QuickBooks Online Expected Date on Purchase Order

You can create a Custom field for your purchase order to tailor the information specifically with your Expected Delivery Date in QuickBooks Online (QBO), lomontman. I would be glad to assist you with a detailed, step-by-step guide on how to set this up effectively.

In QuickBooks Online, custom fields offer users the flexibility to tailor their invoices, sales receipts, and other forms according to their specific business needs. These fields allow you to add additional information such as client project details, order references, or other relevant data, ensuring that all necessary information is captured in one place. Here's how:

1. Log in to your QuickBooks Online account.
2. Go to the Settings icon.
3. Select the Custom Fields.
   
4. Click the Add field.
   
5. Enter your preferred field Name (ex. Expected Delivery Date).
6. From the Data type drop-down, choose Text and Number.
7. In the Select forms, click Purchase Orders.
   
8. Once done, Hit Save.

Once you have completed all necessary steps, you can go back to the Purchase Order page. Please check the screenshot for reference.

Additionally, this resource tailors the sales forms and purchase orders more precisely to their business requirements by leveraging custom fields, thus enhancing the efficiency and effectiveness of their financial management and documentation processes: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Furthermore, I've shared this article that helps users efficiently run, customize, and interpret purchase order reports in QuickBooks Online, enhancing their procurement and vendor management processes: Run purchase order reports in QuickBooks Online.

By utilizing custom fields, you can effectively track and record the expected delivery dates for your Purchase Orders. If you have any questions or need further assistance related to QuickBooks, please don't hesitate to Reply below. We are here to help you!

That's helpful, but it seems odd that one cannot add a calendar field. They obviously exist in QBO, why the limited choose of data fields?

Currently, the option to directly add a calendar field for the expected delivery date in Purchase Orders (PO) in QuickBooks Online (QBO) is unavailable, lomontman. We appreciate your suggestion and take your feedback seriously. Let me guide you on how you can submit a product suggestion.

We value your ideas and recognize their importance in helping us enhance our platform. I encourage you to share your suggestion about incorporating a calendar field for the delivery date in POs with our Product Development Team.

Here's how you can submit one:

1. Navigate to the Gear icon in the upper right corner.
2. Under the Profile column, select Feedback.
3. Enter your feedback suggestion.
4. Click the Next button.

You can also stay updated on the latest developments by visiting Intuit's Product Updates webpage.

Lastly, you can refer to this article to generate a report that can help you manage your purchase orders effectively: Run purchase order reports in QuickBooks Online.

Our Community team is here to provide comprehensive support for managing your Purchase Orders in QuickBooks Online. Just click the Reply button, and we'll provide detailed and personalized support.