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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?

5 Comments 5
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!

MK1978
Level 1

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

Hi

 

Just wondering if there has been any update on using the same customer in all line items in PO's.

As stated by others, it is extremely frustrating having to copy and paste the same details to every line.

Could there be a feature that allows you to copy the first line item (ie customer/ref # ) to all line items in the PO

jenop2
QuickBooks Team

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

Thank you for posting your question here, MK1978. I understand your interest in automating some of the data entry when creating purchase orders in QuickBooks Online to help improve workflow efficiency.

 

For now, you still need to manually select the customer's name on each line item when creating POs.

 

I see that automatically populating the customer name when creating purchase orders could definitely help improve workflows by reducing manual entry and saving valuable time. 

 

Having the system pull this information would streamline the entire process and would be a very useful enhancement if added to QBO's purchase order function.

 

I would suggest submitting a feature request to our engineers. Sending in product feedback and suggestions helps them understand the capabilities our users need for an optimal workflow.

 

Let me show you how:

 

  1. Go to the Gear or Settings icon and select Feedback.
  2. Type in your feedback or feature request.
  3. Click Next to submit feedback.

 

Please feel free to refer to these articles for additional information and guidance when creating POs in QBO:

 

 

You can always count on us if you need anything else when recording transactions or managing your business operations in QuickBooks Online, MK1978. We are always here as a resource if additional questions come up while utilizing QBO. Please don't hesitate to contact our team at any time - we are dedicated to providing the support necessary for you to maximize the value of the product.

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