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Thanks for the response,
However I want to know if QuickBooks can store PO's sent in from the client. For the company I work with we receive most of our client POs as PDFs.
Thanks again,
Thanks for getting back to us with additional details, Yannick M.
For now, we're unable to import POs that were saved as PDFs in QuickBooks. You'll need to recreate the Purchase Orders in your account once you received them from your client.
Alhough, you can attach the PDFs as attachments when recording the transactions.
If you're using QuickBooks Online, follow the steps in this article on how to do it: Attachments in QuickBooks Online.
If you have QuickBooks Desktop, use this article instead: QuickBooks Document Center.
The Community is always here if you need anything else.
Thanks,
Last question. Client PO's can't be imported in both QuickBooks online and QuickBooks Pro correct?
But can be saved as attachments.
Yes, that's correct, @Yannick M.
The option to import your client's PO is unavailable in both QuickBooks Online and QuickBooks Pro. Although, you can still attach an attachment to them.
Here's how you can add an attachment in QuickBooks Online:
I've also provided the steps on how you can this one in QuickBooks Desktop.
You can also run the Purchase Order report in QuickBooks Online to see the basic summary of all unfulfilled purchase orders, including the vendor names, delivery dates, and open balances.
If you're using QuickBooks Desktop, you can view this report by clicking the Reports menu and select Purchases. Then, choose either Open Purchase Orders or Open Purchase Orders Details report.
That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do. Keep safe.
How do you add additional pages to a template?
I want to add terms and conditions to a Purchase order template but I'm not certain the best way.
Thanks for posting here, Miro1.
I understand the importance of customizing your templates by adding pages for the terms and conditions in QuickBooks Online (QBO). However, this feature is not yet available.
With this, I recommend submitting feedback to our Product Developers so they can consider adding this feature in future updates. Here's how:
Alternatively, I suggest looking for a third-party application that'll enable you to add terms and conditions to your purchase order template.
In addition, I've included this article to help you with your purchase orders in QBO: How to run purchase order reports.
You're always welcome to reply to this thread if you have more questions about customizing your templates in QuickBooks Online. Have a good day.
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