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sale
Level 2

How can i edit or change my Purchase order template in QBO Plus

 
8 Comments 8
MaryLandT
Moderator

How can i edit or change my Purchase order template in QBO Plus

Hi there, sale,

 

The option to edit or change the template of your purchase order (PO) is not available in QuickBooks Online (QBO) Plus and other versions of QuickBooks.


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

 

Let me show you how to do it:

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

To learn more about how purchase order works in the system, check out the Create purchase orders article for additional information.

 

Let me know if you need anything else, and I'm always right here to help you out.

engyau
Level 1

How can i edit or change my Purchase order template in QBO Plus

1.How to move down the footer note to bottom?

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Fiat Lux - ASIA
Level 15

How can i edit or change my Purchase order template in QBO Plus

@engyau 

PO template in QBO is rigid. You may consider having another app as a workaround like tis one

 

PO_2 Incodocs.jpgPO_3 Incodocs.jpg 

Go2Safety
Level 1

How can i edit or change my Purchase order template in QBO Plus

I am using QB desktop Remotely but can not find the Gear Symbol 

How can I locate it ?

 

Nkovalt027
Level 1

How can i edit or change my Purchase order template in QBO Plus

So purchase orders will not print a SKU???

Adrian_A
Moderator

How can i edit or change my Purchase order template in QBO Plus

SKU can be included when printing purchase orders, Nkovalt027.

 

I'm here to help you achieve this goal. Let's ensure that the SKU field is ticked on the sales form so it can be added when printing transactions. 

 

Here's how:

 

  1. From the Gear icon, select Custom form styles.
  2. Locate the form that you want to use.
  3. Under ACTION, click Edit.
  4. Go to the Content tab.
  5. Click the edit icon in the middle section.
  6. Tick the SKU box.
  7. Click Done.

 

I've added this screenshot as your visual guide:

 

 

Moreover, I've added here an article that guides you in adding purchase orders to expenses or bills: Record a bill or expense after your vendor accepts the purchase order.

 

Keep me posted whenever you have concerns about printing purchase orders.

DLo27
Level 1

How can i edit or change my Purchase order template in QBO Plus

Another useless reply from QBO support. Your illustrated solution does NOT exist FYI.

MarkAngeloG
QuickBooks Team

How can i edit or change my Purchase order template in QBO Plus

Hello there, @DLo27.

 

I understand the importance of printing your purchase orders with SKU included. Let me shed some light on printing SKUs in PO. SKU for a purchase order is for tracking purposes in QuickBooks Online only, and it won't appear when you preview or print it. However, I have a workaround that can help you otherwise.

 

While this option isn't currently available in QuickBooks Online, I recommend using a third-party app that can include SKU when printing purchase orders. Here's how to search for third-party apps in QBO:

 

  1. On the left menu, hover over Apps and select Find Apps.
  2. Use the search bar to browse for apps that can help include SKU in a purchase order.

 

Moreover, I also recommend sending feedback directly to our product engineers for consideration in future updates. 

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

Furthermore, you can learn how to add an accepted purchase order to a transaction for your vendor in QuickBooks Online. 

 

If you need further assistance besides printing a purchase order with SKU included, feel free to leave a reply. I'm always here to help.

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