Erika_K
QuickBooks Team

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Your participation in this discussion is highly valued, PC2024. I want to take this opportunity to contribute insights regarding using accounts in your Purchase Orders (POs) and share some troubleshooting procedures to help you manage your POs effectively. But first, I'll need to gather more information. To tailor my insights and recommendations to your specific needs, I'd like to ask a few clarifying questions. This will help ensure the information I'll provide is relevant to your particular situation.

 

Before we continue, may I please know the specific challenges you experienced when you created a purchase order? Did you encounter the same error message, You must select an account for this transaction when adding or saving a purchase order? If you do, I recommend following the browser troubleshooting steps recommended by my colleague ReymondO above. 

On the other hand, if you entered purchasing info in the Category details section and received the same error message or the Please fix the errors below and try again error, you may have missed inputting the necessary detail in the Category column. This issue alert indicates the need to add an account since this section is specifically for recording the accounts you used for the transaction. Hence, an account is a requirement for this specific segment. In this case, I suggest verifying the transaction, ensuring all information are entered. 

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However, if haven't added any purchasing info in the Category details section, we can follow the troubleshooting procedures mentioned by my colleague above. 


Alternatively, if you experienced something different, may I please ask for the details about it? Understanding your situation will allow me to provide tailored assistance addressing your unique challenges or concerns. 

 

Drop a comment below if you have additional questions or need further clarification on any topic, PC2024. Your inquiries are important, and I’m here to provide the information and support you need. Whether details about using accounts in Purchase Orders (POs), troubleshooting procedures, or other related matters, I encourage you to share your thoughts.