On the invoice, how can I change the heading "Tacking No" to "Purchase Order No"?

Hello there, simon33.

I'm here to ensure you're able to change the "Tracking No" heading to "Purchase Order No". This way, you can  comply with your customer's automation processing of invoices.

The Tracking number heading will be displayed in your invoice once the Shipping field is activated. You'll have to update your invoice template in the Custom form styles page and deactivate it. Then, add a Custom field for the purchase order no.

1. Go to the Gear icon.
2. Select Custom form styles.
3. Locate your invoice template, then select Edit under the Action column.
4. Choose the Content tab.
5. Click the Header section of the form.
6. Go to the Display section, then unchecked Shipping.
7. Click the Custom field section.
8. In the vacant field, type in Purchase Order No, then click the box beside it.
9. Select Done.

I've attached screenshots below for your reference.

After that, you can open an invoice through the +New button to check the update.

Moreover, you can personalise your sales forms to add information that matters to your business. QuickBooks Online has the tools to create attractive, professional-looking invoices, quotes, and sales receipts. To learn more about it, kindly refer to this article: Customise invoices, quotes, and sales receipts.

Please let me know if you have other concerns. I'm just around to help.

I've done all that you say but I do not get a +custom field section to click on ands I do not understand why, see the attached jpg

I have another way, Simon33.

Just follow these steps:

1. Click the Gear icon.
2. Select Account and Settings.
3. Go to the Sales tab.
4. Click the Pencil icon in the Sales form content section.
5. Under Custom fields, change "Tacking No" to "Purchase Order No".
6. Click Save, then Done.

Once done, try to create an invoice, the heading should be changed. 

Feel free to get back to us if you need more of our help. Keep safe! 

Still no custom field to select, see the attached jpg.

Hi simon33,

When checking the guide on adding custom fields to invoices, this is an additional feature limited to QuickBooks Online Plus or Essentials files. If you are using a QuickBooks Online Simple Start file, this feature is not available which may be why you do not see this option. If this is the case, you would need to upgrade your subscription. You can however still remove the Tracking Number field altogether by removing the Shipping field.

-Kass

I used up 3 custom field already. If BQ online allow customers to add more customer fields, then we don't need to ask change the Tracking # to another name. 

Hi 1204573025,

Thanks for joining the thread! As of the moment, we can only add up to 3 custom fields in QuickBooks Online Essentials and Plus. If you would like to add an existing custom field, we can do so by following these steps.

1. Go to the Gear icon and select Custom fields.
2. In the Actions column, select Edit.
3. Make your changes and select Save.

Please note that any edits you make will apply to all forms that use the field.

For your reference, you can also check this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Feel free to drop a comment below if you have any other questions with custom fields. Have a nice day!