Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
kevincessac
Level 1

How do I edit the purchase order form?

I have made custom versions of our other forms but do not see the PO form is the list of Custom form styles. Is there a way to edit the purchase order form?
3 Comments 3
Adrian_A
Moderator

How do I edit the purchase order form?

You're correct. The Purchase Order is not in the list of forms to be customized, kevincessac.

 

In the meantime, we're unable to customize this form. The purchase order format comes from the Master form type under Custom Form Styles. With that said, I'll personally share this product idea with our Development team. They will analyze this feature and may be added to our updates.

 

I'm adding these articles to find out how purchase order works:

 

 

Let me know if you still need my help. I'm just around.

QBpatr
Level 1

How do I edit the purchase order form?

I just upgraded to PLUS for the express purpose of issuing purchase orders in QBO.  Unfortunately I cannot edit the purchase order form , nor do I see how to number the purchase order form, which is critical.  Please respond.

JenoP
Moderator

How do I edit the purchase order form?

Hi there, QBpatr.

 

As previously shared in the previous response, we're unable to customize Purchase Orders at the moment.  We're collecting similar feedback and we'll be sending a feature request about this to our product engineers.

 

You can also follow these steps to enable transaction or purchase order number:

 

  1. Click the Gear icon and select Account and Settings.
  2. Proceed to the Expenses tab and click Purchase Orders.
  3. Check the box for Custom Transaction Numbers.
  4. Click Save, then Done.

Lastly, you'll want to run these reports that can help you review your POs:

 

  • Open Purchase Order List
  • Open Purchase Order Detail
  • Purchases by Product/Service Detail
  • Purchases by Supplier Detail

Follow these steps on how you can run these reports:

 

  1. Go to the Reports menu.
  2. Proceed to the Standard tab, then go to Expense and suppliers section.
  3. Open the report by clicking on it.

Let me know if you still need help when creating transactions in QBO. The members of the forum are always here to offer our help anytime of the day.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us