Quickbooks Online Tutorial for Beginners - How to Receive Partial Items Against Purchase Orders

Thanks for the video. I have an additional question.

We need to recognize items received from purchase orders as different types of expenses. We had been using "Category Details" - "Category" to manage these accounts. Now that we are using purchase orders, category isn't tracked under item detail. I want to make sure the expenses are being recognized under the correct sub accounts, but also not being recognized twice as a result of the purchase order being reduced from.

Do you know if I should be filling out both the item detail section as it relates to the purchase order AND the category detail section as it relates to our expense accounts? If I enter the same amount in both category and item detail, will the expense be double counted?

Thank you!

My company is VERY new to QB - had Sage for the past 20 years - I really appreciate these tutorials. I was struggling with partial inventory receiving and this was awesome info !!

Hi! Thanks for the great video. :)

What happens if I receive the items without the bill, and the bill comes later? Or if they send 7 items out of 10 without the bill, and then when the final 3 items arrive, they give you the bill for all 10?

You also mention when receiving to fill out the quantity they've 'shipped' to you. Does the transaction happen, then, on the 'ship' date and not the date when you actually receive the items?

Thanks!

When we match the PO with the Bill - full amount received .Does it close the PO automatically.
Thanks

Very good tutorial Sir. Please keep it up!

Sir I hope you can help me on this:
1.) After sending the Purchase Order, the vendor/supplier normally asked to Pay Before Delivery. How to record the payment (without the bill yet)?
2.) During delivery, some of the items are already out of stock, thus we have an excess payment to the supplier. Where can I check our excess payment and pending/undelivered items?
Thank you in advance.

Standard procedure, turn it off! I can't imagine a situation where that would be helpful vs. harmful.

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