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Jmartz
Level 3

Is there not a place to put the Customer Purchase order number on their invoice? QB Desktop had that ability.

Am I missing something?  Or isn't there a spot on the Invoices in QBO to put the PO number that our customer sent us when they placed an order?   Just starting with QBO and in Desktop there was a spot on the invoice to add their PO# for their reference.

5 Comments 5
Just_me
Level 10

Is there not a place to put the Customer Purchase order number on their invoice? QB Desktop had that ability.

In my QBO Plus, there is a box that says P.O. Number next to the Billing address box.  It's right below Terms, or just above Product/ Service.

Jmartz
Level 3

Is there not a place to put the Customer Purchase order number on their invoice? QB Desktop had that ability.

Thanks for the Reply.  However my invoice screen looks like this:

 

Capture.JPG

ZackE
Moderator

Is there not a place to put the Customer Purchase order number on their invoice? QB Desktop had that ability.

Hi there, Jmartz.
 

If you're using a Plus, Essentials, or Advanced subscription, you can create custom fields for your invoices. This will enable you to include purchase order numbers on them.
 

Here's how:

  1. Use the Gear (⚙️) icon, then go to Custom fields.
  2. Choose Add custom field.
  3. Enter a name in your Name field.
  4. Tick its All Sales forms checkbox.
  5. If you'd like the field to appear on printed and delivered forms, turn on your Print on form option. If this is left off, the field will only be visible while in QuickBooks.
  6. Select Save.


I've also included a couple detailed resources about managing custom fields and subscriptions which may come in handy moving forward:

 

I'll be here to help if there's any questions. Have an awesome day!

Jmartz
Level 3

Is there not a place to put the Customer Purchase order number on their invoice? QB Desktop had that ability.

That is very disappointing since I'm using Simple Start.   That is just a very basic thing that should be available to any invoice.   The more I get into QBO the more I find that I don't like.

Darania
Level 1

Is there not a place to put the Customer Purchase order number on their invoice? QB Desktop had that ability.

Intuit has a corner has a track record for abusing, milking and taking advantage of their customers regularly like this.

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