Great question, mjholl. Let me provide you with some insights regarding our Purchase Order tracking.

A bill cannot be applied to an open P.O it requires an existing P.O for processing. As you will be using Interval, we suggest manually accepting the completed items in the P.O.

This allows you to apply them to the bill, ensuring that the necessary workflow is followed to track the items ordered. Please understand that the Purchase Order must be completed first, rather than doing the Entering bills against inventory.

After completing item 1 and generating an item receipt, you can temporarily add only item 1 to the bill. Then, once item 2 is completed and an item receipt is generated, you can create a separate bill for item 2.

I'll include this article for you to review and use as a guide: Accounts Payable workflows.

For inventory items, here's how to record the items you receive.

When you receive all the items listed on the purchase order, QuickBooks marks it as Received in Full. If you anticipate not receiving all the ordered items, you have the option to manually close the purchase order.

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