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Level 1

Purchase orders and Invoices

We sell flooring and installation services and use Quickbooks Pro 2018 for Desktop. 

 

Our current set up is that we enter an estimate and upon customer approval, we switch it to an invoice.  We then order the flooring from our supplier but it isn't tracked in Quickbooks until we receive the invoice (after the product has shipped) and their bill/invoice is entered.  Is there a way to create a purchase order and tie it to an invoice so that we can see clearly that the product for that invoice is on order?

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QuickBooks Team

Purchase orders and Invoices

Hi there, ABFlooring.

 

It's nice to have you here in the Community. I'm here with some insight to provide on your question regarding invoices being tied up to purchase orders.

 

At this time, QuickBooks Desktop doesn't have an option for tying up these transactions. For the meantime, you may enter a description on your invoices to indicate that they are currently on order.

 

I can see how adding this option in QuickBooks could help your business maintain the accuracy of your records. I'm going to submit a feature request from my side, which is sent to the Product Development Team when considering features to introduce in software updates. QuickBooks is continuously evolving and improving thanks to ideas from users, like yourself.

 

Please let me know if there's anything else I can do to be of assistance. Thanks for coming to the Community, wishing you a wonderful rest of your day.

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