I have a PO with 18 lines of items. When I go to "copy to bill" from the PO the items from the PO do not appear in the the bill - the bill ends up 2 lines -COGS

Hi, I have a large project and want to populate a Purchase Order (PO) to this specific project so that we have a PO number for all the suppliers/vendors/project team members to use on this project when they submit their Bills and Invoices every day/week.  How do I go about creating the PO and linking all the bills and invoices to this PO?  Thanks!

I'll provide steps in managing your purchase orders and expenses, Vero2022.

We can only convert purchase orders to bills. Invoices need to be manually created based on the purchase order. 

If these are expenses you incur on behalf of the customer's project, you'll need to create a purchase order then convert it to bill( make sure it's billable). Then, create an invoice and add the billable charges. Here's how:

Create a purchase order

1. Click + New and then select Purchase order.
2. From the Vendor ▼ dropdown, choose the vendor name
3. Complete all the fields, and then click Save and close.

Link purchase order to a bill

1. Select + New, then choose Bill.
2. From the Payee ▼ dropdown, select the vendor. This opens a window with their open purchase orders.
3. Select Add for the correct purchase order. This adds the items from the purchase order. They appear in the Item details section.
4. Tick the Billable checkbox. Then add the customer you plan to bill in the Customer column.
5. Hit Save and close.

Create an invoice and add the billable charges

1. Select + New.
2. Select Invoice.
3. In the Customer ▼ dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.
4. Select Add on the billable expense you want to charge to your customer.
5. Select Save and close.

Additionally, here's an article you can check out to help you give your customers detailed reminders about upcoming deadlines: Create and send customer statements in QuickBooks Online.

Drop a comment below if you have further questions about managing your purchase orders and expenses. I'll be here to help. Have a nice day ahead!

Thank you CamelleT,

We will use your example as set out below (very detailed, thank you!) and if I need more information, I will drop you a line!

Have a great day too, 

Vero22

Thank you for taking the time to post here in Community space, @Vero2022.
 

It's nice to hear that the instructions provided by my colleague CamelleT have helped you manage your Purchase Orders and Expenses.

We always ensure here in the Community forum to address and provide accurate solutions to every customer's concern.
 

Let me know if you have additional concerns, and I'll get back to you as soon as I can. Have a good one!