Report to locate all the Vendor Bills for specific PO reference on Item Receipts?

J_Radcliffe · ‎May 06, 2022

We are using Quickbooks Desktop Enterprise and are converting transactions over to Quickbooks from ConnectWise Manage so we do not use Purchase Orders in Quickbooks.

We do have Item Receipts for POs pushed over into Quickbooks and then match Vendor Bills to these Item Receipts.

We have ongoing audits where we need to provide all vendor invoices for specific purchases in the past and I cannot see how you can run a report to locate all vendor bills that cleared Item Receipts with a specific PO reference. The PO reference field seems to be lost when you convert to a Bill.

Kevin_C · ‎May 09, 2022

The ability to locate all the vendor bills for specific purchase order reference on item receipts is great functionality, J_Radcliffe. I'm here to share some insights.

Since this feature hasn't been added yet, I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program.

Here's how:

Go to the Help menu and then select Send Feedback Online.
Choose Product Suggestion.
Add the type of feedback.
Type in your feature suggestion.
Once done, click Send Feedback.

I'm also adding some articles below to view various ways on how you can track customer transactions in QBDT. Then, how Accounts Payable is used to track the money you owe your vendors and how it works:

Stay in touch if you have additional questions about QuickBooks-related concerns. I’ll get back to help and make sure you’re taken care of. Keep safe, J_Radcliffe!

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Report to locate all the Vendor Bills for specific PO reference on Item Receipts?

Report to locate all the Vendor Bills for specific PO reference on Item Receipts?

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