Buying products and services

When purchasing anything for a client a purchase order MUST be generated.

 Purchase Orders are created by the Studio Manager or Project Managers. They should be posted within 1 business day of receipt by accounting.

Only Purchase Orders that are to be paid by check or credit card after receipt of an invoice should be entered into QuickBooks.

1. From the Home screen select Enter Bills
2. Uncheck the [ ] Bill received box
3. Select the Vendor (note if the vendor is not in the list go to adding new vendor procedure)
4. Enter the date of the PO
5. Enter the Amount
6. Enter the order details in the memo field, must include client name, Project Number and title.
7. Select the appropriate expense account(s) --(account mapping spreadsheet)
8. Click the Save icon at the top of the entering Item Receipts screen
9. Next click the attach file icon
10. You can drag a file from your desktop or email onto this screen
11. When complete click [Done]
12. Then click [Save and Close] or [Save and New] if you are doing multiple inputs.