QuickBooks for Mac 2014 User’s Guide 189
Receiving items with a bill included
If the items arrive with a bill, you can enter your receipt of the items and the bill in a single step.
To receive items with a bill included:
1 Choose Vendors > Receive Items and Enter Bill.
Note: You can also receive items and enter a bill using the Vendor Center and Transaction Center.
2 Enter the vendor's name, the amount due, date, reference number (bill statement, or invoice
number), and your vendor's payment terms.
3 (Optional) Enter a memo about the bill. The memo you enter appears on reports that include the bill.
If you pay the bill by check, and you did not enter an account number when you set up the vendor's
record, QuickBooks puts the memo in the Memo field of the check. If you did enter an account
number, the account number appears in the Memo field of the check.
4 Click the Items tab.
5 Did you write a purchase order for the items?
o Yes—When you click Select PO, QuickBooks asks you to enter the name of the vendor you're
receiving from, then displays a list of open POs for that vendor. Select the POs that contain the
items you're receiving. When you're finished, click OK. Make any necessary changes to the line
items. If you didn't receive all the items on the purchase order, you can edit the quantity (or cost)
of any item, or delete an item completely, from the detail area of the Create Item Receipts
window.
Tip: If you make a mistake when you are editing the quantities, click Receive All to return all
quantities to their original values.
o No—Enter the items in the detail area. From the Item list, choose the first item you are being
billed for. You can also type the item name directly into the Item column. If the item is not on
your list, QuickBooks asks you to set it up. In the Qty column, enter the quantity you received. If
necessary, edit the cost of the item. Repeat these steps for the other items you received.
6 To enter shipping charges or taxes not associated with any one item, click the Expenses tab. Enter
each charge and associate it with its correct expense account.
7 Click Save.
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