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naterpotatershow
Level 1

I'm using QB self employed and need to add a client's PO# to my invoice. Is there a way to add a PO field?

 
3 Comments 3
Kristine Mae
Moderator

I'm using QB self employed and need to add a client's PO# to my invoice. Is there a way to add a PO field?

Let me help you get around your concern, Naterpotatershow.

 

We're unable to add a PO field. However, you can add the details in the description field. Here's how:

  1. Go to the Invoices tab.
  2. Click Create invoice.
  3. Fill in the necessary fields, then enter the PO number in the description field.
  4. Click either Email, Save, or Print

I'll also include the list of articles that can help you with managing your account: QuickBooks Self-Employed.

 

You're welcome to post in the Community if you have other concerns. We're just one post away. Take care!

naterpotatershow
Level 1

I'm using QB self employed and need to add a client's PO# to my invoice. Is there a way to add a PO field?

Thanks for your response! I do not see a description field. Just a place for customers info, products, and an invoice message.

jamespaul
Moderator

I'm using QB self employed and need to add a client's PO# to my invoice. Is there a way to add a PO field?

Hello, naterpotatershow.

 

I'll help you locate the Description field on the invoice template. I'll also throw in another suggestion where you can enter the PO number. 

 

To reiterate, the Description field is located right below the field where you add your products. Here's a screenshot to help you find it: 

 

desc1.PNG

 

Also, if you don't use the Invoice number field, you can enter the PO information there instead. Simply click the Invoice no. box under Invoice details. 

 

dec2.PNG

 

If you need more help creating invoices, feel free to use this article: Create invoices in QuickBooks Self-Employed

 

Ready to categorize your invoice payments for your taxes? Feel free to check this article: Categorize transactions in QuickBooks Self-Employed.

 

You're welcome to use this thread again if you have more questions with your invoices. If there's anything else I could do to make your Self-Employed experience better, I'm all ears. 

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