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Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

 
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Best answer March 08, 2020

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QuickBooks Team

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

I'll surely send this as feedback to our Product Development Team, Sombo. 

 

The option to specify which specific features and options we can grant to our users is unavailable. Your feedback are ways on how we can improve more. I'll attach this thread to be their reference in applying it to our future updates. 

 

For any updates on what's new with QuickBooks, we can visit our QuickBooks Blog. Any questions we may have, we can also use our Help articles that will give us more information and the detailed steps on what needs to be done. 

 

I'm here if there's anything else you need help with.

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Highlighted
QuickBooks Team

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Thanks for posting in the Community, @Sombo. It seems like you're experiencing a browser-related issue which is why some information isn't showing in the PDF pint. 

 

Let's use an incognito or a private browser to confirm the issue by opening any browser, then follow these shortcut keys to use an incognito window: 

 

  • Chrome simply press Ctrl + Shift + N.
  • Mozilla Firefox and Internet Explorer, press Ctrl + Shift + P.
  • Safari, press Command + Shift + N. Make sure you're using the latest version.

 

Check your PDF print and see if you can see all PO's Activity and part number, then follow the steps to clear your browsing data if it does. This will allow QuickBooks to load as a fresh page to remove any error messages or glitches that may be standing in the way of certain features.

 

Otherwise, try using another supported, up-to-date browser

 

Let me know if you need further assistance. I'm here to help you some more.

Highlighted
Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

I have another company running on a different account and it is showing. I am not sure what going on as the setting are the same. 

Highlighted
Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

I have tried to follow your guideline and it is the same result, I can share with 2020-03-07_162640.png 2020-03-07_162616.png 2020-03-07_162616.pngyou the screenshot. 

Highlighted
Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Here are the screenshot. 

 

2020-03-07_162640.png 2020-03-07_162616.png

Highlighted
Moderator

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Allow me to join the thread, @Sombo.

 

When printing a purchase order, the information will depend on the set up from the Standard template. I suggest going to the Custom form styles section to configure the setting and show the missing columns.

 

Here are the steps:

 

  1. Click the Gear icon in the upper-right corner and select Custom Form Styles.
  2. Search for the template with the Master form type.
  3. Choose Edit
  4. Go to the Content tab.
  5. Press the pencil icon in the center of the form. 
  6. Put a check mark on the columns you want to show from the purchase order.
  7. Click Done

After following the steps above, the missing information will now show when printing purchase orders.

 

For additional information, I've attached an article you can use to customize the Standard template further in the: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I appreciate you for taking the time to visit us here today, and I look forward to your response.

Highlighted
Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Hi,

 

Thanks for your response, you know that we do not want the customer to see our part number but we want our supplier to see the part number so it is easy to get the correct part. Any other way that we can go around with that? 

Highlighted
Moderator

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Thanks for getting back to us here in the Community, @Sombo.

 

When creating sales transactions, you have the option to decide what information to share with your customers. For your invoices and sales receipts, you can create a separate custom form excluding the part number.

 

While entering the invoice, make sure to choose the template by clicking the Customize option at the bottom part (see screenshot below).

 

 

Additionally, I recommend the following resource which has detailed steps on how to apply a purchase order to a bill: Apply a purchase order to a vendor transaction.

 

Please know that the Community has your back if you need assistance. It’s a place for you to connect with experts and peers. Wishing you and your business continued success.

Highlighted
Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

I understand and really helpful. This means that the accountant needs to change the invoice template every time they need to print it off for customers as the standard one will have activity but the customized one is not. 

Highlighted
Level 3

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Hi everyone,

 

We have restricted our cashier using the standard user level only, so they cannot see the customize when they want to change the invoice. The reason because we do not want them to see our financial report that belongs to the manager or owner of the company.

 

Highlighted
QuickBooks Team

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

I'll surely send this as feedback to our Product Development Team, Sombo. 

 

The option to specify which specific features and options we can grant to our users is unavailable. Your feedback are ways on how we can improve more. I'll attach this thread to be their reference in applying it to our future updates. 

 

For any updates on what's new with QuickBooks, we can visit our QuickBooks Blog. Any questions we may have, we can also use our Help articles that will give us more information and the detailed steps on what needs to be done. 

 

I'm here if there's anything else you need help with.

View solution in original post

Highlighted
Level 1

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Invoices are going out but not displaying descriptions of the job and invoice number so my customers cannot pay me without description of work complete.?

Highlighted
QuickBooks Team

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Thanks for joining this thread, @sito85.

 

I'm here to provide troubleshooting steps, so the description of the job and Invoice number will show up in the sales form. 
 

All of the information displayed in your sales form will depend on your template set up in QuickBooks Online. Let's make sure that the Description and Form numbers boxes are checked in the template you've used when creating the invoice. 

 

Here's how: 

 

  1. Go to the Gear icon located on the upper right side. 
  2. Choose Custom form styles, then chose the appropriate template. 
  3. Hit Edit, then select the Content tab and click the first box. 
  4. Put a check marked in the Form numbers box. 
  5. Tap the second box, then check the Description field. 

       6. Click Done

 

For more information, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Next, let's go to the Plus icon to create a sample invoice, then preview it to check if it's functioning well. 

 

Here's how: 

 

  1. On the invoice page, complete the needed information. 
  2. Hit the Customise button on the bottom part, then choose the template you've edited earlier. 
  3. Tap Print or Preview.

 

Once confirmed and the information still didn't show up, I'd suggest to let your customer do primary troubleshooting steps to isolate the problem. First, access the Gmail account or any app when opening the invoice via incognito to check if it's browser-related. These browses won't save any cache or history. 

 

Here are the shortcut keys: 

 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

From there, check the invoices if it's already functioning well. If it's work, return to your default browser, then clear its cache and cookies. This process aims to speed up your overall browsing experience and may clear up some room on your computer. Using other supported browsers is a good option too.  

 

If the issue persists, update the app your customer uses when accessing the sales form. 

 

Please browse through these articles about how to auto-generate email and send for overdue invoices. 

 

 

Let me know if you have follow-up questions. I'm always here to help. Have a great day!

Highlighted
Level 1

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

The PO without part numbers is almost useless since the supplier can't be sure about what is being ordered. Please, Quick books, this must be part of the form urgently! 

Highlighted
Moderator

PO once print to PDF does not show Ativity and part number but only show the description, can I turn it on somewhere? In actual PO it shows everything except PDF print.

Hello there, elignelli.

 

You may want to use the SKU or the Description field to add the part numbers of the item in the purchase order (PO). When using the SKU field, we'll need to turn on this feature from the setting. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Sales tab, locate the SKU and turn it on.
  4. Click Save. Then, Done.

 

When adding a product/service, make sure to add the part numbers in the SKU field when you create the item. You can also use the Description column if you want to.

 

For additional information and tips with the purchase order, you can check these articles:
 

 

Let me know if you have other questions. I'll be here to help in any way that I can.

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