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Question

Why is there no Purchase Order under Custom Form Styles? I need a template for purchasing.

Forum|Forum|7 years ago
December 21, 2018
2 replies
9 views

No text available

QuickBooks Online

Level 6

Hello,

Have you made sure PO's are turned on? (picture below)

Account and Settings/Expenses/Purchase Orders

Yes we have been using Purchase Orders but I am trying to modify the Custom Form. The choices for a new form are Sales, Invoice or Estimate.

Level 7

This may or may not shock everyone. In QBO, they still don't have a customizable "Purchase Order" form style template.

I also heard DOCX file import for "Estimate" was not working either.

Nearly 1.5 yrs later and still nothing?

Level 10

Thanks for joining this thread, JPNG08.

We haven't received any updates about adding the purchase order (PO) option under Custom forms styles.

While you can only customize the invoice, estimate, and sales receipt in this section, here are the options and things you can do in your PO:

Add custom fields
Customize the transaction number.

I'm glad to guide you through the steps in customizing the tempale

Click the Gear icon then select Account and Settings.
Go to the Expenses tab, then click Purchase orders to expand it.
Select the boxes for your fields and custom transaction numbers.
Enter your message in the Default message on purchase orders box.
Click Save, then Done.

Learn how PO works and how to use it in QuickBooks Online through this article: Create purchase orders.

For now, you can visit the Product Updates page to know what's new and coming in QuickBooks. Feel free to explore available topics to learn the latest features in the system.

Should you need anything else, don't hesitate to leave a comment below. I'm always around to help you out.