How do i customize purchase order format on QBO Advanced

Hi there, yogi4.

Using QuickBooks Online Advanced, you can customize the fields on Purchase Order. 

To get started, let's turn on purchase orders for your company. Here's how:

1. Go to the Gear icon at 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. 

For more details about this process, see these articles:

• Create and edit custom fields in QuickBooks Online Advanced
• Create purchase orders in QuickBooks Online

Drop a comment if you have any additional questions. I'm just a few clicks away to help you. Have a nice day.

Please sort this out asap. I cannot believe that people have been asking for this for 2 years and it is still not resolved. Really this is not a complicated thing to resolve. All you need to do is to add the PO template to the same place where the invoice templates is editable. Invoices, Statements and PO's is something that is used all the time and need to represent the quality of our business. It should all be fully customizable in look and layout. Please make this a priority! I'm on a trail version of Quickbooks and before I send PO's out that looks like they looking now I'd rather use Xero.

It is ridiculous that the Purchase Order layout cannot be customized.  Some of my inventory is ordered by SKU and not description and yet I can't have the SKU column show up on a PO.  I have a vendor who now needs me to key the sku into every description line.  What a complete waste of time when really this should be as simple as activating a field to print on the Purchase Order.

I am also annoyed that you can not change the purchase order form. Like the others I wish to have my SKU used instead. You allow use to group products and services to make it easier, but our venders do not need to see the group names and product name. We need to be able to set it up to view the SKU. I am really trying to use QuickBooks, but they are lagging with major issues and the support is getting very poor. I have stop calling to get help as I keep getting hung up on. 

Hi there, @erkorbgwg. I have some information and instructions to help you manage electronic signatures in QuickBooks Online, Allow me to help you.

As of the moment, e-signature is unavailable in QuickBooks Online. This feature's accessible in both the mobile app and the desktop edition of QuickBooks. For now, you can manually affix your signature or integrate a supported third-party app that's capable of doing this.

There are two ways to look for a third-party app. The first one is by going to the apps.intuit.website or by going to the Apps tab that can be found in your left navigational bar.

To begin with, here are the steps:

1. Go to the Apps menu at the left pane.
2. Select the Find Apps tab, and then type a keyword in the search bar like "E-signature."
3. Click the magnifying glass to search, and then choose the app that suits your need.

For visually reference, you can refer on the screenshot below.
 

I’ll be providing this article about Create and send quotes in QuickBooks Online.
 

To keep up with the latest news and product enhancements, you might want to give this page a visit.

Reply to the thread below and let me know how it goes. You can get back to us anytime if you need further assistance. Keep safe!

Here is my customer's problem with the Purchase Order - his vendor does not need to see the category and subcategory in the product/service column.  He ONLY needs the needs the name of the product.  Seems like that should be the norm but not in QBO.  He cannot send these to his vendors.  

Providing the best experience with the product is what we aim for, @Pianodad.

I know how beneficial it is to your business to customize the purchase order form for your business. I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how: 

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks. I also want you to get in the loop about the latest news and product developments in QuickBooks. Feel free to visit our Firm of the future site. To narrow down your search, just go to the Product & Industry News tab.

You'll want to check for a third-party application that can help you with customizing a purchase order. Check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

1. Go to Apps on the left side menu.
2. Search for the app in the Find apps to streamline your work field.
3. Look for the app that supports the Batch Invoicing feature.

Any questions about integrating the app into your Online account are best handled by the third-party app provider. For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.

Keep me posted have questions or concerns with custom forms. I'll be here to assist you every step of the way. Take care and have a great day ahead.

QBO is absolutely ridiculous, there is so much of what should be basic functionality missing.

How do we still not have a resolution about PO Templates.  This thread is over two years old!!  This kind of development is not rocket science.  The basic code is already written given that we can created a Invoice template within QBO.  Adapt the code to suit a Purchase Order and be done with it already!

This is why I don't recommend QBO to people!!! 

Wow. This issue was from 2020, and it's still the same today. And I just realized that the feedbacks were kinda useless. Also, the replies from the support team most of the time were not helpful. We asked for one thing, they gave us another thing. It's like they didn't read the SIMPLE questions thoroughly

That isn’t the experience we want you to have, Stevenj3814.

There is no timetable for when the option to customize your company's purchase order form will be available in QuickBooks Online (QBO). We see consumer feedback as an opportunity to improve our products' numerous features. I'd suggest providing direct feedback to our engineers. They may investigate this suggestion and include it in future updates. Let me show you how:

1. Go to the Gear icon.
2. Hit Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process.

I've attached screenshots below for your reference:

On top of that, you can visit his page to keep updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. Alternatively, we can create custom fields to capture additional information for purchase order items. Here's how it's done:

1. Go to Settings and select Custom fields.
2. Click Add custom field. If you’ve already created a field, you’ll see Add field instead.
3. Enter the name of the custom field. Then, select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list.
4. Choose the category the custom field belongs to: Customer, Transaction, or Vendor. 
5. Mark the forms where you want the custom field to appear. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), toggle the Print on form.
6. When you’re finished, press Save.

You can find more details about the steps above through this article: Create and edit custom fields in QuickBooks Online Advanced. Also, to further guide you in managing your account and the growth of your business using QBO, I'd recommend checking out one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

Please keep me updated if you have any questions or concerns about customs forms. I'll be by your side every step of the way. Take care and have a wonderful day.