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Rasa-LilaM
QuickBooks Team

Purchase order and statement templates

Thank you for joining this thread, PJs Biz.


I recognize the importance of being able to customize statements and purchase orders. This lets you add information that’s important for your business.


We look into our customers’ needs, which is to provide the best experience when using QuickBooks Online (QBO). I encourage submitting feedback about the feature mentioned above directly to our engineers. Your suggestions and ideas will guide them to which area in the product needs enhancements and consider for future updates.


Here’s how:

 

  1. Open your company, and tap the Gear icon in the upper right to choose Feedback under Profile.
  2. In the Feedback window, enter your product suggestions.
  3. Click Next to submit.


In the meantime, check the links below for additional resources. These articles will guide you in setting up custom fields on purchase orders or sales forms. You’ll also learn about customizing statements as well as ways to view one.

 


Also, our self-help articles contain topics that will help you manage your taxes, reports, payroll, and customer or supplier activities smoothly. Make sure to click on the link for the one you wish to view, so you can see the complete details.


Keep in touch if you have additional concerns about customizing statements or purchase orders. I’ll jump right back in to get this taken care of for you. Have a good one.

Zach99
Level 1

Purchase order and statement templates

I am just curious if QBO realizes the importance of having this function.

 

Our business needs do not require that we print our POs because we don't order from many local sources, but I also cannot modify the section at the bottom which has an "Approved By" and "Date" lines. So because I cannot modify this portion, and there isn't a way to print/sign/upload and send a signed version, we just send POs which appear as though they are technically not approved.

 

Are you serious with this?

IntuitAika
Intuit

Purchase order and statement templates

Hi Zach99,

 

Thanks for joining the thread. I understand the importance of being able to modify your purchase order template in QuickBooks Online however this is not possible yet. We do receive requests regarding this feature, and our product engineers are already aware of this. They are looking forward to having this feature, but we can't give an exact turnaround time yet as to when this will be available.

 

The more feedback we get regarding a feature, the more likely it is to be implemented so I would also encourage submitting your own feedback by going to Gear icon in your QuickBooks Online file.

 

If you have other concerns with purchase order, I'm here to help you out.
 

rinoproducts
Level 1

Purchase order and statement templates

3/7/2023 sku still not showing on printed forms.  How difficult is this for a programmer??

SirielJeaB
QuickBooks Team

Purchase order and statement templates

Hi there. I understand the value of carrying out QuickBooks functions without experiencing any challenges.

 

I know you have some features in mind that you'd like to use with your QuickBooks Online account. Rest assured that we're doing everything possible to help you run your business efficiently with QuickBooks Online.

 

The SKU numbers will show in the transactions. However, these won't appear on the printed forms. I suggest submitting feedback about this feature directly to our software engineers. When prioritizing feature development, we keep a careful eye on the thoughts and recommendations of our customers.

 

Here's how to send feedback:

 

  1. Click the Gear icon at the top.
  2. Select Feedback under Profile.
  3. Type in your suggestions, then click Next to submit.

 

Visit this article to learn how to add custom data, obtain insights through detailed reports, and create an additional custom field in your purchase order: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

We're always willing to assist you with any QuickBooks-related concerns. Just click the reply button below or post in the Community again. Have a nice day!

Zach99
Level 1

Purchase order and statement templates

I mean this thread is almost a year old. Do you really think the coders are working on it yet after so many suggestions?

 

It's a pretty weird business model to just completely ignore the opinions of your paying clients regarding functionality of the software to which they subscribe.

IntuitAika
Intuit

Purchase order and statement templates

Hi Zach99,

 

Our product team involved with integrating customer feedback in QuickBooks want you to know this feature is being looked at.

The more feedback we get regarding a feature, the more likely it is to be implemented so I would also encourage submitting your own feedback via the Settings icon in your file. 

 

We encourage you to keep an eye out on our blog site to stay updated with new feature rollouts in the near future.

 

Message us back if you have any other questions. we'll be happy to help. 

Sproutstone
Level 1

Purchase order and statement templates

I can see the request to be able to customize statements & purchase orders has been made years ago (in the US community). And still not actioned. QBO I have a frustrated client email me that this is a major flaw for them in the system. Please do something NOW!

AMOI
Level 1

Purchase order and statement templates

This first request was made back in 2019 and they are giving the same spiel about how important it is! 
Absolutely ridiculous...