PO Receiving by Amount & Advanced Invoice Items Manipulation

1. PO Receiving by Amount & Enhanced Invoice Items Manipulation

We've introduced powerful new features to streamline Purchase Order (PO) and Invoice Management workflows in both QuickBooks Online (QBO) and QuickBooks Desktop (QBD):

• Receive PO Items by Amount:
  • Users can now receive PO items based on the amount as well as quantity, offering more flexibility for managing partial receipts and complex invoices.
  • This is particularly useful for handling lump-sum costs like sales tax, shipping, and partially received items.
• One-Shot Quantity Calculation:
  • Added the ability to auto-calculate the received quantity against the PO price/total with a single click.
  • Instead of an all-or-nothing approach, users can match the PO price and accurately allocate sales tax, shipping, or partial quantities.
  • This feature simplifies scenarios where line items are fully entered, but costs like sales tax or shipping are listed with a quantity of 1.

2. Vendor Address Reference for Invoices

To enhance accuracy, we’ve also added the ability to display the QuickBooks supplier's address on the invoice once a match is identified.

• Visual Confirmation: This feature gives users an additional checkpoint to verify they’ve selected the correct vendor, helping avoid mismatches and improving overall data integrity.

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These updates provide more control over PO processing, improve invoice item management, and boost vendor selection accuracy, ensuring a smoother and more efficient accounts payable workflow.