Formatting a Purchase Order (Design)

Hello there, @GBE.

Let me provide some insights about customizing the Purchase order template in QuickBooks Online (QBO).

Currently, there are certain limitations on the changes that can be made to the Purchase order template in QBO. 

If you're using QuickBooks Online Advanced, the changes you can make for now are to have customized transaction numbers and messages on the Purchase order.

Here's how:

1. Go to the Gear icon in the upper right-hand. 
2. Choose Account and Settings. 
3. In the left menu, tap Expenses.
4. In the Purchase orders section, select the ✎ icon.
5. Put a check on the Use purchase orders box.
6. Enter titles for the custom fields. 
7. Tap Save, then Done. 

Moreover, I'm adding this helpful article as your reference in creating and editing custom fields in QBO Advanced: Create and edit custom fields in QuickBooks Online Advanced.

Come back to this post if you have further concerns and follow-up questions about customizing purchase orders in QBO. I'll be here to lend a helping hand.

There's no way to change this. All my items have long descriptions as we are in a custom business. QB squishes everything together making it hard to read and unprofessional. If you have adobe acrobat you can edit the PDF, but its not an actual fix, and just wastes more time doing something that QB should handle on its own. Its unfortunate QBO gives the customer little to no customization, then they implement new features that break existing features, then they pull the features back. What a cluster -

Then we have to rely on their terrible support , which is essentially just human robots with pre selected answers at this point.

we are ready and looking for new software options. 

Looks like QB updated the Purchase Order format/design. I don't know why. It now has the PO and date in the center of the document instead of at the top right like it used to be, clear and easy to see. It also now has repetitive words like "Purchase order details" and "Purchase Order no." and "Purchase Order date." Why QB, why? Keep things simple! 

Now that this has been changed, can you please tell me how I can go about changing it back? The previous format worked great and now it doesn't seem like I have the ability to adjust this formatting. 

Hey Everyone,

A little update from my last post in this conversation but I wanted to let everyone know that we're sending great looking documents by integrated QuickBooks Online with Zoho CRM/Zoho One (because it's super affordable for our 1 person accounting division). This has given us the ability to email Properly Formatted Documents with any data-set on any template - including custom attachments! 

Because QB is Synced with Zoho, we now run reports from both QB and Zoho, and utilize the features of both programs. Plus it's always good to have a backup data-set for those just-in-case type of days.

Message me if you want sync QB Online with Zoho to be able to send formatted quotes, sales orders, invoices, purchase orders, sync customer and vendor data, use it as a data backup... - Estimated Cost is about 7-10K depending on the functions, and the finished product is yours with no subscription costs other than your Zoho One subscription.