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don-agtechpacifi
July 27, 2024
Question

How to change purchase order template?

  • July 27, 2024
  • 1 reply
  • 0 views
Quickbooks online does not seem to allow changes to purchase order template, Is therea workaround?

    1 reply

    Clark_B
    Clark_B
    July 27, 2024

    Let me provide information about changing the purchase order template, Don.

     

    At the moment, the option to change the purchase order (PO) template in QuickBooks Online (QBO) is unavailable. The only available template to use as a base for the PO is the standard template. If you make any changes to this template, QuickBooks will apply them to all your forms. To customize a specific form, you must create a new template for that form. After customizing the new template, you can set it as the default template to see the changes reflected.

     

    I know the importance of having the option to change the purchase order template. While this option is currently unavailable in QBO, I recommend using a third-party app that can help you change the PO template.

     

    Here's how to search for third-party apps in QBO:

     

    1. On the left menu, hover over Apps and select Find Apps.
    2. Use the search bar to browse for apps that can change the template in a purchase order.

     

    You can also check this site: Apps

     

    I'll also add this article to guide you in adding purchase orders to expenses or bills: Record a bill or expense after your vendor accepts the purchase order.

     

    If you have any concerns about the purchase order template, please tag me in the comment section, Don I'll assist you in any way possible.

    D
    don-agtechpacifiAuthor
    July 27, 2024

    I was unable to find an app to help. Current template for my QuickBooks online offers a column width of ~3" for rate and ~1" for Description. This makes for an unprofessional look for a PO. Description column width should be ~3" and rate ~1". Is there really no way to change this?

      I
      IrishNinoJ
      July 28, 2024

      Hello there, Don.

       

      I recognize how beneficial it is for your business. I'd recommend sending feedback directly to our engineers so that it'll be included in the upcoming updates.

       

      Here's how:

       

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

       

      Once submitted, you can track your feature request through QuickBooks Online Feature Requests website.

       

      Furthermore, you can check out this article to learn more about adding purchase orders to expenses or bills: Record a bill or expense after your vendor accepts the purchase order.

       

      Let me know if you need further assistance managing your purchase order template. I'm always here to help you out.

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