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8 docs tagged with "Purchase Orders"

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Add Purchase Order Line Items from a CSV

Bulk-add line items and quantities to a draft purchase order in Bookkeep by uploading a CSV. Match items by SKU or Supplier SKU, default missing quantities and costs automatically, and download an error file listing only the rows that need attention.

Bill a Purchase Order to QuickBooks Online

How to create a bill in QuickBooks Online from a committed purchase order in Bookkeep Inventory, including partial billing by receipt, expense account mapping, and what happens if the QBO post fails.

Bookkeep Inventory: Overview

What Bookkeep Inventory does — purchase orders, receiving, ledger-backed costing that values COGS in Shopify and QuickBooks — and where to go next.

Configure Fees and Discounts

Set up landed cost fee types in Bookkeep Inventory, choose an allocation method, allocate amounts by hand per line, and add non-allocated fees like credit card charges or testers to a receipt.

Fix a Receipt: Voids and Cost Corrections

How to fix a purchase order receipt in Bookkeep — void a receipt that was entered incorrectly or correct just the cost — and exactly what happens to your weighted average cost (WAC), supplier costs, Shopify cost, and inventory in each case.

Receive a Purchase Order in Shopify POS

Receive purchase order line items from the register with the Bookkeep Receive Inventory tile in Shopify POS — scan barcodes with a hardware scanner or the device camera, enter quantities by hand, and submit a receipt that lands in Bookkeep with full audit history.

Stocky Full Import

Import your Stocky suppliers and purchase order history into Bookkeep in four automatic steps — supplier import, purchase order import, vendor-supplier linking, and supplier cost record generation. Safe to re-run with no duplicates.