Question

Purchase Orders (Auto Numbering)

Forum|Forum|1 year ago
September 27, 2024
2 replies
21 views

I turned on my Purchase Orders & at the same time, I have enabled the 'Custom Transaction Numbers'.

When I create a PO, it still is being assigned by Quickbooks on the PO. Adding a custom field just adds another field of info.

I am not finding where I can add the # to start our POs with & disable the one that QB assigns.

Where do I go to do this?

QuickBooks Online

J

Jelayca V

QuickBooks Team

Managing your transaction numbers in QuickBooks Online (QBO) is easy with Custom transaction numbers, Lisa. I’ll be more than happy to discuss this in detail so we can align your PO with your preferred numbering system.

When you enable the Custom transaction numbers feature, you have full control over the numbering of your Purchase Orders (PO).

While QuickBooks displays a pre-filled number when you create a PO, you can click on that number field and overwrite it with your desired custom number.

After you set your custom number, QuickBooks will remember the sequence for future POs, incrementing based on the initial number you provided.

Furthermore, you can learn how to add an accepted purchase order to a transaction for your vendor in QBO.

You can also check out this article for more insights about recording, editing, and deleting expenses: Enter and manage expenses in QuickBooks Online.

Our team encourages you to visit anytime or comment below if you require assistance with purchase orders and bills inside QuickBooks. We're also available 24/7 if you have other questions about the program. Keep safe.

L

lisa-2i-t-comAuthor

Thanks for the info....

So if the PO has sales tax on it, and I want to add that as a cost of goods sold/ charge it to the project, I assume I will have to have two separate sales tax payables (one in liabilities - one in COGs)?

L

lisa-2i-t-comAuthor

Handling a purchase order (PO) in QuickBooks Online (QBO) without duplicating the payment is easy, Lisa. Let me discuss this in detail.

You can close a PO by linking it to a check and entering the PO number in the memo field.

Here's how:

Sign in to your QuickBooks Online account.
Go to the + New button, then select Check.
Choose the same Vendor from the PO that you made so that it will linked to your check.
In the memo field put the Purchase Order number.
Once done, click on Save and close.

Additionally, you can determine which PO is associated with a check by opening it and clicking the PO link located just above the Payee field. Once the PO is linked and the full amount has been received, the PO will be automatically closed.

Furthermore, you can also check out this article for more insights about recording, editing, and deleting expenses: Enter and manage expenses in QuickBooks Online.

QuickBooks team encourages you to visit anytime or comment below if you need assistance with purchase orders and bills in QuickBooks. We are also available 24/7 for any other questions about the program. Stay safe.

What is the best way to address overpayment of a purchase order that has already been paid?

Example: You opened a PO for $200, but the invoice ended up being $300.

Thanks!

P

Program user

We are having a similar problem. We've created several PO's since migrating to QB online, and we've had to correct the autogenerated PO number. Now when we create a new PO, the PO number does not increment from the number we put in on the previous PO.

We've paid for the advanced package, and we call your support line for help, but those people seem to be only marginally qualified, they understand the simple problem only marginally, and their English in only partially intelligible. Very very frustrating.

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