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April 24, 2023
Question

CREATING PURCHASE ORDER IN QB ESSENTIALS VERSION

  • April 24, 2023
  • 9 replies
  • 25 views

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

9 replies

Level 8
April 24, 2023

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: 

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Choose the Account and Settings option under the "Your Company" column. 
  3. Tap the Expenses tab. 
  4. Press the Pencil (Edit) icon in the Purchase orders section. 
  5. Turn on the User purchase orders option. 
  6. If you want, enter up to three custom fields and a default message for vendors. These are optional. 
  7. 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! 

June 14, 2023

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.  

September 10, 2023

Rubielyn,

Thanks for responding.

Replying to your comment: , 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.

It's not necessary to suggest a product - whatever purchase order form currently offered in QBO would be great in QBO essentials.  No need to 'reinvent the wheel'.  

It is an easy fix if software engineers would just add 'purchase order' option to QBO essentials.  

I'm sure you will agree and hopefully you will suggest it to your software engineers!

Thanks for your time.  Barb


Couldn't agree more with this, how PO's are not part of essentials is ludicrous.  Xero includes it with all software versions.