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Susan1216
March 16, 2023
Question

Create purchase order with multiple classes

  • March 16, 2023
  • 1 reply
  • 0 views

I sometimes have to create a purchase order that needs split into classes (dept 1, 2, 3, etc). However when I enter a purchase order on Quickbooks Pro Plus 2022 you have select one class in the header (not available to pick class in grid) of the purchase order. But the items I am purchasing need to be split up among 3 classes, not applied to one. How do I do this? 

 

For example, we are purchasing paint but the paint expense needs split up among 3 departments. I know when I receive against the purchase order I can change the bill to reflect this but it would make the work flow so much easier if it was done in the purchase order.

1 reply

L
LeizylM
March 16, 2023

Hi there, Susan1216. 

 

Allow me to share some information about creating purchase orders with multiple classes in QuickBooks Desktop (QBDT). 

 

You can customize Purchase Order Template to add a class to each item in the grid. Here's how:

 

1. Open the Purchase order and click Formatting beside Main. 

2. Click on Custom Purchase Order Template and click Additional Customization at the bottom. 

3. Select Columns and put a checkmark on the class and click OK.

 

I've added screenshots for your visual reference. 

 

To learn more about the class tracking feature, you can read this article: Set up and use class tracking in QuickBooks Desktop.

 

Keep your post coming if you need more help with creating purchase orders. I'm always around to help. Have a great day!

S
Susan1216Author
March 16, 2023

I am not able to add a class per your instructions. I cannot add a class to each item in the grid. The only place in a purchase order to add a class is in the header and applied to the entire purchase order no matter what items are added. See the jpg attached to the original question.

 

 

S
SashaMC
March 16, 2023

Hey Susan1216,

 

Thanks for reaching back out. Could you go ahead and add that screenshot for me? I do not see the jpg. Here is how to attach the image:

 

  1. Hit the Reply button.
  2. Locate the camera icon in the reply settings and click it. 
  3. Select Choose file.
  4. Locate and select the file.
  5. Click Done.

 

That should do it! I am looking forward to that and assisting you further! See you soon.

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