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bdy-kmv
Level 1

My purchase orders list multiple items, and I get partial deliveries. When I enter the bill I want to add the PO, but not all of it. How can I do this?

For example, I issue a PO for 1000 each of five items. Two of the five are delivered and I get a bill. When I enter the bill I would like to add the PO, but when I do that it copies all five lines, and I have to delete three of them. Is there a way to delete this all at once, or do I have to go line by line?
2 Comments 2
LieraMarie_A
QuickBooks Team

My purchase orders list multiple items, and I get partial deliveries. When I enter the bill I want to add the PO, but not all of it. How can I do this?

Hi there, @bdy-kmv. I'm happy to answer your questions about purchase orders.

 

Yes, you'll have to go line by line to delete them from the bill. You can also adjust the quantity for each line to reflect the portion you received or plan to pay for.

 

Here's how:

  1. Select + New.
  2. Choose ExpenseCheck, or Bill
  3. From the Payee ▼ dropdown, select the vendor. This opens a window with their open purchase orders.
  4. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section.
  5. Delete the three of them by clicking the Delete icon.
  6. Select Save and close.

 

Once saved, the balance of the purchase order will update automatically. You can add these to expenses or bills once you receive the rest of them. QuickBooks Online closes purchase orders when all quantities are added. 

 

Additionally, you can track your prepaid inventories. These are the items you've paid for but haven't received yet.

 

Feel free to leave a comment if you need further assistance with tracking your items. I'm always available here to help.

bdy-kmv
Level 1

My purchase orders list multiple items, and I get partial deliveries. When I enter the bill I want to add the PO, but not all of it. How can I do this?

Thank you for the response.

 

I find the process really unwieldy, since I often have to delete 5-10 lines, and each time it asks for confirmation.

 

I hope an update will be able to simplify this task.

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