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rfnffsales
Level 2

How do I receive the product on a PO for a project that I ended up paying for with our Company Debit Card?

 
2 Comments 2
CharleneMae_F
QuickBooks Team

How do I receive the product on a PO for a project that I ended up paying for with our Company Debit Card?

I'm here to help you record the PO for a project that was paid using your company debit card, rfnffsales.

 

To begin, let's create a PO in QuickBooks Online. Then, link it to your project. I'll guide you how.

 

  1. Go to the + New icon.
  2. Select Purchase order.
  3. From the Vendor drop-down menu, select or add a vendor.
  4. Select the correct order date.
  5. In the Category details or Item details section, enter the purchases. 
  6. Enter the exact amount.
  7. On the Customer/Project column, click the drop-down menu to choose the project.
  8. Click on Save and Close.

 

Once done, we can now copy the PO to a bill and select your company debit card as the payment.

 

Here's how:

  1. Locate your PO and then click to open.
  2. Click the Copy to Bill icon beside Amount.
  3. Select Save.
  4. Then, click the button Mark as paid under Balance Due.
  5. On the Bank/Credit account field, select your company debit card.
  6. After that, click on Save and close.

 

For information in tracking your profitability by project, I suggest browsing this article: Job Costing Feature in QuickBooks Online.

 

Additionally, I've included an article that'll help learn more about what you can do with projects in QuickBooks Online: Projects FAQ.

 

I always have your back in case you have other concerns in managing your income and expense transactions. I suggest tagging my name for me to assist you on time.

rfnffsales
Level 2

How do I receive the product on a PO for a project that I ended up paying for with our Company Debit Card?

CharleneMae_F Answered my question and it worked perfectly!  Thank you so much!  

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