QuickBooks Desktop: Partial Purchase Order Item Receipts. Separate Bills from Item Receipts

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  • Опубликовано: 9 фев 2025
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    QuickBooks Desktop: Partial Purchase Order Item Receipts. Separate Bills from Item Receipts
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Комментарии • 44

  • @gootybear
    @gootybear 3 года назад +1

    I've been trying to figure out the 2nd part on my own for months. Thank you so much!

  • @knittnpretty
    @knittnpretty 2 года назад +1

    You are a genius!!! Thank-you for making my life easier at work!!

  • @kmichae
    @kmichae 3 года назад +1

    This was exactly what I was looking for thank you

  • @aleashajohnson7993
    @aleashajohnson7993 4 года назад +1

    I just want to say I just stumbled upon your page whilst searching for inventory help. I think all your videos are great!!! I just started a new job that heavily involves quickbooks and can’t wait to watch all these!
    Do you have any videos on invoicing your inventory adjustment to your own company? Is this proper?

  • @katiemanitz8188
    @katiemanitz8188 4 месяца назад +1

    It seems every time I get up to 4 Item Receipts from a PO, I am no longer able to select the PO on the 5th Item Receipt. The PO still shows open/backordered items, but doesn't show up on the Open PO reports. Is there a limit to the amount of Item Receipts you can have tied to a PO?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 месяца назад

      @@katiemanitz8188 shouldn’t be… seems like a glitch

  • @momalsha5666
    @momalsha5666 5 лет назад

    Hi hector Thanks for the introduction how we work partial receipt in case it was under Enhanced Inventory

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 лет назад +1

      oh no.. Enhanced Inventory Receiving (EIR) is a royal mess... unfortunately, I don't want to promote it, so wont make videos about it.

  • @conniepangilinan4299
    @conniepangilinan4299 3 года назад

    Hi Hector, just found your site and I am wondering when I received items and clicked zero on item that hasn't arrived yet, hit save&close, when I open the purchase order again to receive the remaining item, the PO number is no longer listed so I can't receive the remaining items :( What should I do? Thank you in advance for your help and your videos.

  • @betbev
    @betbev 5 лет назад

    Thanks so much Hector. Very helpful. You're awesome!

  • @Swetclouddses
    @Swetclouddses 3 года назад

    Hi Hector, Can I ask you how to enter Purchase Invoice already missed out in March or the Purchase invoice is suppose to enter in March but omitted. Thanks.

  • @dilbarmasih3642
    @dilbarmasih3642 4 года назад

    Sir, is it possible to add a sale tax option in footer in purchase order in quickbooks desktop

  • @guardgilbert
    @guardgilbert 2 года назад

    Thank you

  • @taraeckhardt6401
    @taraeckhardt6401 2 года назад

    Do you have a video with the best way to track inventory without using purchase orders?

  • @mdtanvirmahtab3135
    @mdtanvirmahtab3135 Год назад

    Hi sir, I am having issues with my quick books enterprise.
    I work for wholesale meat vendor. So when I receive any item i receive by box and weights. we always want to track how much quantity of box we have and how much weights are they . And how many box of individual item we sell. Basically vendors charge us by weights .
    When I enter any bills. It give me only options like item ,item description,quantity and unit price and amount ……. (If it give me a option for total weights what will be connected with unit price, maybe then it will fix the issue)
    So in the quantity we put the weights of the boxes not the quantity of the box .
    So when I make any invoice and sell them we charge our customer by weights.
    But when I try to see inventory stock items . It’s only show on hand how much weights of item I have not the quantity of the boxes. I need to know how much box I shipped and how much box I have in my stock.
    Kindly help me please . Need your help . Please help .

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 месяцев назад

      You might need some one on one coaching through setting up multiple U/M and/or cleanup up your historical transactions

  • @LovelessBirds
    @LovelessBirds 4 года назад

    So helpful!!! You are awesome

  • @Hasrath-jd7ku
    @Hasrath-jd7ku Год назад

    Is it possible to pay bills without receiving inventory. I mean if I want to make the payment in full for the PO before inventory received. How can I pay?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Год назад +1

      In QB, you write a check to Accounts Payable and put in the notes that you are paying for XYZ purchase order

  • @maltimodhavadiya9794
    @maltimodhavadiya9794 4 года назад

    Please can you make more videos of QuickBooks desktop ...top to bottom details...
    I'm really appreciate

  • @knowmesagar
    @knowmesagar Год назад

    Hi, For goods received but invoice received later on- You are doing vendor credit upon receiving goods. Ideally, we have to credit temporary account on receipt of goods and upon receiving invoices debit the temporary account and credit the vendor account.
    Following the method in the video, We are crediting the vendor which will be posted in Accounts payable in TB but when viewing individual vendor ledger it will not be displayed there for payment.
    Isn't this will create reconcilation issue tracking vendor GL account with individual vendor ledger account.

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 месяцев назад

      No. The credit memo will be inside the vendors subledger

  • @debbiebanks1453
    @debbiebanks1453 2 года назад

    We use a different process when there are multiple item receipts for one bill, and it works fine. Your solution looks good as well. However, where we are having issues is when there's ONE item receipt but MULTIPLE bills. The workaround we have used is to duplicate the item receipt and remove the items not on the bill on the item receipt we turn into a bill, and then go back to the original item receipt and take off the items that are now on the bill. This causes an issue with disconnecting the items on the bill from the PO, and the PO is no longer closed. Any suggestions?

  • @songi4me
    @songi4me 9 месяцев назад

    How do you handle an item receipt of 20K without a bill that posted in February and the bill comes in April for 13K? I'm having issues making the adjustment in April and February is closed?

    • @HectorGarciaCPA
      @HectorGarciaCPA  9 месяцев назад

      Enter it in April

    • @songi4me
      @songi4me 9 месяцев назад

      I tried to turn the receipt into a bill with the new amount with the April date and modification will affect the closed period and it won't let me save

    • @HectorGarciaCPA
      @HectorGarciaCPA  9 месяцев назад

      @@songi4me i see.. if thats the case. You need to do it in the same date as Feb.. And then do the credit memo en april.

  • @oliviac3690
    @oliviac3690 3 года назад

    Hello Hector! Is there a way to seperate Bill's and Item Recipts on the AP report?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 года назад +1

      You can filter them by transaction type

    • @oliviac3690
      @oliviac3690 3 года назад

      I had no luck. Please help!

  • @gilbertoiracheta2504
    @gilbertoiracheta2504 4 года назад

    What about the opposite? Making progress payments to a vendor when the inventory item has not been received in yet?

  • @SaluteCafeandBar
    @SaluteCafeandBar Год назад

    If I create a purchase order and it only consists of 1 line item, ie. Qty 1, Lighting package, $25,000. The supplier only sends a portion of the lighting package at a time, $2000 this week, $2,000 next week. How do I receive multiple invoices for 1 purchase order when there aren't individual line items?

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 месяцев назад

      You could receive them in fractions. Like .08 QTY

  • @aarongraves9431
    @aarongraves9431 4 года назад

    When you issue a PO for a lump sum (1 item) but the vendor progress bills. What’s the process?

  • @syedahmad1773
    @syedahmad1773 Год назад

    Hello i have one question