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Join nowno it is not possible to add a data field, however if you put the customer PO number in the memo block, that will show on a statement
Afraid that won't help me. I have to have the memo for the customers unit #.
Hi rdr,
Currently, customizing a statement is unavailable in QuickBooks. You'll want to follow the closest alternative mentioned by @Rustler.
I'll also make sure to pass this along to our product team to let them know of your business needs.
For future reference, in case you want to customize form templates in QuickBooks: Use And Customize Form Templates.
Post a comment below if you need further help. I'll always be around to assist you.
I asked for this feature over ten years ago now and was told it would probably be in a forthcoming release way back then. I've asked for it twice more since then. I cannot believe this feature, which is standard on every accounting package I've ever used or known, is still absent from Quickbooks Mac. My biggest client requires PO numbers on all accounting correspondence (which is not uncommon for large organizations). When I send them statements, I have to generate them by hand in a spreadsheet, so I can include invoice POs.
Ten years ago, my new accountant & bookkeeper requested that I switch to Quickbooks from Account Edge. I begrudgingly obliged. It wasn't until after the transition was complete that I discovered this major omission. C'mon Intuit! I'm a coder, and I know how minor this is to code. Just add one more field to the statement line items.
I've since discovered that a new memo field has snuck into the Invoice. It is not easy to locate. On a Mac, the field is grayed-out and hugging the bottom edge of the invoice window, outside of the active part of the invoice area. Even though it's grayed-out, you can still click into it and enter text into it. This field will show up on the statements next to the invoice number.
For me, this has proven to be as effective as the PO, which I simply copy/paste in. I just wish this had not been so difficult to locate. I feel a little stupid for not finding it sooner (I don't know how long it has been there). I'm not certain why Intuit did not just use the PO field, which is a standard way to do it, but at least there's an easy workaround now.
2 years later and this still isn't an option, sigh.
Ridiculous that this still isn't an option. It's the key piece of information for our customers.
Good thing they added payment reminders so we can automatically send a useless statement.
Just add the option! Why not?
Hi otoolea,
I can see how convenient adding a client's purchase order number to the statement could be.
While this option is still unavailable, I suggest sending this product suggestion to our developer's team. Here's how:
Furthermore, you can check this article if you want to personalize your sales forms: Use and customize form templates.
I'm always around if you have other concerns about creating purchase orders.
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