Thanks so much Hector. Great that you do these videos using a very practical dialogue that is very articulate. Keep them coming - really appreciate it!
@HectorGarciaCPA6 жыл бұрын
Glad you liked it
@gissellegeiling89333 жыл бұрын
Hector thank you so much! This video was amazing. You’re a blessing. Be safe! Thank you for sharing your knowledge.
@pussy005 жыл бұрын
Thanks Hector for giving me a few examples of vendor orders Trying to get a promotion at a casino warehouse dept
@HectorGarciaCPA5 жыл бұрын
NITEOWLS you welcome
@josh16674 жыл бұрын
Another helpful video Hector, a.k.a QuickBooks Guru.
@HectorGarciaCPA4 жыл бұрын
Josh Edwards` :)
@youniqueboutique21349 ай бұрын
Thank you!
@HectorGarciaCPA6 ай бұрын
:)
@rosies16455 жыл бұрын
So happy to see your videos online again :-)
@HectorGarciaCPA5 жыл бұрын
Thanks
@yamasakhizada35633 жыл бұрын
Thank you for your great video and explanation
@shawkathossain58773 жыл бұрын
Sir i want to know how to daily cash purches products and return in quickbook.Also purches and sales by credit card
@pcngo13 жыл бұрын
Great video! What GL is being credited for item reciept to offset the debt to inventory? Also, would you know if QB automatically corrects any price and quantity variances in the background when posting an invoice against the item reciept? Thanks again for all your hard work!
@user-gn4vf3zv4v Жыл бұрын
Is there a way to copy purchase order data from excel and paste it into a purchase order template in quickbooks desktop?
@angelaw68583 жыл бұрын
very nice Hector thank you!
@gk739883 жыл бұрын
Thanks for the video. My problem is that we won't know which inventories will come from which suppliers until we receive invoices after sea containers are arrived. Its usually 3~6 months later. We put bulk orders on one PO and left the vendor's information blank. Here comes the problem because QB doesn't let the user to change different vendors on same PO. So, the accountant uses enter bill in order to processing payment. This way cause hard to track PO's backorders because QB wont deduct quantities from the PO. When there are bulk POs, what is efficient way to do payment, inventory receipt and backorders management?
@jackimyers7818 Жыл бұрын
Thank you for these videos and taking time to answer questions! We have ran into an issue, after an item is received and we are waiting on our invoice to come in, on our AP report it shows that we are past due in paying this? We have changed the terms to 30 days but it still shows that on the AP report, is there anyway to change it so it does not show? Thanks for all of your help
@kennethabshire96693 жыл бұрын
I pay invoices before I receive inventory usually . In desktop premier how to I pay my purchase order without receiving items
@naimahmadi69693 жыл бұрын
Hi, Hector thanks for your great videos please work on bank reconciliations properly
@HectorGarciaCPA3 жыл бұрын
Naim Ahmadi there are a few videos on that.
@davidjcamacho11 ай бұрын
Thank you Hector. We pay sales tax to all of our suppliers, do you or would you include sales tax in the price of the item or how would you include the sales tax on vendor invoices?
@HectorGarciaCPA11 ай бұрын
I would
@alanbaker83373 жыл бұрын
Hector, thank you for all the great information you provide. Is there a way to create a PO with multiple lines, by doing a copy/paste of a batch of part numbers? I'm looking for a similar process as to when adding a batch of item numbers to the item list by copying from Excel to QB. Does that process exist for POs? I ask because sometimes I need to release a PO with 50+ lines and looking for an easier way to accomplish.
@CrossFit-Carnivore2 жыл бұрын
How do you get that nice workflow dashboard? We are on QuickBooks Plus... I'd like to setup the same workflow... purchase order --> receive inventory... etc...
@HectorGarciaCPA2 жыл бұрын
That was QB Desktop… you have QB online
@mbecker13137 жыл бұрын
Thank you Hector for all of your great videos. They've been really helpful. One thing I notice when I watch QB videos is that the creator rarely mentions the version of QB that they are using. Going forward would you mind adding that to your tutorials?
