill has changed. Prior to the QB change, on a purchase order we were able to enter line items that were negative amounts, which caused the purchase order amount to decrease. And that line would flip over to the Bill when we transferred the PO to the Vendor's bill. Now that feature is longer working. We CAN enter a negative amount line item on the purchase order, however when we flip it to a bill the line does NOT transfer over from the PO to the Bill. It is just missing. We NEED this feature. Our purchase orders must reflect lines for complimentary services we anticipate from our vendor. This line will reflect the same way on our vendor's invoice to us.

DebSheenD · ‎April 05, 2024

We can perform some troubleshooting steps for you to add or edit a vendor into your account, @lizraimo.

We understand the importance of ensuring that QuickBooks Online (QBO) runs smoothly especially when managing purchase orders. We will provide you with some troubleshooting steps to help improve its performance.

Sometimes, a browser's cache data becomes full of frequent access to web pages or is damaged. When this happens, it causes odd behavior when adding or editing vendor information. Sign in to QBO using a private or incognito window to isolate this issue. This helps us confirm browser-related issues since this mode doesn't use the existing cache data. Let me show you how:

For Google Chrome browser: Ctrl + Shift + N
For Mozilla Firefox browser: Ctrl + Shift + P
For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. Removing this should fix the issue since the overtime collection of data can create corruption. We can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue.

For future reference, visit our QuickBooks Online Articles hub. You can search for topics related to your concern and get some steps to resolve any issues you may encounter.

Also if you have questions about purchase orders, please add a reply below. I'd be happy to assist you further.

lizraimo · ‎April 08, 2024

This is not the problem and was not a solution.

Clark_B · ‎April 08, 2024

I appreciate you for returning to this thread, @lizraimo.

I understand the importance of the negative amount to show after converting your purchase order to bills in QuickBooks Online (QBO). For now, I suggest contacting our support team. They have the necessary tools to check your account and initiate a screen-sharing session to investigate this issue.

Here's how:

Go to Help.
Select the Search tab, then choose Contact Us.
Type in your issue or concern in the field.
Hit Continue.
Click the Chat or Callback option.

For reference, check this article: QuickBooks Online Support.

Additionally, you might want to check these articles to help you track bills and how to email your bills to get them into QBO:

Let me know if you have any other concerns about purchase orders or bills. I'll be around to provide further assistance to you.

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