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Quickbooks Desktop: I have selected customers for whom I must currently manually enter a purchase order number on each invoice. I would like to enter for the customer - and then have it automatically populate the invoice when I create it. Is this possible? Thanks.
I'm here to share some details about this, pharmaboy.
QuickBooks Desktop has a designated Vendor and Customer workflows. It helps users ensure they're able to track the transactions accurately.
Currently, the option to populate the purchase order automatically to an invoice is unavailable in QuickBooks Desktop. We'll have to follow the correct workflow to add the details on your sales transactions. For the detailed process, please see the steps below.
First, create a purchase order. I'll show you how:
Once done, enter your bills against the inventory. Then, create an invoice. For more details about the workflows, please see these articles:
Additionally, you can run and personalize reports in QuickBooks Desktop to ensure you can keep your record accurate and focus on the information that matters most to your business:
Please don't hesitate to comment below if you need further help managing your transactions in QuickBooks. I'm always here to assist you.
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