@HectorGarciaCPA7 жыл бұрын
Mary Becker nice observation... so I'm ALL my videos, is QuickBooks Desktop (2013-2018) Pro, Premier, or Enterprise... OR QuickBooks Online (when is this one, I mentioned it!)
@EvolvedApe3 жыл бұрын
Our president pays for the vendor invoices, then hands us the invoice to create a PO. So even before the PO is created, it's already paid. Do we create the PO, then "Enter Bill", and select the vendor, and check the PO?
@suzannelynch49313 жыл бұрын
Does the desktop version have a system for approvals of PO's with in QB?
@janeywright4 жыл бұрын
How do you have online bank pymt in the pay bill method? I have set up ACH in my QB method setup but it doesn’t show up when paying bills.
@emilydiaz8202 Жыл бұрын
Hi Hector! Can you tell me if there is an easier way to receive in 1 line item from a 10 line item PO without going through a zeroing out the 9 lines you don't receive in yet? I know when I ship a multi line SO it gives me the option to choose which lines I am sending, is there a similar option for receiving?
@HectorGarciaCPA Жыл бұрын
No, you just need to zero them :(
@nancyblake65154 жыл бұрын
Hi Hector, could you tell me if I am able to process an Estimate to my supply (for the purpose of getting a quote on material) then convert that Estimate to a Purchase Order? Thank you Nancy
@richardandcelestechannel86152 жыл бұрын
can I change also the item received against PO once the bill arrived?can I edit it before I click the bill received?
@HectorGarciaCPA2 жыл бұрын
Yes
@oliviaboss17392 жыл бұрын
how do you unreceived a PO that was already received and paid. incorrect PO was received
@HectorGarciaCPA2 жыл бұрын
Delete the bill
@ara4jeff3 жыл бұрын
Hi Hector, how would I post a payment made by credit card after it's gone through the Purchase Order created and received item without bill? Now I have the credit card bill to pay.
@nicoleking26965 жыл бұрын
When do you use the expenses tab?
@HectorGarciaCPA5 жыл бұрын
With any transaction that would not involve inventory items.
@nicoleking26965 жыл бұрын
@@HectorGarciaCPA like if there was a freight or some other charge that was not specifically for the items ordered?
@Sanjafterdollars7 жыл бұрын
What do do when you have paid in advance And also if you receive partial delivery ?
@HectorGarciaCPA7 жыл бұрын
sanjeet kohli write a check to accounts payable
@catreelsonline5 жыл бұрын
For partial delivery .. U can pay for just what u recieved ... By changing the quantity and the cost respectively in the enter bill section
@olinbordig4 жыл бұрын
hi hector, creating a purchase order with 1000 items for one supplier from the list of 12,000 items list is a daunting task. i try to make it simplier by having two windows on my screen ITEM LIST window and PURCHASE ORDER window. now the question is how to drop the item im trying to order from item list window to purchase order windows. do you some tricks so I can do it? the tricks im using now is i click the item, highlight the item name/number, right click the mouse and click copy. go to purchase order window then paste.
@HectorGarciaCPA4 жыл бұрын
CRTL L and CTRL U
@olinbordig4 жыл бұрын
Hector Garcia CPA hi hector, many thanks. CTRL U then CTRL Tab to go back to item list.
@dougarmstrong51204 жыл бұрын
Hi Hector, thanks for the great video, I'm so glad I came across this! What if your PO was paid from an employee that was reimbursed on an expense report? How would you receive and show that PO as paid? (Check was written for employee already).
@HectorGarciaCPA4 жыл бұрын
PO’s are not paid... only bills can be paid
@rosanava23463 жыл бұрын
what if we receive more items than what was on the purchase order?
@HectorGarciaCPA3 жыл бұрын
That’s ok
@bijendrajit4 ай бұрын
How do you enter a purchase order for items that have free stuff. Lets say I wanna put an entry for 10 candies, but I got 1 free candy. i.e i got 11 candies for the price of 10. Please help
@HectorGarciaCPA4 ай бұрын
Add a line of an 11th one for zero dollar
@krishnakumarta82435 жыл бұрын
Does QB create vendor liability automatically when the item is received without a bill or should the user pass a journal to record the expense in the relevant period?
