Question

Purchase Order Template

Forum|Forum|4 years ago
February 9, 2022
1 reply
1 view

Is there a way to have the "Customer / Project" field added to the purchase order form? This seems like a pretty basic requirement but I cannot find the option in the template settings.

Right now we have to manually type the customer / project name into the custom field I created called "Job Name" field in the header area in order for it to appear on the printed PO. While this is a work around, it doesn't really work if you have a PO that is split across multiple customers.

QuickBooks Online

Rose-A

Level 10

Good day, MMelchert.

To get this sorted out, you may need to ensure that the Projects feature is enabled from the Account and Settings section. Here's how:

Click the Gear icon in the upper right corner and choose Account and Settings.
From the left panel, click Advanced.
Scroll down to Projects and turn on this feature.
Tap Save and hit Done.

Once done, go back to your Purchase Order form and check the Customer / Project field from there. See the sample screenshot below:

For your reference, you can take a look at the following write-up to help guide you with utilizing your templates in QuickBooks Online as well as on what other information you can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have additional questions. I'll be available in the comments to assist you further. Have a nice day!

M

MMelchertAuthor

Thank you for your response but I do not believe you understand the issue I am having. We can assign the purchase order items to the customer / project as you have shown, however when you print the PO slip it does not show. So by looking at a printed PO there is no way to tell the project or customer it is associated with without looking un the PO in QBO.

It would be nice if you could add the customer / project to the PO (Sale Receipt) template.

On the attached image you can see the custom field I added which needs to be filled in manually when every PO is created in order to get some reference on the customer / project on the printed PO.