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D
Deano2
July 28, 2019
Question

Purchase order and statement templates

  • July 28, 2019
  • 6 replies
  • 0 views

Apologies for all the questions on forms but it represents our business and hence we are very fussy! :-)

 

Statements

 

It appears as though we cannot create our own and have to use the QB template. Is there any way we can change shading in the heading from blue to another color

 

Purchase orders

Can we change the shading from blue to another color

Can we remove the approved by and date signature block

 

And  on both forms.. can we change the position of our company logo from right to left?

and select different logos

 

Thank you!. Sorry once again for inundating you with messages. Appreciate all the support

 

 

 

 

    6 replies

    A
    Anonymous
    July 28, 2019

    Hello Deano2,

     

    We always welcome ideas from customers that can enhance our software. Customizing the Statement and Purchase Orders is one of the most requested feature. These two forms can't be edited for now. However, rest assured that our Product Development Team is working diligently to have this added in our future updates.

     

    You can temporarily customize the forms in Excel and paste the information from QuickBooks Online. This way, you're able to achieve the format you'd like.

     

    Please keep more ideas coming. If you have any questions, post them here. 

    D
    Deano2Author
    July 29, 2019

    Thank you for your suggestion regarding cutting and pasting. However I trust that this is something that we can customize in the future.

     

    I have however - seen Quickbook Purchase Templates where the user had the ability to change shading and color from Blue to Red.

     

    Is this something that can be achievable. 

     

    Thank you

     

    Adrian_A
    Adrian_A
    July 29, 2019

    You might've seen what's on the Custom Form Styles page, Deano2.

     

    On this page, the available templates that can be modified are Invoices, Quotes, and Sales receipts.

     

    The shading of your forms will depend on your Standard template. This means, whatever shading you've used will affect on all the forms. That includes your Purchase Order.

     

    Additionally, yes you can use a different logo. You can only move it either to the right or to the center.

     

    On the other hand, the things that you can do in your PO is to add a custom fields and customize the transaction numbers. Also, you can enter a default message on the forms. Here's how to do it:

    1. Click the Gear icon then select Account and Settings.
    2. Go to the Expenses tab.
    3. Click the pencil (edit) icon on the Purchase orders row.
    4. Select the boxes for your fields and custom transaction numbers.
    5. Enter your message on the Default message on purchase orders box.
    6. Click Save.
    7. Then Done.

    You can always check how to use a purchase order to know more.

     

    If you have other concerns with purchase order, I'm here to help you out.

      K
      kelly62
      May 16, 2020

      Being able to customize the Purchase order as you can estimates & invoices is essential.  At least change the header asap from Activity to SKU or Model!

        R
        rgstg
        June 5, 2020

        The ability to create and process quotations, purchase orders, and invoices are core functions of accounting software.  Quickbooks Online has had the ability to customize forms for years--but to date, purchase orders cannot be customized.  

         

        The ability to customize purchase orders needs to become a priority of the Quickbooks team.

          T
          TCDK
          July 19, 2020

          This is BS when you print the Purchase Order, it does not show the SKU Codes which are important for my PO.  How can I send a PO without SKU codes to my suppliers.  Please give option to print PO with SKU Codes.

            M
            Michelle C
            August 7, 2020

            How can we get the SKU column on the purchase order.  Manufactures use the SKU....not description.

              G
              GraceC
              August 7, 2020

              Hello there, @Michelle C.

               

              Adding the SKU column on a purchase order is done by a few steps. To get started, let's turn on the SKU feature from the Products and services section.

               

              Here's how:

              1. Click the Gear icon, then click Account and Settings.
              2. Select the Sales tab and go to the Products and Services section.
              3. Mark the Show SKU column box.
              4. Click Save and hit Done.

              Once done, you can enable the SKU option on the Standard template. I'll guide you how. 

              1. Click the Gear icon, then select Custom Form Styles.
              2. Locate the Standard or Master template. 
              3. Click Edit.
              4. Go to the Content tab and click the middle part of the template.
              5. Select the SKU option.
              6. Hit Done.
              7. This will show the SKU column on your purchase order.

              I've provided a screenshot below. 

              You can get more details in the following resources below:

              If you have additional questions, I'm just around. You can tap me, and I'll get back to you as soon as I can. 

              T
              TCDK
              August 8, 2020

              Dear Grace,

               

              My questions is not about SKU doesn't appear in PO but SKU doesn't appear when I print an Purchase Order.

                J
                jnyp
                March 3, 2025

                Any update on adding this simple feature that was requested 6 years ago? We are looking at using QBO for a new venture but this is one of the first things the production team asked about and could be a deal breaker for them.

                S
                ShangY
                March 3, 2025

                Thanks for joining the thread, @jnyp. I understand the value of being able to customize statements and purchase orders. This lets you add information that’s important for your business. Each company has unique needs, and I can see how this feature would benefit and empower your business. 

                I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program. I'll show you how:

                 

                1. Go to the Gear icon and select Feedback.
                2. Type in your suggestions about customizing statements & purchase orders.
                3. Then, submit your request

                 

                Visit this resource to learn how to add custom data, obtain insights through detailed reports, and create an additional custom field in your purchase order: Add custom fields to sales forms and purchase orders in QuickBooks Online.

                 

                Keep in touch if you have further questions regarding the customization of statements or purchase orders. I'm here to assist you and will respond promptly to ensure everything is resolved. Wishing you a great day!

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