@HectorGarciaCPA5 жыл бұрын
It creates the Accounts Payable automatically.
@lse99266 жыл бұрын
We are using QKBKS for our accounting needs and have been for years. However, now we are currently recording all purchases made for our ongoing project by giving each purchase specific number, detailing who is requesting the purchase, what they need in detail, the department needing item, where in the building it will be used as well as how much the item costs all in excel. Is QKBKS 2018 able to enter all of this information and sort the information as needed so we can use one software. I hope this made sense. Thanks.
@HectorGarciaCPA6 жыл бұрын
Yes.. you can do purchase orders and invoices for each project.. is great for job costing!
@jackimyers78184 жыл бұрын
Thanks for the videos, they have helped so much. I do have a question, when I go to Enter Bills Against Inventory and find my PO, the vendor has started sending us 2 Invoices (different invoice numbers) for the one PO. Is there a way to "split" the PO? I have tried taking off the items not listed on one of the invoices but when I go back into Enter Bills Against Inventory the PO is not there. Thanks for your help
@HectorGarciaCPA4 жыл бұрын
yes you can partially receive the PO's by modifying tue quantities
@rizwanbaig43284 жыл бұрын
How can we show sales tax in Purchase order, which we have to pay to our vendor, separately as we can while making invoices!! Secondly, how can we customize invoices & Purchase orders for large number of line items (100 items), as QB only give options for one page in customization. Please reply.
@HectorGarciaCPA4 жыл бұрын
For purchase orders, you can enter a separate line for sales tax, but when you received it; sales tax should be included in the cost of the product. You can only customize one page
@bdesilva4 жыл бұрын
@hector Is it possible to use Purchase Orders for a services org that doesn't use Inventory? We do hire subcontractors to do work. They submit time just like employees and that time creates a bill for them. I'd love to start the project relationship with the sub using a PO. The time coming in for that project would reduce the amount avail in the PO and we'd be able to track how close to the max time agreed to we are for every sub for every project.
@HectorGarciaCPA4 жыл бұрын
Yes..
@kristenkivett91357 жыл бұрын
What happens when there is a back order for an item on the p.o. and the vendors are putting the back ordered item on the bill, but there may be several weeks before we actually receive the back ordered part. It seems to have been confusing our inventory as just accepting these items as a "item receipt".
@HectorGarciaCPA7 жыл бұрын
+Kirsten Kivett exclude the items that are on back order (modify the QTY column)
@kssautosparesealimited35553 жыл бұрын
Hi Hector, the moment one closes the p.o do the items automatically save themselves as part of the inventory or do you have to input them again in the inventory?
@HectorGarciaCPA3 жыл бұрын
Kss Autospares EA limited closing a PO doesn’t affect inventory; you would need to RECEIVE it with an item receipt or Bill.
@sandraweddle15747 жыл бұрын
Thank you Hector. Do you have to use a PO? Usually i just get a bill from the vendor.
@HectorGarciaCPA7 жыл бұрын
Tnkrbll2k you don't.... POs are optimal.
@Dave-tz9zx4 жыл бұрын
Does an item receipt add to inventory on the balance sheet, therefore creating some type of liability? Or does it not affect the balance sheet/inventory list, etc.?
@HectorGarciaCPA4 жыл бұрын
Yes it does.. is the same as a Bill
@Dave-tz9zx4 жыл бұрын
@@HectorGarciaCPA Thanks Hector!
@jaycogswell57164 жыл бұрын
Hector what if I pay a deposit on a PO? So I pay, say, 20% deposit on a PO, actually do not receive physical possession of any items at that time, then pay the balance due on items as they physically arrive in my warehouse over time. Is this controllable in QBO?
@HectorGarciaCPA4 жыл бұрын
You using the same process in QBO
@gabss26187 жыл бұрын
Hello Hector, how would I go about recording a purchase order and then only receiving one of the items? would I have to edit the purchase order I made?
