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1txdoe
Level 1

Can you close out old Purchase Orders (from 2015) that werent linked to an invoice. I want to get rid of Purchase Orders that show as open, but aren't truly open anymore.

Our old bookkeeper didn't utilize Quickbooks Online correctly and didn't link Bills to Purchase Orders. Therefore my reports show many Purchase Orders as open when they have already been paid. She also never closed the books so I am wondering if I close the books for say 2015, will it close all the open PO's up until the date the books are closed?
3 Comments 3
RoseJillB
QuickBooks Team

Can you close out old Purchase Orders (from 2015) that werent linked to an invoice. I want to get rid of Purchase Orders that show as open, but aren't truly open anymore.

Great to have you here in the Community, @1txdoe. I’ll help you with closing purchase orders from prior years in QuickBooks Online (QBO).

 

Purchase orders are non-posting transactions, so moving them will have no effect on your financial reports. If they aren't received, you can either delete them from your record or immediately close the purchase orders.

 

  1. Pull up your purchase orders first.
  2. Select a transaction and click to open it.
  3. Click the Open drop-down arrow next to the Vendor name.
  4. Select Closed from the Purchase Order Status drop-down arrow.
  5. Click Save and close.

 

To void or delete transactions, you can check out this article: Void or delete transactions in QuickBooks Online

 

Check out this article for further information on processing purchase orders and other vendor entries: Enter expenses, pay bills, write checks, and manage suppliers

 

Learn from this article about closing books in QuickBooks Online.

 

Let me know if you need further assistance with your transactions. The Community always has your back. Have a great day!

nancy93
Level 2

Can you close out old Purchase Orders (from 2015) that werent linked to an invoice. I want to get rid of Purchase Orders that show as open, but aren't truly open anymore.

I am trying to do the same thing but the period that these POs are in was closed by the CPA that did the taxes. Is there a way to close or delete the open POs without the Password the CPA put in place to protect the prior year closing. 

 

SashaMC
Moderator

Can you close out old Purchase Orders (from 2015) that werent linked to an invoice. I want to get rid of Purchase Orders that show as open, but aren't truly open anymore.

Happy to see you here in the Community, nancy93! You can, in fact, edit or change the password so you can deal with those transactions. Here's how:

 

  1. Sign in as admin. 
  2. Click the Gear icon and select Account and settings.
  3. From the Advanced tab, select the Accounting section.
  4. Under the Closing date field, choose either to close the books with a warning only or with a password too.
  5. To change the password, just enter a new password in the Password and Confirm Password fields.
  6. Tap Save and Done.

That should do it! Please let me know if you experience any issues. I will be around, so don't hesitate to reach back out! See you later! 

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