Receiving Items Against Purchase Orders

Posted by Dave Dunn on June 13, 2008 | 0 Comments

Tags: QuickBooks Tutorials, QuickBooks

When you receive items for which you have an open purchase order, you need to mark them received in QuickBooks and enter a bill to pay for them. From the Vendors menu, select Receive Items and Enter Bill.

In the Enter Bills window, select the appropriate vendor. A window stating that open purchase orders exist for this vendor will appear. Click Yes to receive against one of the open POs.

In the Open Purchase Orders window, check the correct PO and then OK.

Now you are back in the Enter Bills window in QuickBooks. Look at the Items tab and verify:

• the number of items shown is the same as the number received. If not, edit the number to match the quantity you received.
• the cost on the Item tab equals the cost on the bill. If not, edit the costs to match the bill.
• the Billable? box is checked if you wish to bill the cost to your customer and empty if not.

If there are additional taxes or shipping charges, click the expenses tab and enter them. Then verify that the amount due equals the amount of the bill and, assuming it does, save the bill.