Purchase Order Template

Good day, MMelchert.

To get this sorted out, you may need to ensure that the Projects feature is enabled from the Account and Settings section. Here's how:

1. Click the Gear icon in the upper right corner and choose Account and Settings.
   
2. From the left panel, click Advanced.
3. Scroll down to Projects and turn on this feature.
4. Tap Save and hit Done.
   

Once done, go back to your Purchase Order form and check the Customer / Project field from there. See the sample screenshot below:

For your reference, you can take a look at the following write-up to help guide you with utilizing your templates in QuickBooks Online as well as on what other information you can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have additional questions. I'll be available in the comments to assist you further. Have a nice day!

Thank you for your response but I do not believe you understand the issue I am having.  We can assign the purchase order items to the customer / project as you have shown, however when you print the PO slip it does not show.  So by looking at a printed PO there is no way to tell the project or customer it is associated with without looking un the PO in QBO.

It would be nice if you could add the customer / project to the PO (Sale Receipt) template.

On the attached image you can see the custom field I added which needs to be filled in manually when every PO is created in order to get some reference on the customer / project on the printed PO.

Thanks for updating the Community about this, MMelchert.

With an Advanced subscription, you can show specific information on printed purchase orders by using custom fields.

Here's how:

1. Use your Gear (⚙️) icon.
2. Go to All lists.
3. Choose Custom Fields.
4. Click Add field.
5. Enter a Name. This is where you can specify your customer and/or project.
6. Tick the Purchase Order box.
7. Turn on your Print on form option.
8. Select Save.
   

If you're not using QuickBooks Online Advanced, you can upgrade your subscription any time.

I've also included a detailed resource about working with custom fields which may come in handy moving forward: Create & edit custom fields

If there's any questions, I'm just a post away. Have a lovely day!

Thank you for your response. If you read both of my posts in full you will see I am both familiar and using custom fields. 

Custom fields are still a manual entry although they do appear to retain some memory of previously entered text. Also to my understanding, 3 custom fields is the maximum allowed in QBO. 3 fields allowed for all templates? Not enough. The custom field would be more useful if you could have it mapped to a database field such as "Customer / Project"

Quickbooks online really needs to consider allowing for a more robust level of customization in their templates. 

Maybe integrating SAP CR Reports with QBO is my answer. That's how I got what I needed from QBD. But again, it is another step in achieving something that should simple be automated and kept within the QBO interface.