HOW TO ADD A P.O

Answer

Hello there, cooxmer,

You need to turn on the Purchase Orders (PO) feature before you can add your first PO transaction in QuickBooks. Let me guide you how.

Here's how:

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. Select the Expenses tab.
  4. Click anywhere in the Purchase orders section.
  5. Check the Use purchase orders box.
  6. Enter titles for up to three custom fields (Optional). 
  7. Enter a default message (Optional).  
  8. Click Save.

Once done, you're now ready to create/add a PO. Here are the steps:

  1. Go to the Plus icon.
  2. Select Purchase Order.
  3. From the Supplier drop-down, select or add a supplier.
  4. In the Category details and/or Item details section, enter the purchases.
  5. Select Save and close.

Please note that in the Item detail section, only the products or services marked "purchase this product/ service from a supplier" will appear.

After the process above, you can run a purchase order report to monitor the products you order.

If your customer approves your estimate/quote and you wish to copy it to a purchase order, you can follow the steps outlined on this article: Copy an Estimate or Quote to a Purchase Order.

Let me know if you have other concerns. You can leave a comment below, and I'll be glad to help.

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IntuitRea , Community Support Specialist
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