QWin 2017 H&B: How do I create and use a PO for my vendor?

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Build 26.1.6.1

I need to create a PO for my Vendor.  How do I do that?

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Donald Hunt

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Posted 5 days ago

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Donald Hunt

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This reply was created from a merged topic originally titled How do I utilize the Purchase Order Form that I've created?.

Quicken Home & Business 2017
Build 26.1.6.1

I have a form that I have created for Purchase Orders to my Vendors.  How do I utilize ( fill in items ) for my Vendor?
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UKR, SuperUser

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Quicken H&B does not have a Purchase Order form that you can use.
The closest you can get to this is the Vendor Invoice in your Vendor Invoices (Accounts Payables) account, but I doubt if the format of that vendor invoice will be acceptable to the vendor.
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Donald Hunt

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But I was able to create a Purchase Order Form in QWin 2017 H&B.  What good is it if they give you the ability to Create a Form, but not the ability to use the Form that was created?
(Edited)
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NotACPA, SuperUser

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YOU can name a form, in H&B, anything that you want.  You've created one that you call PO ... but that doesn't mean that it's a supported form in Q.
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NotACPA, SuperUser

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I'm thinking that you probably need Quickbooks.
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Donald Hunt

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So I can Create Forms in H&B, but I can't use those created forms in H&B.  Does that sound remotely logical to anyone?

I had QuickBooks for my Home Office Business.  Now I am Retired and can't afford the cost of QuickBooks.  I switched to Quicken H&B because I was told that I could create a Forms there ( which I did ), and then use those same forms in Quicken H&B.  Obviously, from what I'm hearing that was a mistake from Pre-Sale Support.
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NotACPA, SuperUser

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You could NAME the form after yourself, or after me, or name it anything that you want.

That does NOT make it you, or me or whatever you want it to be.

You have NOT created a PO form in H&B.  You've bastardized another form that you call a PO .... but it's NOT a "Purchase Order" form ... because such doesn't exist in H&B.
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Donald Hunt

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Okay, I understand that, but I still need to ask: How do I use the Form that I created in H&B? I mean they allow you to create new forms so is there no way to use the Form, whatever you want to call it, in H&B
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NotACPA, SuperUser

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You STILL don't understand.  H&B allows you to create new forms... NOT new TYPES of forms.

Your made up PO form simply CAN NOT be used in Q.
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Donald Hunt

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You're wrong, I do understand. Regardless of the Form that I created, how do I use it in H&B?
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NotACPA, SuperUser

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You OBVIOUSLY don't understand the last sentence of my prior message.

YOU CAN'T USE IT!
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Donald Hunt

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So that begs the question again: Why does H&B allow one to Create a Form that one cannot use in H&B? You're fixed on my PO, and I'm saying ANY form that you create, how does one employee the Form in H&B?
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NotACPA, SuperUser

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AGAIN, you did NOT create a PO FORM.  That's a Form type that Q doesn't support.
You bastardized some other form, and simply NAMED it "Purchase Order".

That does NOT make is a PO form ... which Q doesn't support.

Name the form after yourself.  Which makes the form you.  MUCH more reasonable that what you keep claiming.

I'm outta here.  "Your mind's made up ... don't confuse you with the facts"
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gmalis1, SuperUser

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In defense of the op...he just wants to know what he does with ANY form in Quicken H&B.

How is a form used?  How does the form get filled to send out?

I think you're jumping all over him due to his lack of expertise with the product.

And to be honest, the HELP file in that regard is no help at all.  
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Donald Hunt

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Thank you.  At last someone is understanding what I'm asking.  Now, does anyone have the answers to those questions?
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UKR, SuperUser

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The only answer I can give is: Printing a Vendor Invoice uses some kind of a default, apparently non-customizable invoice form.
In a Customer Invoice you can select a customized Invoice Form.
In a Vendor Invoice you can't.

That's a function missing from Q H&B.

Your only hope is that Quicken Inc. eventually gets a round tuit and adds this function in a future version of Quicken.

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Donald Hunt

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Finally, the answer for which I was looking.

Thank you.