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Level 1

printing P.O. No. on customer statement

Our statements print the Memo line after the invoice # but how do we get the P.O No. to print? 

5 Comments
Anonymous
Not applicable

printing P.O. No. on customer statement

The details aren't configurable within QB.  If important, you can get this using our BRC A/R Statements Pro  app.

Level 1

printing P.O. No. on customer statement

Really!  How in heaven's name does a customer reconcile our overdue statements with the books on their side if our statement does not show THEIR PO NUMBER?

QB, PLEASE fix this!

QuickBooks Team

printing P.O. No. on customer statement

Thanks for following on this thread, @dorydan.


I can see how beneficial for your business to show the purchase order number on the statement. As mentioned by our previous user, the feature is currently unavailable.

 

You can consider using a third-party app to help add the transaction number on the statement. The Apps for QuickBooks Desktop site is a one-stop-shop for soft wares that’s compatible with the desktop version.


Use the Categories section or enter a keyword in the Search field to narrow down the process. Click on the View Profile to check on the app’s features and benefits.


I also want to make sure you’re in the loop about the latest enhancements and features rolled out by engineers. I invite you to visit the Firm of the Future site. From there, you’ll find resources to help run the business efficiently using QuickBooks.


Keep me posted if you have any other concerns or questions. I’m here to help and make sure you’re taken care of. Have a good one.

Level 1

printing P.O. No. on customer statement

Another 6 months and no PO# on STATEMENT.  I really do not want to buy a 3rd party app just so we can add a field to our STATEMENTS that should already be there.  Seriously, how can one expect a customer to pay from a statement if they can't even see what purchase order we are billing them for?

 

The INVOICE has it, why can't the STATEMENT have it?  This is so basic AND NECESSARY I can not believe QB doesn't have this functionality!

QuickBooks Team

printing P.O. No. on customer statement

Thanks for joining in this conversation, @kitchenaid.

 

Allow me to share some information about printing PO No. in QuickBooks Desktop. 

 

I understand your frustration and you don't want to get a third-party app. Rest assured, I'll take note of this idea because I know having a PO No. in the statement is a great advantage to your business. 

 

As a workaround, I'd suggest adding the PO No. information to the Description field so it appears on the printed purchase order. You can check out the screenshot below for your future reference. 

 

 

You can also send feedback straight to our engineering team. This way, you'll know the status of this feature. 

 

Here's how: 

 

  1. Go to the Help menu at the top. 
  2. Choose Send Feedback Online
  3. Pick Product Suggestion, then choose a Type and Area in the drop-down. 
  4. Type your concern in the box. 
  5. Enter your email address in the box so you'll be notified of the status of the request. 
  6. Tap Send Feedback

To help you stay current on all the program news and updates, see this helpful link: QBO Blog

 

For more details about how purchase order works for your business, you can read through this article: Create purchase orders in QuickBooks Desktop. I'd also recommend running any PO reports and customize them to help keep track of your vendor balances. 

 

Keep me in the loop if there's anything else you need. Keep safe!

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