Recording Inventory Qty Received

You've come to the right place, @JTCLP.

Thanks for posting here in the Community. Let me provide some information on how you can properly record an inventory item in QuickBooks Online Accountant (QBOA).

When recording the purchases of your inventory, you'll start by creating a purchase order and then adding it to a bill to make the transaction official. Based on your scenario, I take it that you're using the Category details dropdown, and that's why you're unable to select a specific item.

Since we're recording an inventory item, let's utilize the Item details drop-down from the purchase order window so we can select a specific Product/Service. Here's how:

1. Click the + New button, then select Purchase order.
2. Choose the vendor from the Vendor ▼ dropdown.
3. Enter the Purchase Order date.
4. In the Item details section, enter the products you want to purchase. Please take note that you can only add products or services you marked as "I purchase this product/service from a vendor."
5. Fill in the necessary customer information.
   
   
6. Once done, select Save and close.

The information you've entered from the purchase order will also carry over to the bill. Follow these steps to add it to a bill:

1. Click the + New button, then select Bill.
2. Choose the vendor from the Vendor ▼ dropdown. This opens a window with their open purchase orders.
   
   
3. Select Add for the correct purchase order. This adds the items from the purchase order and will appear in the Item details section.
   
   
4. Select Save and close.

However, if you're not referring to these options, can you please provide us with additional information or screenshots of what you mean with your concerns?

In addition to this, we have reports that you can utilize to see and manage your inventory in QBOA. Kindly refer to this article that explains what you can see when you run the specific report: Use reports to see your sales and inventory status. Also, you can customize or personalize the format of each report to show the exact details you need.

Feel free to get back to me if you need further assistance with managing your inventory items. I’ll be more than happy to work with you again. Have a great day!

Thank you for your reply and assistance. Last evening I spent about 2 hours with the support team trying to troubleshoot what I was doing wrong. I had followed exactly what you laid out for the process, and the support person had me do the same. 

The problem is that the PO will not attach itself to the bill payment process, which is why all I can enter on the bill is Category information. No Product/Item section appears on the bill. As a result the inventory quantity just gets lost in this process rendering the inventory tracking functionality useless.

The support person checked with engineering and it was discovered that there is an open QBO ticket for this issue.  They did not say who or how many users this is impacting, but as I am using an online version it has to be more than just me?  I am confused why there is no mention on these boards, or why the support person didn't know this immediately.  This functionality is literally the only reason to pay for and attempt to use the Pro version.  I have been trying to use inventory on a start-up company for several weeks so this must be an open issue now for awhile.  Might need to find new software if this continues much longer.

I can imagine what you have been going through. But we're here to make sure you get the help you need, JTCLP.

First and foremost, thank you for your feedback and for sharing your support experience here in the community. It's always our goal to be on top of the ongoing bugs and investigations for QuickBooks and regret that it took some time to get there in this case. 

I will be sure to share this feedback with our team leads so that they are aware of what happened. And please, feel free to give us a reply here if you ever need an update on that ongoing investigation. Our team will be working to resolve it as soon as possible.

If there's anything else you need help with, you can always drop a comment and we'll always be there to help.