How do I add the Items detail drop down on purchase order form?

A well-prepared purchase order in QuickBooks Online (QBO) ensures effective communication with vendors and acts as a legal document in disputes, Aysha. Let me guide you on how to add the Product/Service.

In QBO, a purchase order can contain item details from the Products/Services list or category details from your chart of accounts. To access this, enable the Product/Service option in your custom field settings and use the dropdown arrow in the Item Details section to view the P/S table.

Here’s how:

1. In +New select Purchase Order under Vendors.
2. Click the Gear icon in the upper right corner on the Purchase Order.
3. Select Customization on your Custom Fields.
4. Turn on the Product/Service.
5. After closing the Custom Fields, click the dropdown arrow for Item details.
6. Click the Add Lines button for Product/Service.

If the Product/Service table is still not visible, try opening a private browser window to reconnect your account. This helps identify if the issue is browser-related. Here’s how:

• Google Chrome, press CTRL  + Shift + N
• Mozilla Firefox: press CTRL  + Shift + P
• Internet Explorer: Press CTRL  + Shift + P
• Safari: press Command + Shift + N

If the Product/Service is visible in a private browser, consider clearing your regular browser's cache to resolve the issue.

Additionally, you can visit this article to gain further insights into adding an accepted purchase order to a transaction for your vendor: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

If you need further assistance with the Purchase Order or have any other QBO-related queries, please leave your concerns in the comments below. Take care and stay safe!