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cmaull
Level 1

How can I create a purchase order?

 
1 Comment 1
ChristieAnn
QuickBooks Team

How can I create a purchase order?

Hi there, cmaull.

 

To create a purchase order, you'll need to turn on this feature first by going to Account and Settings. Please note that this in only available for QuickBooks Online Plus.

 

Here's how:

 

1. Click the Gear icon and choose Account and Settings.

2. Select Expenses tab.

3. Click the pencil icon from the Purchase orders section.

4. Checkmark the Use purchase orders box.

5. Fill in the other necessary fields.

6. Hit the Save button. Then, Done.

 

Once done, you can now enter a purchase order in your QuickBooks account. Follow these steps:
 
1. Click the Plus icon at the upper left panel.
2. Choose Purchase Order.
3. Select or add a vendor.
4. If you are shipping a product directly to a customer, choose the Ship To drop-down arrow and choose the customer.
5. If you're using custom fields, fill them as necessary.
6. From the Category details and Item details section, enter the information.
7. Hit the Save and close button.
 
Please check this article on how to add P.O to an expense, check, or bill: Apply a purchase order to a vendor transaction. This also provide steps on how to fix the added wrong purchase order.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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