EDIT BILL TEMPLATE?

I appreciate your interest in editing columns in Bills within QuickBooks Desktop, @shannon54. Matching those columns to your vendor’s bill format would save time and simplify your workflow, which is a great idea.

I suggest exploring third-party tools in QuickBooks Desktop (QBDT) by visiting this website: http://desktop.apps.com/. This way, there might be apps that offer flexibility when it comes to automation and customizing vendor bills. You can also utilize the Memo field to fill in other vendor data within QBDT's Bill window.

While adjusting or customizing the column layout for Bills to match your vendor’s format is unachievable, I recommend sharing this suggestion with our team. We’re always looking to hear from customers that help us shape future updates. Here's how:

1. From within QBDT, go to Help.
2. Hover to Send Feedback Online and then select either Product Suggestion or Help System Suggestion.
3. Fill in the fields.
4. Click Send Feedback.

For thorough information on customizable templates for transactions in QuickBooks Desktop (QBDT), please refer to this article: Use and customize form templates.

You can also find running customized Vendors & Payables reports like Unpaid Bills and Transaction List by Vendor helpful in the future in keeping track of your finances.

If you need more assistance with bills or have other questions, we’re here to help anytime.

I would also like to know how to customize the VENDOR BILL template. I've followed the instructions to go to Lists>Templates but there is nothing listed for a VENDOR BILL, only for a Bill Payment (which also has lots of limitations). Every time I try to search or Google help on this, it just comes back to editing my INVOICE template. I don't necessarily need it to match the design of my vendor's bill, I just need it to look halfway decent. 

I would be happy to post a pic/attachment, but this community page doesn't seem to work either. I'm logged in but it won't let me add an attachment.

I have the same issue: why can we add MPN on POs, but when creating a bill, that information disappears?

Aslo, there is an option to enter the customer's job on the bill, but this is not showing in the PO. 

We should be able to edit the templates for the information displayed on bills and POs. 

Please advise when to expect this update or how we can have a work around. 

Thanks

Hi there, Araceli.

When you add Manufacturer Part Numbers to Purchase Orders, they are not mapped to transfer automatically when you convert them to Bills. As of now, QuickBooks Desktop does not have a built-in feature to transfer MPN from POs to Bills directly.

Currently, POs in QuickBooks Desktop are designed primarily for vendor-related transactions. The reason there is an option to enter a Customer Job on the bill is that QuickBooks allows tracking costs at the job level when inputting bills for costing purposes.

As a workaround, you can manually add the MPN in the Bill page or export the PO and Bill to Excel for additional customization.
 

Here's how:
 

1. Go to the Vendors menu.
2. Choose Enter Bills and select the vendor for the bill.
3. Fill in the bill details, including the date, amount, and items. If applicable, click Select PO to pull items from a Purchase Order.
4. Edit the Description field in the Item details section and manually type the Manufacturer Part Number (MPN) for each relevant item.
5. (Optional) Go to Lists and choose Item List.
6. Below, click the dropdown menu next to Item and choose Customize columns.
7. Find the MPN in the Available columns, highlight it, and click Add
8. Once done, click OK.

At this time, there is no specific timeline for when this feature might be implemented in QuickBooks Desktop.

If there's anything else we can assist you with, don't hesitate to reach out.