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VLWP
Level 1

Purchase orders and inventory

Is it possible to use Purchase Orders without Inventory tracking?

We would like the option of creating Purchase Orders in QuickBooks but at this point are not interested in the corresponding Inventory tracking feature.

Solved
Best answer July 22, 2024

Best Answers
CharleneMaeF
QuickBooks Team

Purchase orders and inventory

Yes, VLWP. You can create purchase orders without using the Inventory tracking feature. I'm here to assist you.

 

QuickBooks Desktop allows you to use non-inventory items and other types instead of inventory products when creating a purchase order.

 

Please note that when you turn on the Purchase Order feature, the Inventory will also turned on since both functionalities share one checkbox. You can opt out of using the Inventory tracking by not creating inventory items.

 

Follow these steps to turn on the feature:

 

  1. From the Edit menu, choose Preferences.
  2. Select Items & Inventory, then the Company Preferences tab.
  3. Place a checkmark beside Inventory and purchase orders are active box.
  4. Once done, click OK.
    2.png

 

Then, create the items you want to buy:

 

  1. Go to Lists, then select Item List.
  2. Select Item, then New.
  3. Choose the item type you want to create (don't use Inventory Part).
  4. Fill out the item fields.
  5. Use Custom Fields to add your own customized fields.
  6. Hit OK.
    3.png

 

Once done, you can start creating a purchase order using the products you've created.

 

Additionally, you can go to the Reports tab and then Purchases to pull up and customize various reports to help you keep track of your recorded entries and ensure they're added accurately.
1.png

 

This thread is always open if you have additional questions or concerns about creating vendor transactions, paying owed amounts, and creating items. I'm ready to help you out.

View solution in original post

6 Comments 6
CharleneMaeF
QuickBooks Team

Purchase orders and inventory

Yes, VLWP. You can create purchase orders without using the Inventory tracking feature. I'm here to assist you.

 

QuickBooks Desktop allows you to use non-inventory items and other types instead of inventory products when creating a purchase order.

 

Please note that when you turn on the Purchase Order feature, the Inventory will also turned on since both functionalities share one checkbox. You can opt out of using the Inventory tracking by not creating inventory items.

 

Follow these steps to turn on the feature:

 

  1. From the Edit menu, choose Preferences.
  2. Select Items & Inventory, then the Company Preferences tab.
  3. Place a checkmark beside Inventory and purchase orders are active box.
  4. Once done, click OK.
    2.png

 

Then, create the items you want to buy:

 

  1. Go to Lists, then select Item List.
  2. Select Item, then New.
  3. Choose the item type you want to create (don't use Inventory Part).
  4. Fill out the item fields.
  5. Use Custom Fields to add your own customized fields.
  6. Hit OK.
    3.png

 

Once done, you can start creating a purchase order using the products you've created.

 

Additionally, you can go to the Reports tab and then Purchases to pull up and customize various reports to help you keep track of your recorded entries and ensure they're added accurately.
1.png

 

This thread is always open if you have additional questions or concerns about creating vendor transactions, paying owed amounts, and creating items. I'm ready to help you out.

VLWP
Level 1

Purchase orders and inventory

Thank-you!

Rasa-LilaM
QuickBooks Team

Purchase orders and inventory

Welcome back to the Community, VLWP!

 

I'm delighted to hear that my colleague's solution worked for you and addressed your concerns about using purchase orders without inventory tracking. Feedback like yours inspires us to keep providing timely solutions for the best QuickBooks experience.

 

To dive deeper into tracking money owed to your vendors and paying bills without a purchase order, check out this link:  A/P workflow in QuickBooks Desktop.

 

Feel free to bookmark these resources for future use. They contain instructions for recording bill payments automatically and manually:

 

Please know that you can always visit the Community for any QuickBooks concerns or questions on how to handle your accounting tasks. We're always available to provide the assistance needed.  

RJALRRY
Level 1

Purchase orders and inventory

We just updated to:  ES, MFG and Wholesale 24

 

ON the Inventory Stock Status by Item sheet, the Create Auto PO option is gone, and this is how we did all of our ordering across all vendors.  Is there a way to activate this?

 

 

RJALRRY
Level 1

Purchase orders and inventory

We just updated to:  ES, MFG and Wholesale 24

 

ON the Inventory Stock Status by Item sheet, the Create Auto PO option is gone, and this is how we did all of our ordering across all vendors.  Is there a way to activate this?

jenop2
QuickBooks Team

Purchase orders and inventory

We have recently completed an investigation into the missing Create Auto PO button, RJALRRY.

 

Can you tell us when you upgraded to Enterprise 2024? The investigation was completed on Friday, November 1, 2024. This means that our engineering team has successfully released a permanent fix for this issue through a software patch.

 

To ensure you can access the Create Auto PO button, let's apply the patch using the Reset Update function. This process restores the program's default settings and applies the latest patches and fixes.

 

Here are the steps to install it in your QuickBooks:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Proceed to the Update Now tab.
  3. Check the box for Reset Update.
  4. Click Get Update.

 

reset update.png

 

You can also read more details about installing updates here: Update QuickBooks Desktop to the latest release.

 

After that, open QuickBooks and check if the Create Auto PO button is now visible.

 

Additionally, here are a couple of articles that can provide you with further guidance about tracking inventories and generating reports in QuickBooks:

 

 

Please don’t hesitate to reach out if you need any further assistance when using QuickBooks when tracking inventories and creating related transactions. Your success is important to us, and we want to ensure that your QuickBooks experience is smooth and productive. Enjoy your day!

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