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Jrg1199
October 19, 2021
Question

Custom COLUMN for Purchase orders, Quickbooks Online

  • October 19, 2021
  • 1 reply
  • 0 views

I know there are many posts about customizing the layout of Purchase Orders for Quickbooks Online and using/displaying the SKU field.  What I would like to see is the ability to add an optional custom, free-form fill column to purchase orders. In essence, another "Description" field that can be filled by typing whatever you like. For me, it would be an "For Internal Use Only" type column.  The vendor that we send it to would know to ignore that column since it's not relevant to the SKU and product description. On our end though, there would be a code that would let us know what to do with each line item when the order arrives from the vendor.  

 

While some might say "just use the Decription field", my issue is that it confuses the vendors when codes and numbers that aren't relevant to them are listed with the product information. Setting the column on the far right, or even having the option to display on screen but not print, would save us a lot of time when we look at all 50 items in the order and try to match them up to wherever they are supposed to go for this order.  Also, using the "Customer" field doesn't help because that's not a free-form field and we're not just tying items to customers.

 

Just wanted to add my 2 cents that having the option to add an additional column on purchase orders that doesn't necessarily tie into any bookkeeping would be a useful feature to have.

1 reply

AlexV
AlexV
October 19, 2021

Hello Jrg1199!

 

QuickBooks Online allows you to add a custom field and you can use this feature. Let me show you.

 

Custom fields are used to add custom data to your sales forms as well as purchase orders. You also have an option to either print it or not. 

 

Please follow these steps:

  1. Click the Gear icon and select Custom fields.
  2. Tap the Add custom field button.
  3. Enter a Name, put a checkmark in the Purchase Order box.
  4. You can toggle the Print on form button, then Save.

 

Once done, open or create a purchase order and you'll see this field.

 

I also understand that you wanted to have this a column. While we're unable to do this in QuickBooks Online, you can send feedback to our engineers. Let them know that you need this feature on a purchase order.  Click the Gear icon and select Feedback.

 

Currently, we can only customize the sales forms. You can check this link if you need detailed steps: Customise invoices, quotes, and sales receipts.

 

Also, I added some articles to help you in managing your purchase orders:

 

Post a comment below if you need further assistance with PO. Take care!

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