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kdb99
April 22, 2024
Question

QuickBooks Online: Purchase Order

  • April 22, 2024
  • 1 reply
  • 0 views

Hello, I use QBO every end of the month to prepare purchase orders. Is there a way I can copy/paste what I have in the Product/Service column into every new rows in the purchase order? I would like to do the same for the Customer column. The product/service column is almost always the same for me but currently I have to enter this same info in every row. This takes a lot of time as sometimes I have 30+ rows per PO. Hope there is a solution for this? Thank you.

1 reply

A
Amanda-B
April 22, 2024

Good evening, kdb99.

 

I appreciate you turnign to the Community for support. QuickBooks Online is a great tool with various features to help making it easier to manage your business. One of these features is called Automation. This feature will pre fill forms when you select certain customers/suppliers, etc. Here's how to turn on Automation:

 

  1. Go to "Gear" icon and select "Account and settings"
  2. Select "Advanced."
  3. In the Automation section, select the pencil icon.
  4. Turn on "Pre-fill forms with previously entered content" switch to enable auto-recall. Turn off the switch to disable the auto-recall feature.
  5. Select "Save" at the bottom of the Automation section, then "Done" to record your changes.

Here is a guide for reference.

 

If you have any other questions, feel free to reach back out here. 

    K
    kdb99Author
    April 23, 2024

    Thank you, Amanda. I do not have authorization to change this setting. And this seems to affect everyone else in my company who use QBO for other tasks, I don't think they want this setting to be enabled for their tasks in their department. I'm also not sure if this would solve my problem as I need to test it first. If there is another solution please let me know. If not, thank you anyway!

    J
    JamesM4
    April 23, 2024

    Thanks for getting back to us. The other alternative is using a third-party app to assist you with the goal you've described. You can search for third-party apps on our site www.apps.com. I recommend choosing an app based on the app description and reviews. I'll be here in case you have other questions. 

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