Question

CREATING PURCHASE ORDER IN QB ESSENTIALS VERSION

Forum|Forum|3 years ago
April 24, 2023
9 replies
23 views

Why can't I create a simple PO in QB online essentials?

QuickBooks Online

Level 8

Good evening, @Pridepro1.

Welcome to the Community! I'd be more than happy to help you create purchase orders in your QuickBooks Online Essentials account.

Have you turned on the purchase order feature? This feature allows you to create PO's and more. Here's how:

Go to the Gear (Settings) icon in the top right-hand corner.
Choose the Account and Settings option under the "Your Company" column.
Tap the Expenses tab.
Press the Pencil (Edit) icon in the Purchase orders section.
Turn on the User purchase orders option.
If you want, enter up to three custom fields and a default message for vendors. These are optional.
Click Save and then Done when ready.

For more details about PO's, review this guide: Create and send purchase orders in QBO.

This should do the trick. If you need any more assistance, don't hesitate to ask. Have a great day!

W

WPLOGO

There is no edit (pencil) in the Purchase Order section! It is requiring an upgrade. This is ridiculous! Purchase orders are essential and should be included in Essentials version.

Rubielyn_J

Level 8

As others have commented, purchase orders are an essential part of basic business. Paying extra for them is not an option. I will just have to use estimates for purchase orders. Please tell your program developers to revise essentials to include a simple purchase order. Thank you.

Thanks for getting back to this thread, @Pridepro1.

I can see the importance of having the option to create a purchase order on all versions of QuickBooks Online.

In light of this, I recommend submitting a product suggestion directly to our software engineers. Your ideas and insights are valuable to us, and we are actively collecting feedback. For specific instructions, you can refer to the information provided by my colleagues earlier in this thread.

Here's how:

Go to the Gear icon at the top.
Click Feedback.
Enter your comments or product suggestions.
Then choose Next to submit feedback.

For now, you set up estimates for purchase orders. For more information, you can check out this link: Create and send estimates in QuickBooks Online.

To help personalize sales forms in QBO, you can review this resource for your reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Thank you for your patience while we work on this. Feel at ease to get back to this thread if you have other concerns with QuickBooks. I'll be more than happy to help. Please take care.

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