@HectorGarciaCPA7 жыл бұрын
Gabriella Veliz just change the QTY on the item receipt / bill, no need to change the PO
@rosaynescurbelo93395 жыл бұрын
Hector, i entered bill instead of choosing "enter bill with inventory". I went straight to enter bill and input the items. How can I now receive these items without doing a PO or having to redo the the bill as "enter bill with inventory"
@HectorGarciaCPA5 жыл бұрын
The bill is enough.
@sanbii74702 жыл бұрын
What if the items where not fully available?
@HectorGarciaCPA2 жыл бұрын
You shouldn’t sell it if they are not in stock
@sanbii74702 жыл бұрын
@@HectorGarciaCPA what I meant is what if the items where received partially. Anyways I saw another video of yours explaining that. Thank you!
@DianneLeigh6 жыл бұрын
I have been using Quickbooks since 1997 however, I am new to the Purchase Order side of it. My question is. If I set up an item, let's say brooms and set the account to operating expense then create a po, receive against it and enter the bill. Is the cost automatically reflected in the operating expense account? When I enter the bill the item costs are showing but the account isn't and there is nothing in the expense tab. Hope that makes sense. Thanks for your help! I am using QB2017Pro.
@HectorGarciaCPA6 жыл бұрын
Dianne Leigh the item needs to be an inventory part in order to avoid having it hit the expense right away.
@DianneLeigh6 жыл бұрын
I want it to hit the expense when the invoice comes in. How do I verify that it is hitting the correct expense category?
@Paige_Me24 жыл бұрын
Hello Hector, There is sales tax I am paying on my bill. Do I need to make a item for the sales tax? Or do I use the expense account I am using for the items on the bill? Your example only shows shipping costs being added. Thanks!
@HectorGarciaCPA4 жыл бұрын
Include the sales tax as part of the cost of the item/expense you are incurring
@Paige_Me24 жыл бұрын
Hector Garcia CPA If the purchase is for raw material through a purchase order will I need to adjust the cost of each raw material item with the sales tax or make a separate item for sales tax on the bill?
@ProgressiveID6 жыл бұрын
OK. Great. You can create a bunch of documents related to vendor. PO, credit, claim, note etc. If you not sent the information to the vendor nothing will happen? Correct? So the workflow is not complete! Right? What is the next step? How do you inform the vendor and how to be sure vendor read it? If I have 78 open purchase orders to this vendor where is the connection between PO and Credit?
@HectorGarciaCPA6 жыл бұрын
Iliyan Draganov there is no answer for that.. you need to make sure the vendor gets the info via email or call them.. i don’t know what you are asking.
@lorenafuentes18845 жыл бұрын
Hi Hector you channel is so full of great info! I am new to QB and I just have a quick question.. let say that the purchaser ordered 100 boxes and we only received 50 today they come back the next day and deliver the other 50 can the purchaser turn in 2 different item receipts with the same PO and the vendor only sends me 1 invoice for both item receipts. how can I enter a bill for received items when its just one invoice but multiple item receipts?
@HectorGarciaCPA5 жыл бұрын
Lorena Fuentes you can’t.. just use the same invoice number for both bills and pay them both with one payment
@lorenafuentes18845 жыл бұрын
@@HectorGarciaCPA thank you!
@lisamclaughlin85296 жыл бұрын
Hello Hector, i am relatively new to this, but i keep finding when i go to inter the invoice, my PO is not there. I go over to the po and search for it and it says received in full . how can i find where this po is attached if i have not entered the inovice yet??? Thanks LIsa
@HectorGarciaCPA6 жыл бұрын
PO and Invoice are two things that are not related to each other, so I do not really know what you are trying to do, sorry...
