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julie-roode
Level 1

We have a bill in QBO that we would like to link to a PO, is this possible? If so, how?

 
3 Comments 3
MichaelDL
QuickBooks Team

We have a bill in QBO that we would like to link to a PO, is this possible? If so, how?

Good evening, @julie-roode.

 

Adding a Purchase Order to a Bill is a breeze, check out the instructions below to get started:

 

Linking a PO to a Bill

  1. From QuickBooks Online, click the Plus (+) icon and select Bill.
  2. Select the Vendor whose purchase order you're adding in the dropdown (▼) menu at the top.
  3. On the right side of the screen, an Add to Bill sidebar will appear listing their open transactions. For the PO you'd like to convert, select Add.
  4. Fill out the rest of the transaction form as needed, then click Save and close.

Doing this attaches the Purchase Order to a Bill to properly record the expense to your company. This information is also available from our thorough guide on purchase orders as well as this awesome video tutorial:

 

 

With these resources, you'll be able to link PO's and bills like an expert. Please keep in touch with me here should you have any additional questions or concerns, I'm always around to talk QuickBooks. Thanks for coming to the Community, wishing you and your business great success in all that you do.

bbokang
Level 1

We have a bill in QBO that we would like to link to a PO, is this possible? If so, how?

Can we link PO with the existing bills paid in QBO? or do we have to delete bills and payments linked to do this?

DebSheenD
QuickBooks Team

We have a bill in QBO that we would like to link to a PO, is this possible? If so, how?

Hello there, bbokang.

 

Thank you for getting back to us here in the Community. Let me provide some information about linking purchase orders.

 

Linking the purchase order to another existing paid bill is unavailable in QuickBooks Online (QBO). The system allows you to use the POs for one transaction only. Once it has been copied to a bill, the status will be closed automatically.

 

To get your work done, you'll need to create another purchase order for the remaining bills that you have. This way, you can link them successfully.

 

Also, feel free to pin these articles as your guide in viewing vendor reports and tracking the money you owe:

 

 

Don't hesitate to reply if you need further assistance with purchase orders. We're always here to help you.

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