EV.2.1 Create and Use a Purchase Order | Scribe

    EV.2.1 Create and Use a Purchase Order

    • 13 steps
    • AkadianAkadian
    • IntuitIntuit
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    Start in the Sample company.
    1
    To complete this exercise, you must be in the Sample company. From your QBOA account, click the Gear icon on the top right corner of the screen, then select Sample company.
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    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
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    Now you can start the exercise.
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    There are 2 parts to this exercise. Both parts must be completed in the same session of the Sample company.

    Create the Purchase Order

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    The bundle from Lee Advertising offers 100 mix-and-match promotional items for $275. Craig has decided on 50 keychains, 25 pens, and 25 magnet clips. Record this in QBO.
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    Click "＋New"
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    Click "Purchase order"
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    In the Vendor field, select "Lee Advertising"
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    In the Category field, select "Promotional"
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    In the description field, type "Promotional 100 items bundle: 50 keychains, 25 pens, 25 magnet clips"
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    In the Amount field, type "$275.00"
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    Click "Save and close"

    Copy to Bill

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    Lee Advertising has confirmed that they can fulfill the purchase order and have started production. Craig received a bill for the items. Record this in QBO.
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    On the Left Nav Bar, hover over "Expenses" and click "Vendors"
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    Click "Lee Advertising"
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    The purchase order that you created should be on the first line. In the Action column, click the down arrow.
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    Click "Copy to bill"