Why you should use purchase orders in QuickBooks?

Why you should use purchase orders in QuickBooks?

Another reason for using Purchase Orders in the contractor’s world when working with QuickBooks® is that Purchase Orders force you to use Items. Items are key to job cost reports. Since a Purchase Order uses Items, then when the materials and bill come in, you simply work off the PO and the Items will be pulled in for you.

How do you enter purchase orders in QuickBooks?

You enter a purchase order using the Purchase Order transaction window; you can open this window either from the Expense Transactions page or from the Create menu (the plus sign). A typical purchase order looks like the one shown here, and you’ll notice the window closely resembles the Check window.

How to create a purchase order?

You can make a purchase order in a matter of minutes by using Word. Here are some of the steps to create a PO document.

Open a Microsoft Word document and click on the MS Office icon on the top left corner of the screen.

From the drop down list that appears choose the option “new”. Under new,a list of template options will appear. Choose “Purchase Orders”.

If you cannot find the Purchase Order template under the template categories listed,choose installed templates.

You’ll find many different categories and different types of purchase order templates. Each has its own purpose. Choose the format that best suits your business.

The template you download will be in the form of a table consisting of rows and formats.

To make the lines visible go to Table Tools and choose design tab. Under the design tab,choose borders then pick the “view grid lines” option.

You can now add your company logo,slogans,and other details by clicking on the different areas defined by the templates grid line.

How do you create a purchase order number?

Entering Purchase Order Information in Word Create the purchase order number. Insert the date. Type in the vendor information. Submit the “Ship To” information. Define the shipping method and terms information. Specify the terms and conditions. Indicate the products you are purchasing. Calculate the total for the purchase order.