Details of Product in Plan Options

Gary107 · ‎August 27, 2022

Is there a place to see the detail of the plan features? None show purchase orders on this link(https://quickbooks.intuit.com/pricing/) but I know they used to have this feature. It makes it difficult to select an option when you cannot compare the features you need to what is available. I do not want to get partially set up and realize I have the wrong plan and will either pay more or cancel.

DivinaMercy_N · ‎August 27, 2022

Thanks for providing details of your concern, @Gary107. I'm happy to share with you some information about the feature available in the different versions of QuickBooks Online (QBO).

The Purchase Order feature is only available in QBO Plus and Advanced versions. If you're using QBO Essentials or Simple Start, you'll have to upgrade your subscription to use this option. Let me guide you on how:

In your QBO account sign in as the primary or company admin.
Next, navigate to the Settings icon and select Account and settings.
Then, go to the Billing & subscription tab.
Ensure that your payment info is up-to-date.
Then, go to the QuickBooks Online section and click Upgrade your plan.
From there, review the available plans and then select Choose plan.
Follow the on-screen steps to upgrade your plan.

For reference, check out this article: Upgrade or downgrade your QuickBooks Online subscription.

Once done, here's a helpful resource that your can access to have guidance in creating purchase orders: Create and send purchase orders in QuickBooks Online.

I'd love to know updates on how this goes. Feel free to get back here if you have any other questions about QBO features. I'm always here ready to answer your queries to achieve your goal. Have a great week ahead and take care.

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Fiat Lux - ASIA · ‎August 27, 2022

Purchase order is part of inventory management feature available on QBO Plus and Advanced.

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DivinaMercy_N · ‎August 27, 2022

Thanks for providing details of your concern, @Gary107. I'm happy to share with you some information about the feature available in the different versions of QuickBooks Online (QBO).

The Purchase Order feature is only available in QBO Plus and Advanced versions. If you're using QBO Essentials or Simple Start, you'll have to upgrade your subscription to use this option. Let me guide you on how:

In your QBO account sign in as the primary or company admin.
Next, navigate to the Settings icon and select Account and settings.
Then, go to the Billing & subscription tab.
Ensure that your payment info is up-to-date.
Then, go to the QuickBooks Online section and click Upgrade your plan.
From there, review the available plans and then select Choose plan.
Follow the on-screen steps to upgrade your plan.

For reference, check out this article: Upgrade or downgrade your QuickBooks Online subscription.

Once done, here's a helpful resource that your can access to have guidance in creating purchase orders: Create and send purchase orders in QuickBooks Online.

I'd love to know updates on how this goes. Feel free to get back here if you have any other questions about QBO features. I'm always here ready to answer your queries to achieve your goal. Have a great week ahead and take care.

Gary107 · ‎August 27, 2022

Specific question to purchase orders:

So if the purchase order is tied to inventory do all items need to be tied to inventory? I build custom assemblies and all material is tied to a job. As an example I will place a steel order and it will only be tied to the order, when I receive this I will send it to another vendor for processing. I do not need to track the inventory movement in QB because it is only a few po's at each vendor but I do need to create, track, and receive POs.

General Question:

Is there a more complete list of the features by product plan? The overview is good but I would need to understand what the capabilities are by category.

MaryLandT · ‎August 27, 2022

Hi there, Gary107.

In QuickBooks, if you want to track product quantities, add them as inventory items. If not, you can add them as non-inventory or service.

About the list of features by product plan, you can visit this page: See which version of QuickBooks is right for you. It outlines the different features and functions of the version that you want to use.

If you have additional questions, please don't hesitate to post again. I'll be right here to answer you.

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Details of Product in Plan Options