How to receive items without a purchase order?

piperppp · ‎November 18, 2022

If something is bought with a credit card, and therefore we do not receive a bill for that item purchased, how do we receive that item in Quickbooks Desktop if no purchase order is created? Based on the processes we have, we cannot easily create purchase orders for items that were bought by a credit card. If a purchase order MUST be created in order to receive, then how do you link that purchase order to a credit card reconciliation?

BigRedConsulting · ‎November 18, 2022

There is no need to use a PO for any type of inventory item purchase, whether a bill or credit card charge.

In this case, you can enter a bill for the items and then pay the bill using a credit card charge using the Pay Bills feature, or you an add the inventory items directly to a credit card charge transaction, much like you might to a check you write from your bank account for items.

piperppp · ‎November 18, 2022

How do you add inventory items to a credit card transaction?

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