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Purchase Orders:
On screen, the PO shows both customer and job; however, printed copy only shows job. What field do I add to my custom PO, and how do I add it, to have both Customer and Job print on the PO?
Let's make sure to fix this so you customizations appears when printing the form, SBrown001.
The verify and rebuild tool helps find and fixes the most common data issues in QuickBooks Desktop. You can follow the steps below:
To verify your company file data.
To rebuild.
Once done, double-check if it's already printing the correct information. If you're still getting the same, I recommend reaching out to our support team so they can investigate further. They have the tools to pull up securely your account. In the meantime, you can try editing the customer/job name so it will show the correct information.
Additionally, you may also encounter errors in QuickBooks. This usually happens due to the random nature of errors. I've added this article so you'll know what steps to perform: Unrecoverable Error: General Troubleshooting Steps.
Let me know if you have any concerns about customizing the purchase orders. I'll always make sure to further assist you.
These steps did not resolve my problem, and I've been asked to check and see if a solution has been found. (NOTE: adding the customer name to the job level is not only redundant, but impractical with 400+ customers.
Glad to have you again, @SBrown001. I commend you for trying the steps provided by my colleague.
Now that we know it isn't due to common data issues, let's see if we overlooked any features that could have caused this problem. You may want to customize your Templates to view the details of your Purchase Order form.
From there, we can ensure that the next time you print the form, you'll have both Customer and Job printed on the PO.
To customize a template, follow these steps:
To learn more about using and customizing form templates in QBDT, please see this article: Use and customize form templates.
I’m just a post away if you need anything else. Have a great day.
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