Purchase Orders

Emmersive · ‎March 30, 2021

In our payments we typically only have Purchase Orders to our vendors that connect to an invoice of a ordered item from our customer. I need to be able to track my linked POs with their Invoice counterpart to ensure everything is ordered and being tracked appropriately.

My first question/request is to have my invoice number linked to my PO. In what seems to be the absence of that ability, I made a custom field at the top where I could put that info. But it's almost useless to me there if I can't see it on my main expenses dashboard.

I see that I can customize what columns I see on that main expense dashboard, but none of the options are my custom fields. I thought perhaps I would have hope with the "source" option but I cant even find where I can input that information on my PO.

PLEASE HELP!

DivinaMercy_N

Thanks for posting here, @Emmersive.

Currently, the option to add a new column on the Expenses dashboard is unavailable. As a workaround, you can run the Transaction List by Customer Report to see the specific transactions assigned to your customers. Here's how:

Go to the Reports menu.
From the search field, enter Transaction List by Customer Report.
Once opened, click the Customize button to modify the report. You can select filters and additional columns.
When done, hit Save.

I also encourage you to visit our QuickBooks Blog website for more product enhancements and updates.

Feel free to post here again if you have any other questions about managing your purchase orders in QuickBooks. I'll be right here to lend a helping hand. Take care always.

View solution in original post

DivinaMercy_N

Thanks for posting here, @Emmersive.

Currently, the option to add a new column on the Expenses dashboard is unavailable. As a workaround, you can run the Transaction List by Customer Report to see the specific transactions assigned to your customers. Here's how:

Go to the Reports menu.
From the search field, enter Transaction List by Customer Report.
Once opened, click the Customize button to modify the report. You can select filters and additional columns.
When done, hit Save.

I also encourage you to visit our QuickBooks Blog website for more product enhancements and updates.

Feel free to post here again if you have any other questions about managing your purchase orders in QuickBooks. I'll be right here to lend a helping hand. Take care always.

View solution in original post

Emmersive

I'm not really sure why you would think a transaction report of customers would help with me being able to connect purchase orders or invoices. All it shows is the existing invoices, estimates, deposits, and payments made by the customer. That doesn't help me see what purchase orders are connected with each customer invoice.

Emmersive

Oh I see now. You can change your custom fields and include them in the report so you can at least see there that the PO is connected. Got it.

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