Welcome to the Community forum, jwock! Congratulations on your successful transition from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).
You can manually enter the PO# when creating an invoice, as QBO currently doesn’t support auto-populating custom fields in transactions. If you’d like to suggest this feature, please send feedback through your QBO account. Here’s how:
- Go to the Gear icon at the top.
- Select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
As for tracking customer POs against invoiced amounts, the system doesn't have a specific feature for tracking the total value of a customer PO against invoices automatically. Instead, you can create a custom report to help track invoices related to a specific customer and manually compare those against the original PO amount.
Also, please note that QBO doesn't include a built-in calculator for entering expenses or transactions. You might consider using a separate calculator app for your computations before inputting them into QuickBooks.
If you need assistance recording invoice payments, I have a helpful resource for you: Record invoice payments. It’s easy to follow, so feel free to check it out anytime.
Visit us again if you have further questions.
