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WessexFM
Level 1

Customer statements

How do I add purchase order numbers to show on customer statements ??

 

Kind regards,

 

Richard

17 REPLIES 17
Rustler
Level 15

Customer statements

You can not, QB keeps purchasing and sales separate, and a customer statement deals with sales and payments

WessexFM
Level 1

Customer statements

Yes, you are correct, but you misunderstood the question.

 

Our customers issue a P/O for goods/services that we sell ie Purchase Order on sales side. It is this number we wish to show on statement.

 

Hope this is clear...

 

Kind regards,

 

Richard

TaliaI
QuickBooks Team

Customer statements

Hello WessexFM,

 

You are currently not able to edit statements on QuickBooks, and so cannot add any numbers onto the form. You can edit the email that is sent out to the customer in addition to the statement, and so could include the Purchase Order number within that email.

 

If this is a feature you would like to see implemented in future updates, please use the following link to leave feedback: https://feedback.qbo.intuit.com/

 

Thank you,

 

Talia

aduhamel9
Level 1

Customer statements

Adding the customer's PO number to their statement is something we need to be able to do as well.  That is the first thing they ask for!

ncw4566
Level 2

Customer statements

Hi

 

This would be massively helpful to us.

 

We have to use the Open Invoices report one customer at a time (having added the PO Number data field) then print as pdf and e-mail seperately.

 

All that is required is the addition of the PO number data field in the statement template.

 

It would save hours of work.

 

Statements produced in both Sage and Xero have this facility and I have been asking Intuit to do this since 2003!!!

GeorgiaC
QuickBooks Team

Customer statements

Hi ncw4566,

 

Thanks for sharing your feedback on this here, we'd be grateful if you could also leave a feedback request by going to the Cogwheel > Feedback within your account, this way it'll be submitted directly to our developers who are able to consider and implement such changes. 👩‍💻

ncw4566
Level 2

Customer statements

Hi

 

Can't seem to find a cogwheel!!!

Ashleigh1
QuickBooks Team

Customer statements

Hello Ncw4566, 

 

If you click onto the dashboard on the left-hand side navigation bar the main cogwheel will be at the top right-hand corner next to a bell and a person in a circle.

 

 

ncw4566
Level 2

Customer statements

Hi.

 

I am sorry but there is no cogwheel visible. Just My Profile, Notifications, Messages and Sign Out

Ashleigh1
QuickBooks Team

Customer statements

Could you send us a screenshot of the whole page please, so we can have a look at it thanks 

ncw4566
Level 2

Customer statements

 
Ashleigh1
QuickBooks Team

Customer statements

Thanks for the screenshot, you need to be logged into your Quickbooks account and you will then see the feedback option in the main cogwheel. 

ncw4566
Level 2

Customer statements

Our Product is Quickbooks Desktop.

 

 

Ashleigh1
QuickBooks Team

Customer statements

Right ok no problem there should be an option in the help tab

 

 

So Help > Send feedback online it will then ask you if you have a new product suggestion or leave a bug feedback

ncw4566
Level 2

Customer statements

Done

JOEBCO
Level 1

Customer statements

Amen. It is absurd that we can't include the customer PO# on statements and in the customer center screen. This is AP 101. For this reason alone I can't wait to move on from QB. Such a basic necessity in doing business with anyone that has a modicum of sophistication in their ordering process. The PO# is what binds everything together and QB has seriously missed the boat. My next companies certainly won't be using QB if they can't fix something as simple as this.

Fortiz0
Level 1

Customer statements

Quickbooks should have an additional column that would be for Customer Purchase Order. 

Transaction Column only includes the Invoice / Due date / Orig Amount of invoice OR allows for those items to be columnized instead of cluttered. Come on quickbooks we all pay good money to have a good software to use and run! 

 

 

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