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May 1, 2024
Question

How do I add a purchase order box to my invoice?

  • May 1, 2024
  • 6 replies
  • 222 views
How do I add another field to my invoices?

6 replies

Level 1
May 1, 2024

Hi there.

 

You can add a purchase order field to your invoice transaction by enabling custom fields in QuickBooks Online, and I'm here to show you how. 

 

First, let's ensure that you have turned on the purchase order feature. Then, we can proceed to set up your custom fields.

 

Here's how:

 

  1. Go to the Gear icon and select Custom fields.
  2. Click the Add Custom field button.
  3. Enter a name in the Name field, such as Purchase Order.
  4. Toggle the All Sales forms or Purchase Order checkbox. Or, select both.
  5. To show the custom field on printed and delivered forms, turn on Print on the form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Select Save.

 

After setting up your custom fields, you can now see the Purchase Order box field when you create or open an invoice.

 

You can also consider adding purchase orders to expenses, bills, or checks in QuickBooks Online.

 

If you have additional concerns in adding purchase order box field in an invoice, please feel free to reply below. I'm always here to assist you.

Level 1
May 8, 2024

Hi there.

 

Hope you’re doing great. I wanted to see how everything is going about adding a purchase order box to your invoice concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!