Customise Purchase Order

Thanks for the reply Charles.

Firstly, who thought it a great idea no to be able to at least add a logo to a purchase order?

Secondly, I'm paying Intuit to supply me with the tools, not then tell me to go pay for extra subscription with a third party to do very basic things, like add branding to a purchase order? Intuit are quick happy to slap their own branding on send forms but the actual business is left out in the cold. 

Again, as I have said in other posts., This is VERY VERY basic stuff for businesses. Might be fine for Paul who runs the local hairdressers but for manufacturing businesses moving over from QBD isn't NOT adequate. 

Further to this issue. I actually had a customer call me yesterday asking why my purchase orders looks so terrible all of a sudden. Explained the situation that Quickbooks seem to this these templates are adequate. 

He said he was glad he asked as he was thinking of moving to QBO due to the forced closure of the desktop version. He's now going to move to Xero as he values his branding across his forms.

I'm sure he won't be the last. Intuit you really have to address these very basic requirement for companies or you'll lose so many, long term customers yourself. 

I have discovered that if you change the standard sales invoice template - it will randomly change the layout of your purchase order.

Hi, Please add our name to the list of users who need to be able to customise Purchase Orders with a logo and get rid of the 'Approved by and date' field at the bottom. Thanks. 

Me too - my client is NOT happy that he is stuck with the default purchase order.  Frankly it's sloppy and unprofessional looking.  How can you not even at least add a logo?

And purchase orders too.

This missing 'feature' has been reported constantly on here now for at least 3-4 YEARS. If you manage to find an old post from I think 2019, even one of the Intuit reps said it had been the most requested 'feature' When I found that thread I realised that Intuit will never fix it. Instead they are happier to have their devs add stupid things like double shortcuts to the menus. When I mean double shortcut do the following. Banking, click Banking in the actual main side menu, not the popout one. Guess what, it takes to you the same place as the Banking in the popout one AND the same place to the new shortcut you can now create in the side menu.

Priceless!

Having just moved one business (small one £100K TO) and about to move another (large one £2M TO) I am coming up with the same banking my head against a brick wall scenarios. It is plainly bonkers that us QBD users are forced to use a wholey inadequate QBO.

The same applies to delivery notes...... no signature panel or customer PO field present, both absolutely basic requirements of any B2B transaction I wouls say!..... might suit the ebay amazon business models who drop ship everything and never have to get signature as it is just left on your doorstep!

I think we should all send LinkedIn connection requests to any body senior we can find on the platform and then In-undate them we diatribe........ they clearly don't understand what businesses need!

@25 yrs and now thisExactly. I've been trying my best to get through to them (management) over the last 14-15 months or so. You may as well request a audience with the Pope, you'll have more chance of getting one.
They are delusional if they think QBO is any kind of replacement for Desktop.I've never seen any kind of engagment other than the USA based support team on and here, oh and their army or reply bots posting the same thing over and over again.

I moved both my businesses early last year and ran them both side by side because I couldn't trust QBO. Now that has ended I feel exposed to be frank. No ability to regularly download a backup is scary.
All these missing basics, which are pretty much all easy fixes, missing logos, extra fields etc. Up to about 18 months ago you could do all the custom field using XML template, but they dropped it in favour of going back to fixed templates. Obviously was too hard to invest money into the platform.

I have come to that conclusion too. looked at Zero.... but they don't even have a delivery note option!

I best check out Sage me thinks, as I am running out of time rapidly.

Mark

Totally agree with you, sack of **** this QBO is because I can't put the word in this post to describe how I feel cos it's banned !!! AAAAAAAAARRRRRGHHHHHHHHHHHHH

Bit the bullet, going with Sage Line 50 Pro desktop, not really any other option. Might cost a bit more and it will be a ball ache moving everything across, but long term it will be the right decision, not least they seem to understand the issue that QBW users moving to QBO are facing and hopefully won't discontinue it. UK based support too.

@25 yrs and now this 
Best of luck to you and well done and let's hope Sage don't discontinue you it as you say

I really don't think I could go through the stress of moving two businesses again. I may look at it after my year end in October. Just so I can tell Intuit where to shove it....

@Mark Armistead 

I say no more cos I know what you're saying Mark and the poor guy above

At the very least the POs need the SKUs showing.

I'm not sure who designed the PO template in the first place and omitted that data column, or who decided not to allow editing of the template, but these are two extremely basic - and obvious - requirements.

I also doubt that the OP marked this as resolved.

Like some of my posts that have never been fixed, I've found the Mods mark them as solved.

@klous-1 
Who on earth knows who designed it or have the hidious "Approved By" rubbish at the bottom....It's a website at the end of the day, so it's very easy to remove this as well as adding things/changing or allowing collums to be added etc

And no @Mark Armistead would never had clicked this thread as "Solved" being that he, like me and many others have created dedicated threads for customisation and basic requirements needed etc

I have come to the conclusion that anything posted on here will never be fixed or added to the point of having read another thread similar to this one, the guy was so fed up with PO customisation that he, like me have resorted to printing them to PDF, then having to manually edit them in Adobe to make them look half decent

What the heck is that all about, more time spent doing stuff you shouldn't have to do in the first place

Actually, I was able to include the Product code in our POs (as we have the product code saved in both the "Item Code" and "Product Name" (or whatever QBO calls it)).  See screenshot of editing Custom Form Styles (from the cog, top right).

And by clicking Show labels and widths you can change the template column widths a bit.

Our logo appears as well, I noted that some people says theirs did not.

Maybe not what you all need, but maybe it helps someone.

I haven't read this whole thread so apologies if this is discussed/obvious/unhelpful!

I was looking at doing exactly that when I first started with this mess. But, I just thought the invoices I managed to make look ok. I only needed an extra column for purchase order per line as typically, as many do, have multiple PO'd item on a single invoice. That left my suppliers PO's looking bare with no logo, which I've just learned to live with. Still pee's off that my customer statements have no logo and branding on them. I had to explain to my customer that Intuit are responsible and if any of them are also using QBD be warned that this will be the rubbish templates you too will look forward to if you swap to QBO.

Sad state of afairs.

Thanks I've tried that but the SKU/ITEM Code still doesn't appear on the purchase order (logo does) only the sales invoices.  Not being able to have separate template for Purchase orders is ridiculous.  

As with the frustration of most, I didn't perceive quickbooks would force desktop users to an inferior product.  

have you tried selecting the Product/Service option on the content tab on the default sales invoice layout? because I found this has the desired effect on the P.O

Yes, annoyingly the SKU does appear on the sales invoice but this isn't replicated on the PO.  All I am getting is the description.  

For some reason it looks like the SKU Is being recognised for sales items but the item number is not being recognised for purchased items.  

The fact an item has a description on a purchase order but is labelled as an activity on a sales order only adds to the confusion. 

ok, make sure Product/Service is ticked and Description is ticked - don't include Product/Service in the description and then next to the list of 'columns is a tab 'EDIT LABELS AND WIDTHS' choose that and change the label title 'activity' to what you want - I've used 'Airy classic' - I'm using QB for multiple companies and it seems to work on each for me. I know it's a nightmare! and don't get me started on stock valuations!