QuickBooks Desktop Tutorial: Purchase Workflow - Purchase Orders, Item Receipts, and Bills

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presents typical workflows in QuickBooks Purchase Orders, Item Receipts, and Bills

Topics contained in this video:

00:00:11 – Intro to purchase orders in QuickBooks Desktop, receive inventory (with bill or without bill), enter bills against inventory, pay bill
00:02:04 – Purchase order and how it works
00:03:05 – Receive inventory and how it works
00:05:21 – Enter bills against inventory and how it works (select item receipt)
00:07:18 – Pay bills
00:08:51 – Bill/credit

[vipergod]

Thanks so much Hector. Great that you do these videos using a very practical dialogue that is very articulate. Keep them coming - really appreciate it!

[gissellegeiling]

Hector thank you so much! This video was amazing. You’re a blessing. Be safe! Thank you for sharing your knowledge.

[pussy]

Thanks Hector for giving me a few examples of vendor orders
Trying to get a promotion at a casino warehouse dept

[josh]

Another helpful video Hector, a.k.a QuickBooks Guru.

[rosies]

So happy to see your videos online again :-)

[yamasakhizada]

Thank you for your great video and explanation

[shawkathossain]

Sir i want to know how to daily cash purches products and return in quickbook.Also purches and sales by credit card

[pcngo]

Great video! What GL is being credited for item reciept to offset the debt to inventory? Also, would you know if QB automatically corrects any price and quantity variances in the background when posting an invoice against the item reciept? Thanks again for all your hard work!

[gnvfzvv]

Is there a way to copy purchase order data from excel and paste it into a purchase order template in quickbooks desktop?

[gk]

Thanks for the video. My problem is that we won't know which inventories will come from which suppliers until we receive invoices after sea containers are arrived. Its usually 3~6 months later. We put bulk orders on one PO and left the vendor's information blank. Here comes the problem because QB doesn't let the user to change different vendors on same PO. So, the accountant uses enter bill in order to processing payment. This way cause hard to track PO's backorders because QB wont deduct quantities from the PO. When there are bulk POs, what is efficient way to do payment, inventory receipt and backorders management?

[jackimyers]

Thank you for these videos and taking time to answer questions! We have ran into an issue, after an item is received and we are waiting on our invoice to come in, on our AP report it shows that we are past due in paying this? We have changed the terms to 30 days but it still shows that on the AP report, is there anyway to change it so it does not show? Thanks for all of your help

[kennethabshire]

I pay invoices before I receive inventory usually . In desktop premier how to I pay my purchase order without receiving items

[naimahmadi]

Hi, Hector thanks for your great videos please work on bank reconciliations properly

[davidjcamacho]

Thank you Hector. We pay sales tax to all of our suppliers, do you or would you include sales tax in the price of the item or how would you include the sales tax on vendor invoices?

[alanbaker]

Hector, thank you for all the great information you provide. Is there a way to create a PO with multiple lines, by doing a copy/paste of a batch of part numbers? I'm looking for a similar process as to when adding a batch of item numbers to the item list by copying from Excel to QB. Does that process exist for POs? I ask because sometimes I need to release a PO with 50+ lines and looking for an easier way to accomplish.

[CrossFit-Carnivore]

How do you get that nice workflow dashboard? We are on QuickBooks Plus... I'd like to setup the same workflow... purchase order --> receive inventory... etc...

[mbecker]

Thank you Hector for all of your great videos. They've been really helpful. One thing I notice when I watch QB videos is that the creator rarely mentions the version of QB that they are using. Going forward would you mind adding that to your tutorials?

[EvolvedApe]

Our president pays for the vendor invoices, then hands us the invoice to create a PO. So even before the PO is created, it's already paid.
Do we create the PO, then "Enter Bill", and select the vendor, and check the PO?

[suzannelynch]

Does the desktop version have a system for approvals of PO's with in QB?

[janeywright]

How do you have online bank pymt in the pay bill method? I have set up ACH in my QB method setup but it doesn’t show up when paying bills.