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October 3, 2019
Question

Can I edit layout of Purchase order templates? I don't see it in the "Custom Form Styles"

  • October 3, 2019
  • 1 reply
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1 reply

October 3, 2019

Hello jerome2,

 

Great question! I can see how personalizing a purchase order to match the rest of your templates would be good for keeping your business image uniform. I can explain.

 

Looking for the purchase order form in Custom Form Styles is the perfect place to start. The reason you're not seeing anything there specifically for purchase orders is because they cannot be edited the same way other form templates can. You can affect how the purchase order looks though by making changes to the Standard form template that is a default in the program.

 

Forms that don't have the customize option, such as purchase orders, are based off of the Standard template. For instance, if you change the colour on the Standard template, the purchase order will now also be that colour. 

 

There are certain other customizations you can make to purchase orders through the account settings. By going to the Gear icon and selecting Account and Settings, then the Expenses tab, you'll see a section for purchase orders. This section allows you to turn the feature on and off as well as enable custom numbers, add custom fields, and add a default message. The default message is the one that appears under the line items on a purchase order.

 

Learn more about purchase orders here: How to use purchase order

 

I hope that helps! Enjoy the rest of your day. :)

November 25, 2020

I would like to add the Class field into the purchase order template.  How can I do that?

thanks,

Anne

November 25, 2020

Hi AFinlayson. QuickBooks provides the flexibility to customize your reports and forms giving you full control. You can add a custom field to your Purchase Order by clicking New (+) > click Purchase order > once you've opened a Purchase order click on the Gear icon at the top right and you'll see an option to add your desired field. Let me know how you make out with this. I'll be on standby.