When items in Products and Services is added to a PO and then paid via a Bill or Check, only the Products and Services cost comes through when creating an invoice

Hello there, rjmcallister.

Let's run some steps to fix why not all the purchase order details don't copy on the invoice.

There are times issues like this occur when the page encounter browser-related concerns. Performing some troubleshooting steps help us fix this issue.

To start with, convert the purchase order to an invoice on an incognito window. It is the best place to identify what causes the email subject to change. You can use these keyboard keys to open one:

• For Google Chrome: Ctrl + Shift + N
• For Mozilla Firefox: Ctrl + Shift + P
• For Microsoft Edge: Ctrl + Shift + P
• For Safari: ⌘+ Shift + N

If the details show up, you may continue to complete the task on the regular browser and clear the cache.

You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge to isolate the issue further.

Also, if you want to send an online invoice so your customers can pay it online, you can check this article: Take and process payments online.

You can always get back to this thread if you have concerns with creating invoices.

Thanks for getting back to me.  Not sure what you are referring to when you mentioned converting a PO to an invoice.  Let me explain in more detail.

I have multiple items in my Products and Services.  They are checked as "I seel this product/service to my clients" and "I purchase this product/service from a vendor".  Both a sales price and cost is entered as well as the associated income and expense accounts.  When I create a PO I add the item from Products and Services and associate the particular client to the line item.  When I create a bill or write a check against this PO, the item shows up, however it is not marked as billable or tax, however the client is brought over from the PO.  If i then create an invoice for the client, the items do not show up as an outstanding expense.  If I manually mark the item on the bill or check as billable, it will then show up in a new invoice, however the price on the invoice is the value in the cost of the item, not the sales price.  If I manually enter the line item in an invoice, it will bring in the sales though.

Hey there, @rjmcallister. 

Thanks for coming back and giving some more information about your situation. 

For more clarification, can you provide us with screenshots of the details you explained? 

This will help us determine the best solution for your business. I'll be waiting for your response! 

trying to attach screen shots but keep getting errors when trying to attach and post

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trying to attach pdf with screenshots

Hello there, rjmcallister.

I appreciate you for adding screenshots. It helps me determine your concern and provide further information on how the sales price and cost rate work in every transaction.

When we create items from purchase order/expense and link them to an invoice, the amount will as show as the cost of the item. The sales price will show when there are no vendor transactions linked to an item. The sales price occurs when we manually add the product/item on the line item. It's how QuickBooks handle them to track the flow of every transaction and amount made for them. 

We can utilize the markup feature to manage your sales. If you consider this one, we can check this article for more information and steps on how you can turn it on: Record billable expenses in QuickBooks Online.

Also, we can visit and read these articles to learn about managing your expenses and income in QBO:

• Enter expenses, pay bills, write checks, and manage suppliers.
• Invoices and payments.

Visit anytime if you have other concerns related to QuickBooks, especially about items and associating transactions. The Community always got your back. Stay safe.

Thank you for the reply.  This seems counter-productive.  The only time I am going to create a PO is when I am ordering a product for a client.  I used QB Desktop for a long time and that was how it was used: create PO, link item to client, create invoice for client and it prompted if you want to add outstanding expenses for that client.  Now it looks like I need to keep track of client purchases outside of QB's so that I remember to invoice them for it.  The markup feature will not work for me as the markup percentage is different for every single item.  Plus I want to be able to report on the different items sales and expenses for the items via different charts of accounts.  If I did the general markup way, I would have no clue as to which chart of account the profit was coming from.  Are there any plans to have this feature work like QB's desktop did?

Hi there, rjmcallister.

For now, QuickBooks will track the cost when you link a bill to an invoice. You can send feedback about the feature that you want to our product team.

Let me show you how to send feedback.

1. Select the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. 
3. Click Next to submit feedback.
    

Your valuable feedback goes to our Product Development Team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.

I'm adding these articles as a guide while tracking purchase orders in QuickBooks.

• Learn how to create purchase orders and send them to vendors.
• Add purchase orders to expenses, bills, or checks in QuickBooks Online.

Let me know if you have additional questions about your purchase orders. Just leave a comment below and I'll get back to you.