How to view all transactions related to a purchase order?

When I have a purchase order open in QB, I often need to view all transactions associated to, or originating from, the PO, such as:

All the bills that are linked to this PO

All the vendor credits/refunds that are linked to this PO

All the item receipts that are linked to this PO 

I also need to be able to link additional vendor credits/refunds/bills to a PO; how to do that? Example: Vendor refunds me for overbilling me on an invoice, and I record that refund later when it posts to my bank account--I need to link that refund to the original PO so that later, when I am looking at that PO, I can see that yes, the vendor did in fact refund me on that PO.

Is this possible, and if so, how?

Answer

Hi there, adrienne.

Let me share a way to view some transactions related to a purchase order. You can customize the Check Detail report to show the transaction links to purchase order. 

Here's how: 

  1. From the Reports menu, select Banking then Check Detail.
  2. At the top left, click Customize Report
  3. Click the Filter tab. 
  4. Under CHOOSE FILTER, select the following filters:
  • Account = All accounts
  • Amount = Any
  • Transaction Type = Purchase Order
  • Detail Level = Summary Only

     5. Click OK.

To understand how to link the PO (or Purchase order) to other transactions in QuickBooks, check this out: Accounts Payable workflows in QuickBooks Desktop.

For additional reference, I've added some articles about Purchase Orders:  

Always feel free to drop by again if you have other concerns with the purchase order or reports. It's my pleasure to help.

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IntuitMaryGraceS , Community Support Specialist
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