Hello Celia Z,
I hear what you're saying about labels making a difference when it comes to the forms you're giving to your suppliers and customers. It's important to me that you know the options of working with and customizing purchase orders in QuickBooks Online and I can shed some light on something that the person you spoke with may have overlooked.
QuickBooks Online's Custom form styles section is primarily for sales form customization, however there is a way that it also has an impact on your other forms, such as purchase orders. Forms like purchase orders that don't have a specific customizable option use the Master form style to determine how it looks. With that in mind, you can make some changes to that style that will impact the form. One of those changes is the header names for the line items of the form. Here's how it's done.
- Select the Gear icon.
- Choose Custom form styles.
- Choose Edit for the Master form type.
- Click the Content tab.
- Click the centre of the form preview on the right.
- Select Edit labels and widths.
- Change the labels as desired.
- Select Done to save your changes.
Now when you go back to your purchase order, the header for the product/service section should read as the label you entered. Give it a shot! The important thing to keep in mind when making changes to the Master form type is that those changes will apply to various forms. Other forms impacted by this form type include credit memos and expenses, for instance, although there are more. Each will only be impacted by the changes to a certain degree, but this is useful to keep in mind so that you don't completelty customize the form in one way.
I hope this has been helpful for you. If you'd like, you're more than welcome to submit feedback to let our product development team know what changes you think this feature could benefit from. The steps to share your thoughts are here: How do I submit feedback? To keep on top of program updates, check out this page: QuickBooks Online Feature and Product Updates
Take care!
