We are happy to help you create your vendor purchase orders in QuickBooks Online. You will provide the products and services, including quantity, price and delivery information by entering it into your client dashboard. Your accountant will send you a notification requesting PO information that will show up on your client dashboard. You can upload information into a folder within your secure document upload portal or email it directly to your accountant. Your purchase orders will be created and uploaded into the From My Accountant folder located within your document upload portal. Your accountant can email approved purchase orders directly to your vendors. We will copy you on all communications to your vendors. We will also upload monthly PO Status Reports into the From My Accountant folder. If your company routinely issues purchase orders to vendors this service can save you lots of time.
Items Are Received Against Open PO Line Items with Vendor Bills
Once your purchase orders have been entered you can receive items against your purchase orders by opening the purchase order and selecting copy to bill. Once a purchase order has been fully received it is automatically closed. If you choose our Accounts Payable Entry Service, your accountant will manage your purchase orders and vendor bill entries for you. Be sure to include items from your Products and Services List on your purchase documents. If you have not selected our monthly Accounts Payable Services, you will use this report to follow up with your vendors on items that have not yet been received. If you have selected our A/P expense entry service, your accountant will manage vendor relations for you, including following up on outstanding line items on open Purchase Orders. Choosing Purchase Order Service together with our A/P Expense Entry Service will save you up to 10 hours per month.
Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member
I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.
Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.
We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.