Suppliers and purchase orders

Keep your suppliers in one place and order from them with purchase orders that add stock when the goods arrive.

Suppliers and purchase orders come with the paid plan, $39 a month for up to 5 users. You find them under Money out.

Suppliers

Add the businesses you buy from: name, contact person, email and phone. You can add notes too, such as their GST/HST number, which you need on their bills to claim back the tax. See Input tax credits explained.

Purchase orders

  1. Open Purchase orders and tap New purchase order.
  2. Pick the supplier and add the lines: which items, how many, and the cost.
  3. When you place the order with the supplier, tap Mark ordered.
  4. When the goods arrive, tap Receive. Tracked items are added to stock right away.

The bill

A purchase order is not an expense. When the supplier's bill arrives, record it as an expense with the receipt. That's what counts for your tax.

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