Purchases Table of Contents

Making purchases
Handling vendor debits

Paying bills

Applying vendor debits to open purchases
To apply a vendor debit (Purchases Register)

To apply a vendor debit (Pay Bills window)

Changing purchases
To change a transaction

To assign a purchase line item to more than one job

To convert a quote to an order or bill (Purchases window)

To convert an order to a bill (Purchases window)

To delete Sales/Purchases Information

Creating vendor debits
To record a partial return of items

To create a vendor debit

To delete a bill (with a deposit)

To reverse a bill

Deleting purchase transactions
To delete an order (with a payment)

To delete a bill (with a deposit)

To delete a bill (with a payment)

To delete an applied vendor debit or a vendor's refund

To delete a bill payment

Editing lines on a purchase
To insert a line on a purchase

To insert a header on a purchase

To insert a subtotal on a purchase

To delete a line on a purchase

To enter a purchase
To buy items from a vendor

To buy services from a vendor

To make a purchase (Bank Register)

To pay a vendor using an owner's personal funds

To record a purchase paid by an employee

To track sales and purchases made with the same contact

Entering bill payments
To pay a vendor (Pay Bills window)

To print and record a check payment

To pay a vendor (Bank Register)

To set up a 1099 vendor

To pay a vendor using an owner's personal funds

To record a purchase paid by an employee

Finding purchase transactions
To find a transaction

To find a vendor debit before it's settled

To find a vendor debit after it's applied

To find a vendor debit after you've received a refund for it

To find a bill payment

Printing purchases
To print purchases

To print a single purchase

Receiving refunds
To receive a refund (Purchases Register)

To receive a refund (Pay Bills window)

Reversing purchase transactions
To reverse a bill

To reverse an applied vendor debit/refund

To reverse a vendor's refund

To reverse a vendor refund recorded on a bank deposit for undeposited funds

To reverse a bill payment

To reverse a transaction included in an electronic payments transaction

Reviewing your purchase information
To view purchases (Purchases Register)

To display a list of all purchases (Transaction Journal)

To display and Pay Bills for all open purchases (To Do List)

To display and Pay Bills for open purchases with expiring discounts

To display a list of orders and record as purchases (To Do List)

To print a list of all your purchases

To print a list of purchases by status

To print a list of all recurring purchases templates

To print a list of fully paid bills and their applied debit memos

To view a purchase's history

To view the amounts you owe your vendors

Using recurring purchases
To find a recurring template

To create a recurring template

To record a recurring transaction

To change a recurring template

To delete a recurring template