Linked sales orders with purchase orders

You need to enable the Link and track sales order line items with purchase orders option to connect these transactions, The Big Cahoona in CT.

Before we get started, please know that this feature is available exclusively for subscribers using QuickBooks Desktop Enterprise 24.0, release R9. If you’re not on this version, I recommend updating to the latest release. 

Once done, you can proceed in turning on this option by following the steps below:
 

1. Open your QuickBooks Desktop account.
2. On the top menu bar, go to the Edit and select Preferences.
3. Head to the Items & Inventory, then Company Preferences.
4. Tick the Link and track sales order line items with purchase orders.
5. Once done, click OK.

After enabling, an option will appear on the Sales Order page, allowing you to link it to a Purchase Order. To do this, here's how:

1. Go to Customers, select Create Sales Orders.
2. Select a Customer:Job and make sure to add the necessary information.
3. Once done, on the upper right on your screen, click the Create Purchase Order option.
4. The Create Purchase Order Based on the Sales Transaction window will show and choose how you can specify what to include on the purchase order.
5. Then, click OK.
6. A new purchase order is now created with a unique purchase order number (P.O. NO.)

After this process, go back to the same Sales Order, and you’ll see a new Linked PO column. Also, here's the article title you can search in the Help panel section: Link Sales Orders to Purchase Orders.

At the same time, here’s an article that will guide you in viewing all your linked transactions in QuickBooks: Track all the linked transactions in a Report.

You're always welcome to post in this forum if you have other concerns about this process.

Whoops, What I wanted/need is a copy function from a PO to an Invoice. We purchase items from a vendor and sell them to a customer, having them drop shipped directly to the customer. If we could copy everything on the PO and have QB fill in the Invoice with the data from the PO that is what we need. Any chance of that happening?

Wayne

Thanks for following up on this thread, The Big Cahoona in CT.

I'm here to provide some info about copying purchase orders to invoices in QuickBooks Desktop.

While there are many options for customization in QB Desktop, there isn't a way to directly convert purchase orders to invoices. Some users have found it useful to first link the purchase order to an item receipt and make your expense or items billable. Here's how:

1. Create a purchase order.
2. Select the Create Item Receipts option above.
3. Enter all necessary details and make sure your expense or items billable.
 

Once you're done, create an invoice and add the billable item or expense to it. Here's how:

1. Go to the Customers menu, select Create Invoices.
2. From the Customer: Job drop-down, select the customer or job (you've selected above) that has outstanding billable time or cost.
3. In the Billable Time/Costs pop-up, choose the Select the outstanding billable time and costs to this invoice? option.
4. Click OK.
5. Select the billable expense item, and click OK.
6. Choose Save & Close once completed.

For the addition of other options, I recommend submitting feedback to the Product Development Team. This can be done by clicking the Help tab, then select Send Feedback Online.

In the meantime the following article provides additional info about customer transaction workflows in QuickBooks Desktop.

Please don't hesitate to drop a comment below if you have any other questions. The Community always has your back.