QuickBooks for Mac 2014 User’s Guide 141
4 Fill in the purchase order, then click Next to create another purchase order or Save and close the
window.
Note: You can also create POs starting at the Vendor Center and Transaction Center.
Want to create a PO starting with the info you've already got on an estimate? Here's how:
1 Click Create Purchase Order.
2 Choose whether you want to create the PO for All allowable items on the estimate (good if you've
only got items from one vendor on the estimate) or Selected items (good if you've got items from
multiple vendors on the estimate).
3 Select the items you want on your PO, if you chose that option.
4 Finish up any additional info on your PO, click Save, and send the PO off to your vendor.
What's on a purchase order?
• Vendor. The vendor you're ordering from. If the vendor isn't in this list, you can add them in the Vendor Center
or through Quick Add here.
• Class. If you are using classes, select the class you want to use here. If you don't see this list, turn Classes on
through QuickBooks > Preferences > Transactions.
• Vendor (address). When you select a vendor from the dropdown menu at the top of the form, the address
appears here. You make any changes you need to. (If you're adding the vendor through QuickAdd, you'll need
to manually enter the address.)
• Ship To. The address that you want the goods shipped to. By default, this is your company's address.
• Expected. The date you expect the goods to arrive.
• FOB. Indicate to the vendor how you want your order to be shipped. FOB refers to "free on board." Set your
preferred FOB on Preferences.
• Item. Select what you are order. You can include anything on the Items list here. You also enter a new item, and
QuickBooks will prompt you to set it up.
Tip: If you need to insert an item between two others, select the item line where you want the new one and
choose Edit > Insert Line. Likewise, if you want to delete an item, select the item then choose Edit > Delete Line.
You can use a purchase order for items you don't stock or even resell. When you write a purchase order for non-
inventory items, you can include these types of items on the PO form:
o Non-inventory Part
o Service
o Other Charge
When you write purchase orders for non-inventory items, you can still track your open POs to see what you have
and have not received. Note, however, that QuickBooks excludes non-inventory items from reports that show
items on order.
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