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Teesa66
Level 3

Problem with Purchase Order Template

It's my understanding that Purchase Orders follow the format settings of the Standard / Master form. I've modified this form to suit our needs for the most part, but there is a bug...the Category is included in the Product/Services field even though I've unchecked the category box.  How do I report the bug or stop the category(ies) from printing? The manufacturer/supplier does not need this extraneous info...

 

I don't have any issues omitting the Category from the same Product/Services field on either the Standard/Master or my custom templates when printing invoices...

 

In addition, although I was able to move the QTY column location in the Standard/Master template and it works fine when printing an invoice, the column is in the wrong place on the PO....

 

Thanks in advance for any assistance!

3 Comments
GraceC
QuickBooks Team

Problem with Purchase Order Template

Hello there, @Teesa66.

 

At this time, editing your purchase order template is unavailable in QuickBooks Online.

 

QuickBooks only allows you to personalize your invoices, estimates, and sales receipts. The only thing you can do in your PO is to add custom fields, customize the transaction number, and enter a default message on the form.

 

Here's how:

  1. Go to the Gear icon.
  2. Click the Account and Settings, then select the Expenses tab.
  3. Select the pencil icon on the Purchase orders row.
  4. Click the boxes for your fields and custom transaction numbers.
  5. Enter your message on the Default message on purchase orders box.
  6. Hit Save, then Done.

For more detailed steps about how purchase order works in the system, you can refer to this article: Create purchase orders.

 

Keep me posted in the comments if you have any other questions.

Teesa66
Level 3

Problem with Purchase Order Template

@GraceC , thanks for the quick response! Let me point out, thought, that changes to the Standard/Master Invoice Template have a direct impact on the format of the printed Purchase Order. Not sure where I learned this (maybe the 2-day class?), but I've put it to test and have found this to be true.

 

Regardless, the bug issue still exists. Even though the Category box is NOT checked, the Category is still printing with the Product/Service Name and shouldn't be doing so.

 

How do I go about reporting this bug?

Joesem M
QuickBooks Team

Problem with Purchase Order Template

Thanks for getting back to us, @Teesa66

 

There are times that your default browser is filled with data and temporary files from previously visited websites, thus causing your QBO account to act weirdly. To isolate this, log in to your account using a private browser or an incognito window. Then, try to print an invoice.  

 

Use these keyboard shortcuts based on the browser you're using:

 

  • For Internet Explorer of Firefox, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works, proceed and clear the cache in the one that you're currently using. The steps vary per browser, check the following link on how to delete or disable cache and temporary internet files in your web browser. Once you're done, restart your browser for the changes to take effect. You can also use other supported browsers as an alternative. 

 

However, if the issue persists, I'd suggest contacting our Customer Support Team. They can pull up your account securely and further investigate this matter.

 

 Here's how:

 

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

 

Due to the outbreak, we have limited staffing and have reduced our hours to 6:00 A.M. -6:00 P.M. PT Mon-Fri and some products will only have chat support during this situation. Rest assured, we will resume normal hours as soon as possible.

 

If you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-Help.

 

Know that I'm always here if you have any other questions in QuickBooks. Take good care.

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