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TPEG
Level 1

Customizing a Purchase Order

I want to add more fields to my purchase order form, and I do not see how to customize it.  Can someone help me?

 

1 Comment 1
Aldren18
QuickBooks Team

Customizing a Purchase Order

Thanks for dropping by, @TPEG. I'll ensure you can easily add more fields to your purchase order form in QuickBooks Online. I'll walk through the steps for a smooth process.

 

While QuickBooks Online (QBO) doesn't have an option to customize the purchase order, you can easily add more fields by going to the Custom fields.

 

Here's how:

 

  1. Go to the Gear icon and choose Custom fields under the LISTS section.
  2. Select the Add Custom field tab in the left corner.
  3. Enter a name in the Name field.
  4. Tick the Purchase Order checkbox.
  5. Turn on the Print on the form beside the Purchase Order checkbox to show the custom field on printed forms.
  6. Select Save.

 

I'll share this screenshot for your reference:

 
image.png

Additionally, you can visit this link to learn more about the reports you can use for your purchase orders: How to run purchase order reports.

 

Fill me in if you need more guidance in managing your purchase orders in QBO. If you need support handling your entries, paychecks, or anything else, comment back, and I'll be your backup.

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