Cloud Accounting QuickBooks

QuickBooks Online Purchase Order Partial Receipts

Additional Notes

If you partially receive a detail line (that is, order 10 but receive 4 in the first shipment), this system works properly. When you enter another bill later, the quantity that is filled in for the item will be just the remaining open balance.

If you have partial receipts of a particular line, only the lines that are fully received will show closed, and the Received quantity shows correctly.

I’ve used a bill transaction in my example, but this also works with check and expense transactions. I’m happy to note that you can enter a mix of different receiving transactions and they are handled properly.

One minor hassle that I noted relates to how items show up. What if you have a product/service without a description? This happens more often than you might expect.

QuickBooks Online inventory item

When creating a bill and the drawer shows you an open purchase order, you can’t see what the item is if the sales and purchasing descriptions are blank. It would be nice to have the product/service name here, if there is no description?

All in all, Intuit has done a good job in updating this feature, from what I’ve seen so far. Note that I’ve only been using this in a simple testing environment. But if you are going to work with purchase orders like this, I strongly recommend that you turn off the automation feature.

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About the author

Charlie Russell

Charlie Russell has been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had an 8-bit microcomputer with one 8 inch floppy disk drive. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been writing for the Accountex Report (formerly the Sleeter Report) since 2011.

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.


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