Creating a single bill from multiple purchase orders

Mike Bramble · ‎August 07, 2020

Hi

We import product by container and each container is made up of multiple purchase orders. Is there a way to combine line items from multiple purchase orders into one bill that reflects the contents of the container?

I know that I can create a single invoice from multiple sales orders on the sales side, but need to understand if the same applies on the purchasing side.

Thanks in advance for any thoughts on this.

Cheers

JasroV · ‎August 07, 2020

Yes, there is, @Mike Bramble.

However, you’ll want to ensure the purchase order has the same vendor name. That way, you’ll be able to add multiple purchase orders on a single bill. Let me show you how to do it in your QuickBooks Desktop (QBDT) software.

Go to the Vendors menu.
Select Enter Bills.
Choose a vendor from the Vendor drop-down menu.
Click Yes when prompted to open purchase orders exist for this vendor.
Select the purchase orders you want to add in the bill and click OK.
Then simply click Save & Close when done.

For more details about entering bills in your QBDT software, you can check this link for reference: Enter bills.

Once you’ve settled your bills and you’re ready to pay, you can refer to this article on how to record it: Pay bills in QuickBooks Desktop.

You can always get back to me if you have other follow-up questions about entering bills in QBDT. I’m more than happy to assist you anytime. Have a great day!

View solution in original post

JasroV · ‎August 07, 2020

Yes, there is, @Mike Bramble.

However, you’ll want to ensure the purchase order has the same vendor name. That way, you’ll be able to add multiple purchase orders on a single bill. Let me show you how to do it in your QuickBooks Desktop (QBDT) software.

Go to the Vendors menu.
Select Enter Bills.
Choose a vendor from the Vendor drop-down menu.
Click Yes when prompted to open purchase orders exist for this vendor.
Select the purchase orders you want to add in the bill and click OK.
Then simply click Save & Close when done.

For more details about entering bills in your QBDT software, you can check this link for reference: Enter bills.

Once you’ve settled your bills and you’re ready to pay, you can refer to this article on how to record it: Pay bills in QuickBooks Desktop.

You can always get back to me if you have other follow-up questions about entering bills in QBDT. I’m more than happy to assist you anytime. Have a great day!

Mike Bramble · ‎August 07, 2020

Thank you so much. This is similar to logic in other systems I have used.

Also, when will QB be introducing a Bill of Lading option. We are having to use one from an external vendor that is a bit clunky.

Cheers

Nick_M · ‎August 07, 2020

Hi there, Mike Bramble.

Thanks for the question and I'm glad you were able to get the help you needed. As far as the Bill of Lading option. I would suggest keeping an eye on the QuickBooks Blog spot. That way you always know whats new, what to expect and when to expect it.

QuickBooks Blog.

If you have any other questions or concerns, feel free to come back any time. Thank you and have a have a nice evening.

Nicole78 · ‎February 12, 2021

I have a vendor that I do roughly 90% of my purchasing through. It is taking me 2 - 3 mins to turn a PO into a bill using QB online. There must be a better way that is less time consuming. What do you suggest?

Nicole

JoesemM · ‎February 12, 2021

Thanks for joining this thread, @Nicole78.

The approximate time adding a purchase order into a bill takes 2-3 minutes, as you also have mentioned. However, you can look for third-party applications that less time-consuming in adding purchase orders to the bill.

Let me help you find the app which suits your business needs and walk you through the integration. You can also click this link directly at apps.intuit.com.

Click Apps in the left navigation menu.
In the Search field, enter "purchase order" or other keywords to find the right app.
Select the app, then click Get app now.
Hit Connect.
Sign in using your Intuit Account, if you'll be asked to verify your identity.
From the Company/Firm drop-down menu, select your company.
Click Confirm, and then Connect.

I've added these articles, that help you manage your transactions like applying PO to the bill, pay a part of it, and run a report:

Additionally, you can check out these articles on how to categorize your expense receipts and bills:

Please know that you're always welcome to post if you have any other concerns. I'll be glad to help you at any time. Have a nice day!

Nicole78 · ‎February 12, 2021

Thank you, I will check it out right now and let you know if I have any questions.

Nicole78 · ‎February 12, 2021

Do you have an app to recommend. I am wondering if it is so slow because we have thousands of bills already in QB for this vendor. If I change a PO to a bill with a vendor I rarely use it goes right through. Thoughts?

MaryLurleenM · ‎February 12, 2021

We're unable to recommend an app, Nicole78.

You can select which app suits you best.

Furthermore, there shouldn't be a problem with bills created. You might want to check what causes QBO to be slow: Why is my QuickBooks Online slow? This article contains how to resolve the connection.

If you have other questions in mind, don't hesitate to leave a reply.

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Creating a single bill from multiple purchase orders