I need to generate a report that lists the bill transaction details that have been applied to a purchase order. Is there a way in Quickbooks Enterprise 2018 to do this?
I'm here to help get the information you need, kcunited.
You can run the Transaction List by Vendor. It lists all vendor-related transactions, including bills and purchase orders that occurred within a period of time. Then, customize it to see purchase orders and their linked bills.
I'll guide you how:
I'm adding this link to learn more about creating purchase orders: Accounts Payable workflows in QuickBooks Desktop.
Let me know if you need anything else about the report by commenting below. I'm always right here to help you.
Thank you for your response.
Your report displays all of the bills and purchase orders associated with a vendor for a specified time period. What I need is a report that will list all of the bills that have been received/posted against a specific purchase order. Is there a way to do that?
Thank you for your quick response.
Your report displays all of the bills and purchase orders for a specified vendor for a specified date range. What I need to do is generate a report that shows all of the bill transactions posted against a specified purchase order. Is that possible?
Thanks for coming back to the Community, kcunited.
I appreciate following the solution shared by my colleague and letting us know the result.
Based on the details shared, we can still use the Transaction List by Vendor Report. Then, filter the period to All. Next, export the report to Excel. From there, remove the suppliers’ names so you’ll see the complete list of transactions.
Alternatively, you can use the Memo field and add a note to easily track which bill the purchase order is associated with. Let me share the following links for more insights about refining the data on a report and transferring it to Excel.
If you need further assistance performing any of these steps, click the Reply button and post a comment. I’ll be glad to lend a helping hand. Have a great rest of the day.
This does not show the purchase orders that are linked to each line of the bill. I have found no way to get this information from Quickbooks, with a report, exporting or even third party utilities.