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ftslighting
Level 1

Can I link a Purchase Order to a separately created Bill that receives the inventory and closes the PO without creating a new Bill?

Quickbooks Online:  Purchasing Department entered PO for Inventory Items.  Billing Department entered a New Bill but did not convert the PO to a Bill.  PO is still open needs to be closed without creating a new Bill while receiving the Inventory.
i.e
PO Placed 4/26/24 Still Open
Bill Entered without attaching to PO on 5/3/24
Bill Payment 6/14/24

Problems
PO still open
Inventory Negative

Is there a way to link the PO to the Paid Bill, so I can receive the inventory and not duplicate the bill?
1 Comment 1
JohncarlP
QuickBooks Team

Can I link a Purchase Order to a separately created Bill that receives the inventory and closes the PO without creating a new Bill?

It's nice having you in the Community, @ftslighting.  I appreciate you for providing me with detailed information about your concern as this will help me assist you more effectively.

To confirm, yes, we can link your purchase order to your paid bill in QuickBooks. Let me guide you on how to do so.

Here's how:
 

  1. In your left menu panel, go to Expenses.
  2. Select Bills. Then, choose the Paid tab to view your paid bills.
  3. Choose the paid bill you want to link with your Purchase Order.
  4. Click the Sidebar arrow located at the top right of the Payment Status. Then, click on Add.
  5. Go to Item Details. Then, remove the line item that doesn't correspond to your purchase order.
  6. Hit Save and Close.

Additionally, you can refer to this article if you wish to copy an estimate to a purchase order: Copy an estimate to a purchase order in QuickBooks Online.

If you have other concerns or questions regarding managing your expense transactions in QuickBooks, don't hesitate to reach us. The Community is always here to guide you.

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