How do I add a purchase order box to my invoice?

Hi there.

You can add a purchase order field to your invoice transaction by enabling custom fields in QuickBooks Online, and I'm here to show you how. 

First, let's ensure that you have turned on the purchase order feature. Then, we can proceed to set up your custom fields.

Here's how:

1. Go to the Gear icon and select Custom fields.
2. Click the Add Custom field button.
3. Enter a name in the Name field, such as Purchase Order.
4. Toggle the All Sales forms or Purchase Order checkbox. Or, select both.
5. To show the custom field on printed and delivered forms, turn on Print on the form. Otherwise, it’ll only appear in QuickBooks Online.
6. Select Save.

After setting up your custom fields, you can now see the Purchase Order box field when you create or open an invoice.

You can also consider adding purchase orders to expenses, bills, or checks in QuickBooks Online.

If you have additional concerns in adding purchase order box field in an invoice, please feel free to reply below. I'm always here to assist you.

Hi there.

Hope you’re doing great. I wanted to see how everything is going about adding a purchase order box to your invoice concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

Hi, I have the same question don’t have the version of quickbooks that has custom fields. Is there any way to change the text of the “tracking no” field to purchase order? 

Hi @Stephlit29, you can only remove the tracking number but can't change it. Let me explain this more.

When handling an invoice, know that the tracking number can't be changed to a purchase order. To have a custom field when managing invoices, consider upgrading your subscription to QBO Essentials, QBO Plus, or QBO Advanced. These subscriptions offer the ability to create custom fields, providing more options to tailor your invoice management process to your specific needs.

To better understand how sales forms function at higher subscription levels, please refer to the following links:
 

• Add custom fields to sales forms and purchase orders in QuickBooks Online.
• Create and edit custom fields in QuickBooks Online Advanced.

On the other hand, you may also personalize your invoices to fit your business-looking standards. For a guide, check this reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

After managing your sales forms and still have other queries with any QBO related, let us know. We're here to assist. Keep safe.

When I go to custom fields the add fields button is faded and not accessible.

The Custom Field feature is available in the QuickBooks Online Essentials, Plus, and Advanced version. That said, this function is unavailable in other QBO versions, AGCDI. I can provide details on how you can utilize this function in your QuickBooks Online account.

Since the feature appears faded or greyed out, it indicates that this function isn't offered on your QBO plan.

Furthermore, if you are on a QBO Simple Start, you can upgrade to an Advanced version to take advantage of this functionality. You can see the complete steps here and navigate to the Upgrade Your Edition dropdown arrow: Upgrade or downgrade your QuickBooks Online edition.

Aside from that, do you want to tailor your invoices and make them look more professional? Let me introduce this article to you. Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, our expert team is here to offer tailored help with account linking, task automation, and effective bookkeeping methods to enhance your efficiency. For more details, see this page: QuickBooks Live Expert Assisted.

The Community is here to assist you with any concerns regarding functionalities in QBO. If you're looking for workarounds for tracking specific data tailored to your business needs, we're ready to help.