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Donna_
Level 1

Purchase order numbers - How to change

Hi, 

Is it possible to change the purchase order sequence in QB online? Please advise of any settings changes to achieve this. I see no way in the PO or settings to change this and we would prefer to use our number sequencing format. Many thanks 

 

Solved
Best answer April 21, 2020

Accepted Solutions
ShiellaGraceA
QuickBooks Team

Purchase order numbers - How to change

Hello @Donna_,

 

You'll want to enable the custom transaction number from the settings. Let me guide you through the process.

 

  1. Go to Gear, then Account and Settings.
  2. Choose the Expenses tab.
  3. Click the Pencil icon in the Purchase orders section.
  4. Mark the box next to Custom transaction numbers to turn on.
  5. Hit Save and then Done.

I've added a screenshot below on how it looks like to use your number format.

 

You can also check our page about creating purchase orders in QuickBooks Online for your reference.

 

Please don't hesitate to comment below if you need help with anything else. I'll be around to assist you. Thanks for coming in today and have a safe week ahead.

 

View solution in original post

2 REPLIES 2
ShiellaGraceA
QuickBooks Team

Purchase order numbers - How to change

Hello @Donna_,

 

You'll want to enable the custom transaction number from the settings. Let me guide you through the process.

 

  1. Go to Gear, then Account and Settings.
  2. Choose the Expenses tab.
  3. Click the Pencil icon in the Purchase orders section.
  4. Mark the box next to Custom transaction numbers to turn on.
  5. Hit Save and then Done.

I've added a screenshot below on how it looks like to use your number format.

 

You can also check our page about creating purchase orders in QuickBooks Online for your reference.

 

Please don't hesitate to comment below if you need help with anything else. I'll be around to assist you. Thanks for coming in today and have a safe week ahead.

 

View solution in original post

Donna_
Level 1

Purchase order numbers - How to change

Thank you for your reply. It looks like my user access does not allow me to see the pencil to edit. I'll pass on the instructions to get the changes made. 

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