How to create a purchase order, receive inventory, enter bill and pay bill to vendor?

To create Purchase Order:

  • GO to “+” sign (top middle)
  • Select Purchase Order
  • Create Purchase Order

To receive inventory and enter bill:

  • GO to “+” sign (top middle)
  • Select “Bill” under Vendors heading
  • Select “Vendor” from the list (top left)
  • On right side “Purchase Order” add to link pop-up
  • Click “Add” link
  • It will automatically add to “Item details”
  • Check to see received everything from PO
  • Save and Close

To pay bill to vendor:

  • GO to “+” sign (top middle)
  • Select “Pay Bills” under Vendors heading
  • Select Vendor
  • Select and locate bill to pay
  • Save and Close

Click on the screenshots below to enlarge them

 

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How to edit Customer Information form?

  • From the homepage screen, go to blue navigation bar on the left
  • Select Customer (that’s CUSTOMER CENTER)
  • Locate Customer to edit
  • Double click Customer
  • Notice Edit (next to company name top right corner)

Click on the screenshot below to enlarge it

Customer Information Form
Customer Information Form

 

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How to create my own invoice number?

GO to the Company Gear (upper right hand corner)

  • Select “Company Setting” under Settings
  • Select “Sales” under Settings  (or “Sales Form Entry” under Preferences)
  • Check-box “Custom transaction number” (see attached screenshot below for reference)
  • SAVE

GO back to create new Invoice

  • Click “+” plus sign
  • Select “Invoice” under Customers
  • Enter new “Invoice no.” (located at top right corner)

Click on the screenshots below to enlarge them

custom-transaction-number
custom-transaction-number

qboe_gear_custom_transaction_numbers

 

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QuickBooks Online – How to enter various expenses in QBO?

The tutorial video below explains how different expense transactions are entered in QuickBooks Online. It is a step-by-step process of learning how to enter expenses in QBO. This is probably the best in-depth video that covers vendor expenses in QuickBooks Online. I highly recommend you to watch it.

 

Let me summarize the content of this video:

  • It explains how to enter expenses like debit card, credit card, ATM, cash withdrawal, bank fee, wire transfer, write check, enter Vendor Bill to pay later as A/P, Pay Bill by the Check and create Purchase Order and more.
  • It explains how to set up and enter billable charges to customers.
  • It explains how to set up and enter expenses by class tracking and location tracking.
  • Lastly, it explains how these entered expenses will show up on various financial reports.

Click on the screenshot below to enlarge it
vendors

 

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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees. It also explains how to match bank downloaded transactions.

 

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New QuickBooks Online (QBO) – All major features in one chart

Major features of QuickBooks Online (QBO) are explained in one single Chart below:

 

 

 

Click on the screenshot below to enlarge it
combined
Dark Blue navigation bar on the left for customer center, vendor center, all transactions including printing checks, run standard reports, setup and print sales tax, and buy apps.

Company Gear – top half of blue screen for settings (preferences), chart of accounts, products and services (item lists), bank reconcile, import and export data, and manage user access.

Middle plus (+1) sign – bottom half of blue screen to enter all transactions from invoicing to billing to journal entry, also bank deposits and bank transfers.

 

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