@frankvaldes64426 жыл бұрын
Hello Hector, watching your videos, very interesting. wanted to ask you Do Non Inventory items get received too in order to pay the bill ? do you have any video specifically on receiving and pay for non inventory items ? thanks in advance
@HectorGarciaCPA6 жыл бұрын
Frank Valdes you dont have to receive non-inventory... that is the beauty of them. But you must pay your vendor eventually and send the expense to COGS
@frankvaldes64426 жыл бұрын
Thanks for replying hector I so appreciate it as I'm new to quick books. since all my part numbers at the moment are Non inventory, can you tell me what will the proper flow would be for me ? do I Create the Po and then go straight to Enter Bill and last Pay bill ?
@HectorGarciaCPA6 жыл бұрын
Frank Valdes the flow is identical.
@damu26basky5 жыл бұрын
hi sir, do we have any report for view the list of item received without supplier bill, so that it helps to have control over the bill pending to be recorded against item received
@HectorGarciaCPA5 жыл бұрын
You need to customize a report to only show Open Item Receipts
@damu26basky5 жыл бұрын
ok sir thanks for your advice, I shall try
@guildtitan6 жыл бұрын
How would you record a credited check (refund) for items damaged?
@HectorGarciaCPA6 жыл бұрын
To a customer? Or a check from a vendor?
@TheBismila14 жыл бұрын
HELLO, AND PLEASE LET ME KNOW WHERE IS THE SALES TAX THAT WE PAY IN THE INVOICE ?
@HectorGarciaCPA4 жыл бұрын
Rosa Velez we don’t enter that as a separe line item... just add it to the items cost
@TheBismila14 жыл бұрын
@@HectorGarciaCPA thank you very much!!!!!!!!!
@helenhayes59076 жыл бұрын
Hi Hector - we used to use quickbooks for everything in our store but we have since purchased an epos system so i just use quickbooks for bookkeeping now. I have realised that i have made a mistake in that when i enter bills from suppliers for stock purchased i have been assigning it to stock fixed asset- however this is increasing my stock balance but not decreasing it when being sold. Should i be assigning it to the item tab instead under a item called general stock which is what i use to record the sales?? Please help
@HectorGarciaCPA6 жыл бұрын
Helen Hayes if you are using a POS system... you should assign all purchases to the COGS account. And then adjust your inventory monthly using the reports from your POS... don’t use inventory items or fixed asset items in QB...
@helenhayes59076 жыл бұрын
Hector Garcia CPA thank you for replying. I really appreciate it
@mudathernasr39475 жыл бұрын
how remove tax FROM purchase order after cancel this purchase order because this tax in this purchase order a barrier from the budget in oracle r13
@HectorGarciaCPA5 жыл бұрын
Mudather nasr are you in US?
@mudathernasr39475 жыл бұрын
@@HectorGarciaCPA no I'm in Sudan
@BrunoAnjos218 жыл бұрын
At which point does the system update the inventory?
@HectorGarciaCPA5 жыл бұрын
when is received and when is sold
@adamm27164 жыл бұрын
werid i dont have those icons in the vendor section like that
@maryleffler18943 жыл бұрын
You have to choose to use them in preferences
@melissasims12996 жыл бұрын
What happens if you have deleted an item receipt and now it shows pending? It’s not showing my inventory now?
@HectorGarciaCPA6 жыл бұрын
Melissa Sims it will reverse the inventory effect for sure
@melissasims12996 жыл бұрын
Hector Garcia CPA can it be reversed or corrected?
@HectorGarciaCPA6 жыл бұрын
Melissa Sims re-enter the item recipt
@newsandevents62785 жыл бұрын
How to enter purchase with tax
@HectorGarciaCPA5 жыл бұрын
I don’t support QB outside US
@newsandevents62785 жыл бұрын
OK but I need an answer how to enter purchase with tax
@huotcharinaofficial87536 жыл бұрын
You speak to fast
@HectorGarciaCPA5 жыл бұрын
sorry
@hughessemu58322 жыл бұрын
is there a report in QBE that matches Purchase orders with Item receipts? Say if i want to match POs and Item receipts for audit purposes
@HectorGarciaCPA2 жыл бұрын
No
@hughessemu58322 жыл бұрын
thanks @@HectorGarciaCPA. Is it possible to construct something like that i QBAR though?