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1 reply

June 20, 2023

Hi there.

 

I see how beneficial it is to customise purchase orders in QuickBooks Online to include specific information.

 

Currently, the option to customise forms in QuickBooks Online is limited to sales forms such as invoices, estimates, and sales receipts. As a workaround, we can enter the information in the Memo field or use the Custom Field feature to include it on the Purchase order.

 

To add a custom field:

 

  1. Go to the Gear icon.
  2. Under LISTS, choose Custom fields.
  3. Click on Add field button.
  4. Enter the name of the custom field. (For example, SKU)
  5. Choose Purchase Order for the form type. If you want this to show when printing, toggle the radio button for Print on form.
  6. Then, hit Save.

 

I've also added this article to learn how you can create and send purchase orders to your suppliers: Create and send purchase orders in QuickBooks Online.

 

We'd also like to hear your thoughts on the ability to personalise other forms, such as purchase orders. I suggest sending feedback to our product development team so that they can incorporate it into the next update.

 

Let me know if you still need assistance or have other follow-up questions about purchase orders. I'll be here to check on your response.