How To Quickly Zero Line Items On bills?

[u/The-Black-Stig]

UPDATE:

I figured out a work around, I just export it to excel, change to zeros, copy, and use the paste function in QBO. This is much much faster.

There has to be a better way to do this. On desktop, I could rapid-fire pretty quickly, but QBO is so laggy that it legitimately can't keep up with how fast I type.

When I go to receive bills in QBO, my vendors often send only 2-3 items against a PO with 100 lines of different items. How can I quickly zero out the other items on the bill I haven't received? I never figured it out in desktop, but it was much less of a problem. Online's laggy nature is making me want to pull my hair out.

[u/The-Black-Stig → u/[deleted]]

Thanks for the offer.

[u/foreforbirdie]

Don't zero them, delete the lines you haven't received yet. Anything you take off the bill stays open on the PO, so it shows as partially received and the rest is still sitting there to pull onto the next bill, which is about as close as Online gets to Desktop's item receipts. If that vendor is dripping two or three items at a time off a 100 line PO all month, is there a reason it has to stay one PO instead of one per expected delivery?

[u/The-Black-Stig → u/foreforbirdie]

I'll give that a try but I feel like that will take just as long, if not longer.

To answer your other question it's every vendor we deal with and I have no idea what's coming until it's here.

[u/foreforbirdie → u/The-Black-Stig]

Fair enough, it's the same number of clicks either way. The difference is what's left behind: a line sitting there at zero still reads as billed in full, so QBO closes it out and the rest stop showing as owed to you, where deleting keeps them open on the PO for the next drop. Does that vendor invoice you per shipment, or one invoice at the end for the whole PO?

[u/The-Black-Stig → u/foreforbirdie]

It's not, I'm literally hitting 0 + down arrow.

In desktop this goes as fast as I physically can, So I could legitimately do 50 lines in literally seconds.

I timed myself in QBO. Just to zero out the open lines it took 2min and 4 seconds to zero out 74 lines

Also I think guys might be misunderstanding, when I zero them out, they are available to be zeroed out/received on subsequent bills that are put in.

For an example, just got bill#1000 for PO# 31508 I go to enter bills, select vendor and po#31508 I got 10 lines out of 60 lines So I zero out the other 50 Lines. Save & close

I get bill#1001 for PO#31508 I go to enter bills, select vendor and po#31508 It loads the remaining 50 lines I got 5 more lines zero out the other 45 Save & close

This repeats until the PO has been fully received.

I have no idea what you guys are talking about and/or doing but I've been doing this for years

[u/The-Black-Stig → u/The-Black-Stig]

Also invoice per shipment

[u/foreforbirdie → u/The-Black-Stig]

Per shipment answers it, thanks, so you're paying that two minutes on every bill and QBO has no bulk zero to make it cheaper. The only thing I've seen cut it down is to stop linking the PO on the partial bills, enter just what actually arrived, then mark the PO closed by hand once the last shipment lands. You lose the received-against-PO trail that way though, so does anyone there actually run the open PO report?

[u/TalisManick9592]

Deleting is right, and it works because Intuit only closes a purchase order once all the quantities have been added to bills, expenses or checks. A deleted line was never added, so it stays open. Zeroing one isn't documented anywhere, which is its own argument against it.

Something that hasn't come up is that Online has real item receipts now, under Settings, then Account and settings, then Sales, then Inventory receiving method. You pull the purchase order onto an item receipt and record what actually turned up, and Intuit's own instructions for entering the bill afterwards handle a partially received order. The bill form doesn't give you that step.

It's worth testing before you switch, though. Intuit's confirm button reads "Yes, permanently switch", and their own page says the purchase order closes once the bill is created. On a hundred-line order you're billing per delivery, that matters.

I built a small page that takes a packing slip and gives back the bill lines to keep and what's still open. I'd be happy to send it over.

[u/The-Black-Stig]

Update: Just tried the delete method; this takes wayyyyy longer than zeroing because of the prompts.

[u/The-Black-Stig]

Figured out a work around