Can I customize either my logo or my email address to make them both fit on the header of the purchase order template? Do I make logo smaller or can fields enlarge?

Hi there, Tam41. Yes, you can customize your purchase order (PO) template by going to the Custom Form Styles page in your settings to find a better fit. I'll be glad to guide you through the steps.

Use the Custom Form Styles feature to adjust the sizes of your logo and email address to make them fit on your PO header. Here's how:

1. Click the Gear Icon ⚙ at the top right.
2. Select Custom Form Styles under the Your Company section.
3. Make sure to choose the Standard template with the default form type to ensure it reflects on your PO transactions when printing.
4. Go to the Design tab.
5. Click on Make logo edits. You can adjust the Placement and Size of your logo, choosing between Small (S), Medium (M), and Large (L).
6. Still, in the Design tab, click on Select a different font.
7. Click the dropdown on the font size option. Choose from font sizes: 8pt, 10pt, or 12pt.
8. Save the changes by clicking Done.

On the other hand, if you want to change the email address:

1. Go to the Content tab located right beside the Design tab.
2. Click on the header section where your email address is located and make the necessary changes.
3. Rerun the PO to ensure the adjustments are reflected on the printed form.

By following these steps, you can customize your PO template to achieve a clean and professional layout.

Additionally, please feel free to refer to this article if you want to learn how to add an accepted purchase order to a transaction for your vendor: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

Furthermore, I'm also pleased to inform you that you can elevate your financial management with the help of our QuickBooks Live Expert Assisted team. They specialize in helping you transform your financial management and provide personalized advice for your business's specific demands.

If there’s something else you’d like to know or you need more assistance with your PO transactions, reach out anytime through the thread. The Community team is available around the clock to offer help.

This method did not cause any changes to my PO.  I am using QBO Plus . . . does this method work on QBO Plus?

Hi there again, Tam.

Yes, the steps provided by my colleague work with old QuickBooks Online Plus accounts. The changes will reflect once you click the Print button at the bottom of the Purchase Order (PO) window. Please see the sample screenshot:

I created a test account for QuickBooks Plus and experienced the same result. Therefore, the steps provided are unavailable for users who have recently signed up for the Plus version. Please share your feedback with our product engineers so they can consider reintroducing it in future updates and improve your experience.

Here's how:

1. Go to the Gear icon in the upper right.
2. Choose Feedback under Profile.
3. Type in your recommendation in the Share your feedback field.
4. Click Next to submit.  
   
   

Here's a reference article about making changes to your forms: Add, customize, or remove logos on sales forms.

Additionally, I'm adding this resource link that has guide steps that will help if you proceed in paying your orders: Pay Bills in QuickBooks Online.

Whenever you need assistance with the task process or guidance on what to do next, feel free to collaborate with our QuickBooks Live Expert Assisted team. These specialized professionals can help you with anything you need for your business.

We're always here to help if you have other questions about customizing your purchase order.

It seems mine is only applying to sales forms??  When I make changes to the Standard custom form style (under the Settings > Your Company > Custom form styles, under the Content tab, after clicking on the pencil for the header, these are the Form Names that appear:

Thank you for you input!

I appreciate you for providing a screenshot along with the steps you followed, Tam41. QuickBooks Online is primarily configured to customize sales-related documents. Allow me to offer further explanation below.

The customization menu for form styles primarily focuses on sales forms, as businesses often tailor these for branding and communication. Unlike older QBO accounts, we can customize purchase orders (POs) using the standard template, as mentioned by my colleague above. Please note that my colleague has added some information above. 

To accommodate your requirements, I suggest utilizing third-party apps that QuickBooks supports for customizing templates for various documents such as invoices, sales receipts, estimates, statements, purchase orders, and bill payment stubs or you can download your documents into a PDF file and edit to make necessary changes.

We can check out this resource on how to add custom fields to your sales forms and purchase orders in QuickBooks Online Plus, Essentials, and Advanced: Add custom fields to sales forms and purchase orders in QuickBooks Online.

For future reference on how to download and save sales forms and statements as PDFs in QuickBooks Online, open this article: Download and save sales forms and statements in QuickBooks Online.

Should you have any further inquiries about altering an existing form style in QuickBooks Online, please feel free to reach out. We are here to provide continuous assistance. Wishing you a wonderful day ahead