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LukeAtWork
Level 2

QBO PO customer/project field on individual PO line items do not auto populate

When I create a purchase order and select a customer from the ship-to field that customer is not automatically populated to each line item I add to the PO.  I have to manually select this customer again on each line item I add.  In QuickBooks desktop when you add an item it automatically populates the customer with the customer field from the selected customer for the PO.  This is super frustrating that I have to add this for each item on QBO, am I missing something?

3 Comments 3
RenjolynC
QuickBooks Team

QBO PO customer/project field on individual PO line items do not auto populate

Hello, LukeAtWork.

 

In QuickBooks Online, you will have to manually add the customer/project in each line item when you create a purchase order. If you want to use the same transaction, you can either copy or add it as a recurring template.

 

To copy, here's how:

 

  1. Go to Expenses > Expenses tab.
  2. Click to open the purchase order.
  3. Select More located at the bottom and choose Copy.
  4. Press Yes or No when you're prompted with the message Do you want to prefill this purchase order and overwrite your entries using values from this contact’s last purchase order?.
  5. Hit Save and close.

Please see this sample screenshot for a visual reference:

 

 

For creating a recurring template, you can follow these steps:

 

  1. Go to the Gear > Recurring transactions.
  2. Click New and and select Purchase order from the Transaction Type.
  3. Hit OK and set up the purchase order template.
  4. Press Save template when done. 

Please see this sample screenshot:

 

 

I'm adding these article for more details:

 

I'll be right here if you need more help with the process, or you have other concerns in your QuickBooks Online account. Take care and stay safe.

LukeAtWork
Level 2

QBO PO customer/project field on individual PO line items do not auto populate

@RenjolynC Thank you for the reply.  That is a big disappointment, our POs are never standardized and we are always ordering new things for new customers so there is no way to make a template or reuse the last transaction values.  Quickbooks desktop handled this so intuitively by automatically applying the customer to all lines on a PO, why are you making users reenter this data on each line?

Adrian_A
Moderator

QBO PO customer/project field on individual PO line items do not auto populate

I appreciate you for getting back to us, LukeAtWork.

 

I'll take note of your feedback and share it with our Developers. This way, they'll review your suggestions.

 

If you have other ideas that will help us provide a more user-friendly interface, don't be hesitant to let us know.

 

You can also visit our Blog for some product updates.

 

I'll be around if there's anything that I can help. Keep safe!

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