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simone4
Level 1
posted
‎September 26, 2019 04:56 PM
last updated ‎September 26, 2019 4:56 PM

Is it possible to copy a purchase order to a bill without re-typing all the information?

Please explain the purpose of capturing a bill. Is it necessary for accurate month end reports?

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Best answer September 26, 2019
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Rustler
Level 15
‎September 26, 2019 04:56 PM

Is it possible to copy a purchase order to a bill without re-typing all the information?

Yes you can copy the PO to the bill, button at the top right on the PO

A bill is used to record the vendor amount you need to pay, usually ONLY if you will not pay it immediately.  bills are a type of suspense file basically.  But you can if you wish enter the bill and pay it right away, it just takes more clicks

No bills are not required for the accounting, you can enter a check or credit card charge for the purchase directly if you wish.  But if you use enter bills, be sure you use pay bills to pay it - that is the best way to link the payment to bill and close it.

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5 Comments 5
Rustler
Level 15
‎September 26, 2019 04:56 PM

Is it possible to copy a purchase order to a bill without re-typing all the information?

Yes you can copy the PO to the bill, button at the top right on the PO

A bill is used to record the vendor amount you need to pay, usually ONLY if you will not pay it immediately.  bills are a type of suspense file basically.  But you can if you wish enter the bill and pay it right away, it just takes more clicks

No bills are not required for the accounting, you can enter a check or credit card charge for the purchase directly if you wish.  But if you use enter bills, be sure you use pay bills to pay it - that is the best way to link the payment to bill and close it.

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Stefan Dercksen
Level 1
‎September 05, 2024 05:33 AM

Is it possible to copy a purchase order to a bill without re-typing all the information?

When I am in a Purchase order and click on copy to bill it does link the PO to the bill. However, the bill is still empty and I still need to rewrite or copy the info including the amounts to the bill. Is this how it should be or am I doing something wrong? Is there perhaps a setting I need to change?PO to Bill.JPG

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GlinetteC
Moderator
Moderator
‎September 05, 2024 07:34 AM

Is it possible to copy a purchase order to a bill without re-typing all the information?

The "Copy to Bill" function should enable the Purchase Order to populate into the Bill automatically, Stefan. I'm here to ensure this gets resolved.

 

Since this isn't your case, let's take some troubleshooting steps to resolve this. If QuickBooks is behaving strangely, it could be related to problems with your browser.

 

We can open your QuickBooks account using an incognito or private window. This method is advantageous as it does not store any site information. You can use the shortcut keys provided below:

 

  • Press Command + Shift + N (Safari)
  • Press CTRL + Shift + N (Google Chrome)
  • Press CTRL + Shift + P (Mozilla Firefox)
  • Press CTRL + Shift + N (Microsoft Edge)

 

If it auto-populates to the Bill, you can clear your browser's cache to remove obsolete files. You can also access the system using a different supported browser as an alternative.

 

Refer to this guidance on entering bills and recording payments in QuickBooks. It provides comprehensive instructions to help maintain the accuracy of your financial records.

 

Moreover, you can discover the process of entering a previous balance for suppliers who owe you money in QuickBooks: Manage outstanding balances for customers and suppliers in QuickBooks Online.

 

If you require further assistance with managing bills or other concerns, please add your queries below. I'll be more than happy to provide additional help.

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Stefan Dercksen
Level 1
‎October 24, 2024 04:51 AM

Is it possible to copy a purchase order to a bill without re-typing all the information?

Hi. I have done all the things you have advised. Used different browsers, clear caches, used incognito. I am still having the same problem as above when I click on the "copy to bill" button. Please help. We have started using projects and I need to make sure that purchase orders and bills are allocated correctly. Retyping everything takes way too much time which I simply do not have

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Stefan Dercksen
Level 1
‎October 24, 2024 05:19 AM

Is it possible to copy a purchase order to a bill without re-typing all the information?

I have found the solution to the problem on another thread.

Don't panic like I did! It's a setting. Go to Settings cog in top right > Accounts and Settings > Expenses > Show Items Table on expense and purchase forms ON.

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