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Mark Armistead
March 13, 2022
Solved

Customise Purchase Order

  • March 13, 2022
  • 2 replies
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I've now started moving a second business over to QBO from QBD. Although there seems to be some stupidly strange decisions with customisation of form, please tell me that there is a section to at least add my company logo to purchase orders? 

Best answer by Charies_M

Thanks for sharing your concern with us, Mark Armistead

 

In QuickBooks Online (QBO), the option to customise Purchase Order (PO) forms like adding a company log is unavailable. You can only customize transaction forms such as invoices, sales receipts, and estimates. 

 

Here's an article you can read to learn more about purchase orders: How to Use Purchase Order?

 

Alternatively, you can integrate a third-party app that'll help you in adding signatures and other necessary details to your PO. Just go to the Apps menu or visit the QuickBooks App Center page.

 

To check for supported apps through the Apps menu inside QBO, here's how:

  1. Log in to your account.
  2. Go to the Apps menu.
  3. Type in the name of the app in the Search by name or category field or select the Browse category button.
  4. Select the app you want and follow the on-screen instructions to complete the integration process.

Let me know if you have other questions while working with purchase orders. I'm here to further assist. Have a lovely day ahead.

2 replies

C
Charies_MAnswer
March 13, 2022

Thanks for sharing your concern with us, Mark Armistead

 

In QuickBooks Online (QBO), the option to customise Purchase Order (PO) forms like adding a company log is unavailable. You can only customize transaction forms such as invoices, sales receipts, and estimates. 

 

Here's an article you can read to learn more about purchase orders: How to Use Purchase Order?

 

Alternatively, you can integrate a third-party app that'll help you in adding signatures and other necessary details to your PO. Just go to the Apps menu or visit the QuickBooks App Center page.

 

To check for supported apps through the Apps menu inside QBO, here's how:

  1. Log in to your account.
  2. Go to the Apps menu.
  3. Type in the name of the app in the Search by name or category field or select the Browse category button.
  4. Select the app you want and follow the on-screen instructions to complete the integration process.

Let me know if you have other questions while working with purchase orders. I'm here to further assist. Have a lovely day ahead.

M
Mark ArmisteadAuthor
March 13, 2022

Thanks for the reply Charles.

 

Firstly, who thought it a great idea no to be able to at least add a logo to a purchase order?

 

Secondly, I'm paying Intuit to supply me with the tools, not then tell me to go pay for extra subscription with a third party to do very basic things, like add branding to a purchase order? Intuit are quick happy to slap their own branding on send forms but the actual business is left out in the cold. 

 

Again, as I have said in other posts., This is VERY VERY basic stuff for businesses. Might be fine for Paul who runs the local hairdressers but for manufacturing businesses moving over from QBD isn't NOT adequate. 

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    Mark ArmisteadAuthor
    March 22, 2022

    Further to this issue. I actually had a customer call me yesterday asking why my purchase orders looks so terrible all of a sudden. Explained the situation that Quickbooks seem to this these templates are adequate. 

    He said he was glad he asked as he was thinking of moving to QBO due to the forced closure of the desktop version. He's now going to move to Xero as he values his branding across his forms.

     

    I'm sure he won't be the last. Intuit you really have to address these very basic requirement for companies or you'll lose so many, long term customers yourself. 

      E
      Emma63
      April 19, 2023

      I have discovered that if you change the standard sales invoice template - it will randomly change the layout of your purchase order.

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