I'm using Quickbooks for Mac desktop 2015, even though the "select your product" section above won't let me choose that. I double checked, and that's what I've got.
I provide metal polishing services to my customers. I will often receive a purchase order from a customer for several hundred various parts, say 75 aluminum adapters with a certain item number, 300 steel rods with another item number, and so on. I complete these parts in batches, and return them to the customer as they are completed. What I would like to do is:
1. Input the purchase order along with the part numbers, descriptions, and quantities into Quickbooks.
2. Create invoices for partial shipments based off of a purchase order.
3. Have my inventory for those item numbers update as I cut invoices.
Maybe I'm just being obtuse, but I can't for the life of me figure out how to do this, and I haven't had any luck finding the answer in the community either. Any help would be greatly appreciated!
Solved! Go to Solution.
"Have my inventory for those item numbers update as I cut invoices."
"I provide metal polishing services to my customers. "
If you polish THEIR products sent to you, this is not your inventory.
I have a similar problem in that I provide a service (temporary staffing) and my customers will sometimes create a purchase order on their end for my services. For example, they wish to allocate $50,000 to temporary personnel for a specified project. My invoices to them need to reference their purchase order, and we would like to run status reports, or better yet, receive an alert when we have completed the majority of the purchase order and may need to approach the customer to either increase the current PO or create a new PO. Is there a way to manage this in Quickbooks (using Desktop)?
Hello there, jgambi.
You can use the progress invoicing feature. This way, you'll know the status or progress of a specific job.
First, you'll have to turn on the feature. Here's how:
Next, create an estimate. Here's how:
Then, create the invoice from the estimate. Here's how:
3. Click OK, then click Save & Close.
To check the progress of the invoice, you can click the Progress button on the Invoice page. You can also click the same button to make changes or add more items. Please check the screenshot below.
Feel free to let me know if you have further questions. I'll be around. Have a good one!
You don't need to Invoice from the Estimate, to use an Estimate as a comparison reporting tool for PO completion. If you need to charge the customer from actual Billable time, go ahead. The point of Estimate is to lay the baseline for that project or budget. Do not Progress Invoice from it, if you mark time as billable and use that with the Add Time & Costs Function. You still have what you need for Est vs Actuals reporting. And the Timesheet reporting exists, such as Time by Job by Name by Item, or By Job by Item by Name. Add the Columns for Billable, Not Billable, Billed, and Estimated. This lets you compare quantity across that row and these columns.
I'd like to know the issue that you've encountered with purchase order, bettyevansant.
If the solutions provided by our AllStars @SkinnyRaven and @qbteachmt didn't work for you, it would be a great help if you could provide more details about your issue so we can find the appropriate solution.
I'll be waiting for your response. Thanks in advance!
Thank you for joining this conversation, @tbard.
I'm here to convert the same functionality for web based (QBO) subscriber.
You can utilize the Progress Invoicing feature to record the transactions in QBO. This allows you to split an estimate into as many invoices as you need.
Let's first turn on this feature:
After that, you can create a customize invoice template and name it as your "progress invoicing template".
Next, create an estimate that has the total amount of the product:
Lastly, you're all set to create a progress invoice from the estimate!
You can decide how much you want to invoice according to the estimate. You can charge for a percentage or a specific amount. If you choose Custom amount for each line, then you'll have to enter a specific amount for each item on the invoice.
That should get you going today. Let me know how it goes or if you have any follow-up question about progress invoicing. I'll be here if you need further assistance. Wishing you all the best!
Hi there, @zjh.
May I know what specific concern do you need help with? I'd appreciate if you can provide more details about your post so I can be able to help get it taken care of.
Just leave a comment below by clicking the Reply button to add more details as to what you were experiencing.
Looking forward to your response and providing further help. Have a great day ahead.
As a newbie, I found this response confusing:
"Look at estimates, you can edit a template and rename it customer PO if you like, progress invoice from the estimate."
With the benefit of a little more experience with QBO, it now makes sense. I think I would have punctuated it differently: