Purchase Orders

Hello there, @Rorysnory12 .

I recognize the importance of implementing your PO system so you'll know when an order is delivered. I'm here to assist you with your concerns. However, the feature to mark an order satisfied is currently unavailable with QuickBooks Online. Rest assured you can still acquire this using a third-party app that QuickBooks Online supports.

Here's how you can browse third-party apps in QBO:

1. From the left menu, scroll down and select Apps.
2. Click the Find Apps tab.
3. Search for third-party apps.

You can also learn how to create and send customer statements in QuickBooks Online to show your customers summaries of their invoices or balances.

Let me know if you have further concerns about implementing your Purchase Orders in QuickBooks Online. I'm always available to assist you.

Thank you for your response. So can POs not be marked as satisfied ?

What is the process for matching POs to invoices ?

Hi there, Rorysnory12.

I'm here to provide clarity and address any confusion you may have.

Yes, that's correct. In QuickBooks Online (QBO), purchase orders (POs) can't be marked as satisfied. The process involves creating a bill from the PO to reflect the receipt of goods or services.

As of now, we're unable to match POs to invoices in QBO. As a workaround, I recommend integrating a third-party application. It enhances process efficiency, automates tasks, and ensures seamless data flow.

Here's how:

1. Go to the Apps menu and then click Find apps.
2. In the Search field, you can type keywords.
3. Select the app you want to integrate.
   
   

Alternatively, you can utilize the Custom field feature, which enables you to incorporate your purchase order number on your invoices for easy identification.

1. Go to the Gear icon and then select Account and Settings. 
2. Choose Sales, then click Sales form content.
3. In the Custom fields section, enter the Name, such as PO Number. 
4. Check the Internal box if you want to show the field in QBO. Choose Public if you want to show the field on customer forms.
5. Select Save, then Done.
   
   

Once done, manually enter the purchase order number in the custom field when creating an invoice. I recommend customizing the sales form before clicking Save and send to email it to your client (see the screenshot below). 

Please feel free to reach out to me anytime if you require further assistance with QuickBooks Online. My goal is to ensure that you always achieve your desired outcomes in your bookkeeping. Take care and stay safe!