Welcome to the QuickBooks Community, Steve!
QuickBooks has options to import or create templates for invoices and quotes. So far, these are the only transactions that have these options.
I think it’s a great idea to be able to put our style on purchase orders. I’m sharing this with our product engineers to make them aware that we like this option.
If you want to ask other things, give us a short reply below.
Hi Steve, thanks for getting back to this thread.
There's no option to create an invoice template using the mobile browser. You can access QuickBooks through a computer's browser instead to create it.
Here are the supported browsers in QuickBooks:
Using another template for the purchase order will not record the details of your vendor. This is because it's still a sales template even if the title is modified to Purchase Order.
I'm going to send this feedback to our product engineers and they might consider adding the option to create other templates especially for the purchase order where the vendor's details will be recorded on the template.
Let me know if you have additional questions or suggestions with QuickBooks.
Sorry I am not sure what you mean by ‘Creating another invoice template is intended for customers only’ I am a customer. I’m also not sure what the relevance or meaning is of recording the vendors details? In plain English I just want to change the title to purchase order on an individual basis just like I do with regular invoicing. Of course I can do this on a desktop, I do it several times a day.
I'd like to provide further clarification, Steve.
A purchase order is a vendor transaction. Though you've changed the invoice template's title into a Purchase Order, it'll still remain as an invoice. Thus, it'll show up in your sales transaction.
Yes, you can change the invoice title to a purchase order. You'll need to do this in MS Word and then import it into QuickBooks.
Every time you create an invoice and use the template, you can click Customise at the bottom. However, there's no option to do it in the mobile app. This is actually a good feature suggestion that I can send to our engineers.
Let us know if there's anything else that I can help you with. We got you covered!
Have now discovered the Billdu App! It allows for invoice, purchase orders order and other templates. I don’t understand why QuickBooks finds it so incredibly difficult to make are useful app. I know where I’ll be taking my business.
Thanks for following up about sending purchase orders through QBO mobile app.
At the moment, this feature is still unavailable. You'll want to consider using a third-party application that's compatible with QuickBooks to do so.
You can visit our QuickBooks Apps website and search for one through this link: https://quickbooks.intuit.com/app/apps/home.
In the meantime, you may log in to your QuickBooks company through a browser from your phone or tablet to send your purchase order.
For future reference, check out this article to learn more about adding and customizing fields to sales forms and purchase orders in QuickBooks Online.
Let me know if you need more help about sending sales forms to your customer. I'll be here to guide you more.
Thanks for joining the thread, Adam-Ads.
Adding a purchase on the QuickBooks Online mobile app is beneficial to you and any other business however this option can only be access on a web browser either on a computer or mobile device.
Feel free to send your valuable feedback by going to Gear icon and select Feedback.
Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks.
Also, you may check on this article on how to create and send purchase orders in QuickBooks Online.
You can get back to me by commenting below if you have any other questions about purchase order. I'm always right here to help you.
Hi Wondering in Wichita,
Thanks for sharing your concerns with us. At the moment, sending the purchase order in the mobile app is currently unavailable.
I understand the need for having this feature in QBO and this is a great idea to add in the program, so I'm personally taking note of this suggestion and send it to our developers. This helps them in deciding on what features might be added in their future product updates.
Furthermore, you can login on your mobile web browser to create and send your purchase order.
You can also check on this article for your future reference: Compare mobile app features.
I'd be here to get back and help if you have any other questions. Have a nice day!