Hi there, sale, The option to edit or change the template of your purchase order (PO) is not available in QuickBooks Online (QBO) Plus and other versions of QuickBooks.QBO only lets you personalize invoices, estimates, and sales receipts. The only thing you can do in your PO is add custom fields, customize the transaction number, and enter a default message on the form. Let me show you how to do it:Click the Gear icon, then select Account and Settings.Go to the Expenses tab.Click the pencil (edit) icon on the Purchase orders row.Select the boxes for your fields and custom transaction numbers.Enter your message on the Default message on purchase orders box.Click Save, then Done.To learn more about how purchase order works in the system, check out the Create purchase orders article for additional information. Let me know if you need anything else, and I'm always right here to help you out.

Question

How can i edit or change my Purchase order template in QBO Plus

Forum|Forum|6 years ago
February 18, 2020
2 replies
48 views

No text available

QuickBooks Online

MaryLandT

Level 10

Hi there, sale,

The option to edit or change the template of your purchase order (PO) is not available in QuickBooks Online (QBO) Plus and other versions of QuickBooks.

QBO only lets you personalize invoices, estimates, and sales receipts. The only thing you can do in your PO is add custom fields, customize the transaction number, and enter a default message on the form.

Let me show you how to do it:

Click the Gear icon, then select Account and Settings.
Go to the Expenses tab.
Click the pencil (edit) icon on the Purchase orders row.
Select the boxes for your fields and custom transaction numbers.
Enter your message on the Default message on purchase orders box.
Click Save, then Done.

To learn more about how purchase order works in the system, check out the Create purchase orders article for additional information.

Let me know if you need anything else, and I'm always right here to help you out.

E

engyau

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Fiat Lux - ASIA

Level 14

@engyau

PO template in QBO is rigid. You may consider having another app as a workaround like tis one

D

DLo27

This post has been deleted.

A Purchase Order template does not exist in QBO Plus in Custom Form Styles.

J

Jelayca V

QuickBooks Team

I appreciate your input on this matter, @DLo27. I'd like to clarify the current capabilities regarding Purchase Order (PO) in QuickBooks Online (QBO) and provide options that can help achieve your goals.

While you can customize templates for various sales forms, such as invoices, estimates, and sales receipts, through the Custom form styles feature, it is correct that the option to create a fully customizable PO template is currently unavailable.

However, you can adjust existing POs by adding custom fields, default messages, and personalizing transaction numbers. Here’s how:

Navigate to the Gear icon, then Account and settings.
Click the Expenses tab and the Edit icon for Purchase orders.
Toggle on Custom transaction numbers.
Enter your message in the Default message on purchase orders box.
Click Save, then Done.

For more information on adding custom fields to your PO, please refer to this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Additionally, you can utilize third-party applications that integrate with QBO, creating PO templates tailored to your specifications.

I recognize the importance of being able to create and customize your PO. I encourage you to share your feedback directly with our Product Development for consideration in future updates.

Select the Gear icon, then choose Feedback.
Enter your comments or product suggestions.
Select Next to submit.

Furthermore, to learn how to add an accepted purchase order to a transaction for your vendor, please refer to this article: Add Purchase Orders to Expenses, Bills, or Checks in QuickBooks Online.

You can always click the Reply button if you've got other questions aside from working with POs in QuickBooks. It'll always be my pleasure to help.

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