Hello there, @Banditikmc.
I'm here to share some insights on the lowest QuickBooks Online (QBO) plan that you can create purchase order transactions so you can manage the items you want to buy from your vendors.
Each QBO plan has its own set of features. To create purchase orders, you need to subscribe and use the Plus version. It's the lowest plan that includes the said transaction to tell vendors your intent to make a purchase.
If you're currently using either the Simple Start or Essentials version of QBO, you'll have to upgrade your plan to Plus so you can start creating purchase order transactions.
If you're already subscribed to the Plus version, you first need to turn on the purchase order feature from the Account and Settings page. Here's how:
- Go to Settings ⚙ or Gear icon and select Account and settings.
- Select the Expenses tab.
- In the Purchase orders section, select the Edit ✎ icon.
- Turn on the Use purchase orders options.
- (Optional) Enter up to three custom fields and a default message for vendors. These are optional.
- Select Save and then Done.
Once you're done, create and send your purchase orders. For the step-by-step guide, please see this article: Create and send purchase orders in QuickBooks Online.
Then, if you wish to monitor your open purchase orders in QBO, you can pull up either the Open Purchase Order List or Open Purchase Order Detail report. To do this, go to the Expenses and vendors section from the Reports menu's Standard tab.
Also, you may want to check out this article as your reference to guide you in adding an accepted purchase order to a transaction for your vendor in QBO: Add purchase orders to expenses, bills, or checks in QuickBooks Online.
Keep me posted on how it goes in the comments below. If there's anything else you need or questions about purchase orders in QBO, I'll gladly help. Take care, and I wish you continued success, @Banditikmc.
