Welcome to the Community forum! @hello240. I truly value your need to include Purchase Order (PO) numbers in your QuickBooks Online (QBO) invoices, as it helps your business stay organised and avoid errors.
While the QBO Soletrader current system does not offer a specific field for including a PO reference number directly within your invoices, you can still capture this information by entering it in the product/service description field.
By doing so, the PO number will appear on your printed invoices, allowing you to share the information with clients or for recordkeeping. Let me guide you through this process.
Here's how:
- Open your QBO account.
- Click the +New icon and select Invoice.
- Enter the details of your transaction.
- Add the purchase order number in the description field.
- Select Save and close.
If your business relies on including this reference number in your invoices, you may want to consider upgrading to QBO Advanced or Plus subscription. These versions offer the ability to create custom fields that can be designated for PO reference numbers. This way, you can customise your invoices and align them with your business needs.
Alternatively, you can keep a manual record of the PO numbers and their corresponding invoices using spreadsheets or taking notes, for future reference.
When your customers pay your invoices, record those payments to balance your accounts. For the step-by-step guide, you can check out this article: Receive invoice payments in QuickBooks.
I hope the information provided helps your business to streamline the process of adding PO numbers to invoices, @hello240. If you need further assistance or have additional questions, please don’t hesitate to reach out. I'm always here to support you and look forward to collaborating with you again in the future. Bye for now!
