Do you have a large number of open purchase orders because no bills were ever received against them. Going through hundreds of transactions manually and marking them closed can be very time consuming. The Purchase Order Tool makes closing old purchase orders an easy task. It will allow you to select the date range to run a report listing the open purchase orders. From there you can select the purchase orders individually or mark the entire list to be closed. Then just click the Close Selected POs button and let the program close them. You can also sort the list by any of the display columns to make finding and selecting a particular transaction easier. The following columns are available for sorting: Reference Number, Transaction Date, Vendor Name, Delivery Date, Amount, Open Balance, or Transaction Number. Below is a screen shot showing the program running with a list of open purchase orders in the sample data file.
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Purchase Order Tool Setup Files
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Purchase Order Tool License |
Make sure to start QuickBooks and open the data file you wish to work with. Then start the Purchase Order Tool and select the date range for the purchase orders you want to work with. When you click the Get Open POs button in the purchase order tool QuickBooks will prompt you for permission to allow the tool access to the data file as indicated in the following screen shot of QuickBooks asking for authorization. Select one of the options to allow the utility access to the QuickBooks file and follow through the screens until you see the Access Confirmation screen and click Done.
After you have granted access to the purchase order utility you then select the purchase orders you want to close and click the Close Selected POs button. You can select all of them at once or individually. The list can be sorted by a column by clicking on header for that column.
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Purchase Order Tool Setup Files
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Purchase Order Tool License |