Pinterest

How To Receive Inventory With or Without a Bill in QuickBooks Desktop?

Users can generate part of the requests using Field Edge, which can submit to QuickBooks as a purchase order. Effective […]

Voiced by Amazon Polly

Users can generate part of the requests using Field Edge, which can submit to QuickBooks as a purchase order.

Effective accounting and inventory management, for those inventory items which must be received in relation for the purchase order. For all of this you must learn how to use QuickBooks Desktop in order to receive things from a purchase order.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Depending on whether you have a purchase order, bill, or both, the process differs.

The most laborious and meticulous task in QuickBooks, aside from processing payroll, is recording and tracking the inventory items. Also know how to adjust inventory quantity.

Once you enter a purchase order then you must receive inventory with or without a bill. The quantity in hand for each item and the payable to the vendor are updated by recording the inventory received and the accompanying bill, in case if it is provided.

Receiving of the Inventory Bill

In case if you receive the item and the correspondence bill of that item, Then you can perform the following actions:

QuickBooks Desktop in Windows

  • First you have to go to Receive Inventory and select it.
  • Now from the dropdown menu of Receive Inventory you have to select for the Receive Inventory with Bill option.
  • As, you are done with the above steps the Enter Bills window will appear, now you have to perform step by step actions which are defined as followed:
    • First you have to select the vendor option from the Vendor dropdown menu.
    • Now you have to hit the yes button for the receive of a purchase order for the bill.
    • Choose the correct Purchase Orders and then hit the OK button.
    • Now you have to review the information on the Bill.
    • Note that except from the Memo field and from any fields you have to filled to the PO are carried over to the Bill.
    • Hit save and close button in order to save all the changes which you made and exit from the screen.
  • Whenever you’re ready to pay the bill hit the proceed to Pay Bills options.

QuickBooks Desktop in Mac

Method 1: First You have to Create an Item for the Receipt

  • First you have to go to Vendors and then select Receive Items.
  • Navigate to the New or the Plus (+) icon.
  • Now you have to select the name of the vendor.
  • Hit the Button of the purchase order.
  • Select OK and the save button so that you can save the changes which you made.

Method 2: Now You have to Enter the Bill When You have Received the Goods

  • First you have to navigate to the Vendors tab.
  • Now select the Enter Bill for the Item which you have received.
  • Enter the name of the vendor.
  • Choose the item which is for the receipt of the bill.
  • Hit the OK button.
  • In case if it is necessary, change the date which is shown in the amount in the bill.
  • Select the Expenses tab in order to enter the shipping charges or taxes.
  • Now enter the terms of the vendor’s.
  • Be ensure that the amount due is always the same to the total on the bill.
  • In case if the total is incorrect, select Recalc.
  • Select save so that you can easily save the changes which you have made.

Receive all the Inventory with a Bill in QuickBooks Desktop

  • From the Home page, first you have to select the Receive Inventory drop-down box.
  • Now you have to choose the Receive Inventory with Bill.
  • On Entering the Bills window, you have to choose the Vendor drop-down menu.
  • Now you have to select the appropriate name of the vendor.
  • Hit the button Yes to receive a purchase order for the bill.
  • Search for the appropriate Purchase Order and select Ok button.
  • Now Verify all the information on the bill and the fields from the purchase order will carry over to the bill.
  • Now whenever you’re ready to pay the bill, navigate to the Pay Bills button and click on it.

Receive all the Inventory Without a Bill in QuickBooks Desktop

  • On the Home screen, select the Receive Inventory.
  • From the drop down menu you have to select receive Inventory without a Bill.
  • In the Item Receipt window, select the Vendor from the list.
  • Now you have to select the appropriate Vendor from the drop down menu of vendor.
  • Hit the Yes button in order to receive a purchase order.
  • Select the correct Purchase Order from the list.
  • Hit the Ok button.
  • Now you have to verify the information of the Receipt of Item.
  • You will get all the information from the Purchase Order.
  • Once you are done with the above steps hit the Save button so that you can save all the changes which you have made.
  • Hit the Close button in order to exit from the screen.

We try to cover every step that could be taken to receive Inventory with or without a Bill in QuickBooks Desktop in this article. If you run into any issues while receiving Inventory, our team of knowledgeable experts can safely execute your work. Additionally, they have the capacity to accurately and smoothly convey your data.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How do You Get Your Stock?

• Below are the Tips for Successfully Receiving Inventory
• First of all, you need to improve your Receiving Area.
• You have to keep your Receiving Area Organized as well as Clean.
• Real-time inventory tracking technology should be used.
• You will have to keep an eye on Quality Control.
• Unloading should be done quickly and safely.
• Lastly, you must verify the received goods.

How do I Enter a Bill into QuickBooks before Getting the Goods?

You can already create the bills after receiving the items:

• Select Enter Bills under Vendors in the top menu.
• Enter the Date after choosing the Vendor.
• Go to the Items tab after entering the required information.
• Enter the item you obtained for your inventory.
• Hit on Save & Close Option.

In QuickBooks, Where do I Enter Inventory?

Please adhere to the instructions I have provided below if you wish to add inventory items:

• Foremost, you need to Select List from the top menu.
• After that, you have to Choose Item List.
• Then, Toggle the arrow next to Item.
• Now, you have to Select New option.
• You have to Select Inventory Part under Type.
• Now, you will have to add the necessary specifics.
• At last, you will have to press OK button.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top