The Nature of Purchase Orders in QuickBooks

Tax Attorneys Ainer & Fraker agree that part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide variety of business types and sizes.

In some cases, the default settings that QuickBooks supplies will work fine for your company. This is not necessarily true in the case of purchase orders, since the whole inventory procurement process is so complex, and users can have such a diverse range of needs.

Figure 1: QuickBooks 2013’s default Create Purchase Orders screen. You can see that formatting options are available when you click the Formatting tab.

So before you order your first widget, make sure that your purchase order form is designed to accommodate all of the information you want to record and track, with no unnecessary data fields to confuse staff.

Let’s examine further aspects of the purchase order process below through the application of QuickBooks:

1) Working With Templates

2) Customization

3) Creating Item Receipts 

We will examine each of these topics in a separate post, which you can access by clicking a link above.