Thank you so much for reaching out today, Tina. I completely understand how important it is to have a clear and efficient process in place when managing purchase orders and tracking incoming items. Together, we’ll walk through the best way to handle these steps within QuickBooks Online, helping you stay organized and in control.
In QuickBooks Online, the process of "receiving" items you’ve ordered through a Purchase Order is not managed through a separate receiving module or feature. Instead, this is accomplished by converting the Purchase Order into a Bill once you have physically received the goods or services from your vendor.
Here is how you can do this:
- In your Purchase Order page.
- Input the Vendor information, including the Email address where you want to send the Purchase Order.
- Add the Products or services you are ordering.
- Click Save to finalize the Purchase Order.
- Then, click Copy to Bill.
- Review the Bill details, then choose Save and Send or simply Save, depending on your preference.
- Once saved, this Bill will be considered as the record of items received.
I hope this helps clarify the process of receiving items through Purchase Orders in QBO. If you have any other questions or need further assistance with setting this up or managing your workflow, please don’t hesitate to reach out. I’m here to support you every step of the way and ensure you get the most out of QuickBooks for your business. Thank you for choosing QuickBooks, and have a wonderful day!
