Create purchase order with multiple classes

Hi there, Susan1216. 

Allow me to share some information about creating purchase orders with multiple classes in QuickBooks Desktop (QBDT). 

You can customize Purchase Order Template to add a class to each item in the grid. Here's how:

1. Open the Purchase order and click Formatting beside Main. 

2. Click on Custom Purchase Order Template and click Additional Customization at the bottom. 

3. Select Columns and put a checkmark on the class and click OK.

I've added screenshots for your visual reference. 

To learn more about the class tracking feature, you can read this article: Set up and use class tracking in QuickBooks Desktop.

Keep your post coming if you need more help with creating purchase orders. I'm always around to help. Have a great day!

I am not able to add a class per your instructions. I cannot add a class to each item in the grid. The only place in a purchase order to add a class is in the header and applied to the entire purchase order no matter what items are added. See the jpg attached to the original question.

Hey Susan1216,

Thanks for reaching back out. Could you go ahead and add that screenshot for me? I do not see the jpg. Here is how to attach the image:

1. Hit the Reply button.
2. Locate the camera icon in the reply settings and click it. 
3. Select Choose file.
4. Locate and select the file.
5. Click Done.

That should do it! I am looking forward to that and assisting you further! See you soon.

I don't see class in the line item grid. I have attached screenshot. 

Hello there, @Susan1216.

We appreciate you sharing this information and working to find a solution. Let me help add a class to a line item while you're making a purchase order in QuickBooks Desktop (QBDT).

We can add the class in the column by customizing the template. Here's how:

1. Open the purchase order and click the formatting tab.
   
2. Double-click "Custom Purchase Order Template".
   
3. Then, click Additional Customization.
   
4. Tap Columns and put a checkmark on the class if you want to show it on screen or print. Then hit OK.

Once done, we can now see the class on the line item. Please see the screenshot below for visual preferences.

I've attached some articles below for additional reference: 
 

• Use and customize form templates
• Customize reports in QuickBooks Desktop 
   

That should point in the right direction today. Drop me a comment below if you have any other questions about customizing purchase orders or if you have any other questions about QuickBooks. I'll be happy to help you out.

This works! Thank you so much!

Appreciate the update, @Susan1216. 

I'm glad to hear that the steps provided by my colleague have helped with your issue. And thank you for sharing. It will greatly help other customers like you who are also trying to customize purchase orders. 

You may visit our Help Articles page to read different information that will guide you in future tasks.

As always, let me know in the comments below or by starting a new thread discussion if you have any other questions. Stay safe, and have a good one!