Question

Purchase order and bill

Forum|Forum|7 years ago
January 15, 2019
31 replies
132 views

When I create a PO, it is sometimes based on an estimate or ends up having multiple bills that apply to it. Is there a way I can enter a bill and apply it to a PO without editing the PO and creating additional lines each time (if the bill is only a partial amount of total PO?)

QuickBooks Desktop

A

AldrinS

Level 4

Good to see you here in the Community, Jen14.

I'd be happy to share some insight about purchase orders and get you on the right track.

At this time, there isn't a way to apply multiple bills to a purchase order. However, if it's the other way around, then we have a method on how to do it. Let me walk you through the steps on how to do this:

From the Vendors menu, pick Vendor Center.
Select the vendor's name.
In the Vendor Information section, find the Bill under the Transactions tab and double-click it.
Click the Select PO icon.
Check all the purchase orders that need to be included on the bill.
Click OK, then Save & Close.

For more information about this process, I recommend following this article: Accounts Payable workflows in QuickBooks Desktop

Please let me know if this helps you with your purchase order and bill, it's my top priority that this gets resolved. Thanks for reaching out, I look forward to hearing from you.

J

John_Momentum

Is that really a limitation? I'm just looking at utilizing the Purchase Order function in QB Desktop Accountant 2019 for our business (construction specialty subcontractor) ... and it is absolutely essential that we have the ability to match up ~5-6 (maybe more) individual vendor bills against a single "Purchase Order" ...

I'm planning to have my PO input into the systems first (as you'd expect) and then a flow of vendor bills that I'd be looking to ensure are encoded with whatever field includes the necessary value to match it up against the correct PO ...

What is that field that would enable this basic functionality?

K

kristinestvns

Hello there, @John_Momentum.

Thank you for providing details about what you want in QuickBooks Desktop.

As mentioned by my colleagues, the option to match multiple vendor bills with a single Purchase Order is currently unavailable. There's only one vendor name field in the PO transaction.

I'll be sending a product suggestion on your behalf based on this interaction. Our engineers review all feedback to consider adding this feature in the future. Your feedback helps us create a better experience for you and for all of our customers.

Thank you for reaching out here, and let me know if there's anything else I can do to help. Just mention my name.

Hello,

I see this original post is in 2019. Has the ability to attach multiple bills to one PO been made a feature yet? When reading this thread

https://developer.intuit.com/app/developer/qbdesktop/docs/develop/tutorials/linking-itemreciept-bill-to-purchase-order-invoice-to-sales-order#linking-item-receipts-and-bills-to-purchase-orders

It looks like now if you separate the line items you can link the line items to different bills.

Is this accurate?

Thank you.