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Hi there, @jerrypotc.
Thanks for joining us here in the Community. Let's get this address concern sorted out for you.
You can change the default billing address by going to the Company settings under the Address section. There you can update and check the Same as company address box to make sure the PO uses this information as your shipping address.
Here's how:
This way, you can update your company shipping address seamlessly.
I'll add this video article as your reference on how to update company information in QuickBooks Online: Edit company settings in QuickBooks Online.
Additionally, you can reference this article as your guide in creating purchase orders and apply it to a transaction: Create purchase orders in QuickBooks Online.
Please know that the Community is always available for you if you need further assistance. Take care always, @jerrypotc.
Thank you, I followed the instructions and when to edit my address in the company settings. However, this does not seem to be the address that is coming through on the PO in the ship to field. Few reasons I can tell
- My state is selected as "Texas" but on my ship to address it appears as 'TX'
- there is no place for me to select my country, but on my ship to address is appears as 'US'
is there somewhere else to change to ship to address?
Overall I desperately want to edit the entire layout of the PO but I cant seem to figure out how to
Thanks for the additional details, Sam12324.
Let me share about the shipping to feature and how Purchase Order (PO) works in QuickBooks Online (QBO).
First, I'd like to address your concern about editing the entire layout of PO, this option is unavailable. QBO only allows customizing invoices, estimates, sales receipts and other sales forms. You can only add custom fields, customize transaction number and enter a default message on your PO.
In line with that, QBO uses a default format for PO's. The system enters shipping to information base on the details entered in the Company Settings.
You'll want to consider looking for a third-party application that can help customize shipping to address on your PO.
We have QuickBooks App Center that you can visit to look for a third-party application that's compatible with QBO.
Another way is the Find Apps feature in your QuickBooks. Here's how:
You might be interested in learning more about customizing sales transactions through this article: Personalize invoices, estimates, and sales receipts.
The Community is always open if you have follow-up question while managing your PO's. Have a nice day.
If my company has two warehouse location, we have Quickbook online advance, with inventory module. Will the inventory module show inventory in different location?
QuickBooks Online (QBO) offers basic inventory functionalities, such as setting up location tracking to categorize data from different locations of the same company. I can share some details on this topic, Buyertrade.
However, managing inventory modules in different warehouse locations is unavailable within the program. I suggest finding third-party apps that you can integrate with your QBO account to address your needs with warehouse management features. Here's how to search for an app within the program:
You can also send a feature request to our Product Development Team to help optimize your experience. They can review your suggestions and consider adding them in the next update. Let me show you how:
For information about configuring your inventory in QuickBooks, check out this reference: Set up and track your inventory in QuickBooks Online.
Here are some helpful articles that you can refer to on managing inventories moving forward:
You can count on me if you have other inventory-related tasks. I always have the resources and information to share. Hit the Reply button below to provide your questions. Keep safe.
I see you posted "QuickBooks Online (QBO) offers basic inventory functionalities, such as setting up location tracking to categorize data from different locations, offices, regions, outlets, or departments of the same company." Thank you, and I will look into that.
Can you confirm how to put inventory in different location, is it by receiving PO? In that case, the PO will need to ship to different locations?
Thanks for getting back on this thread and adding some clarifications, @Buyertrade.
I'll confirm details about putting inventory in different locations in QuickBooks Online (QBO).
It's good to know that you're starting to take a deeper look into our location-tracking feature. Yes, I agree with using the Purchase Order to manage those inventories in different locations. Thus, you'll have to change the Ship To address from the PO.
To learn more about POs, you can visit this reference: Create and send purchase orders in QuickBooks Online.
Also, I'll add this link about the types of reports you can pull up to help you track your business, specifically your inventories: 7 types of inventory reports that help fuel business growth.
Keep me posted if you have more questions or concerns about your product and services. I'll be around for you. Have a great day.
Reading your link to "create and send PO forum", I still cannot create different locations for PO delivery.
I'll shed some light on creating different locations for purchase order delivery in QuickBooks Online (QBO), @Buyertrade.
In QBO, we can only allow one location per purchase order. That said, the option to deliver it to multiple locations is currently unavailable.
We value your insight and acknowledge the importance of such functionality for your business needs. That said, we encourage you to submit this suggestion through our platform. Rest assured, our engineering team reviews customer requests for consideration in future updates.
To do that:
Once the vendor accepts your purchase order, you can convert it as a bill or expense to link them together and maintain accurate financial records.
Stay in touch if you need additional assistance with purchase orders. Our dedicated team is here to support you every step of the way. Have a good one.
This no longer fixes our issue. The Purchase order section under Expenses has changed to Custom Fields which doesn't offer a Purchase Order template right now. I've already updated all company information in the settings first as well.
How do I fix the ship to address to populate correctly on Purchase Orders being generated?
Hi, @smarsiglia. Know that purchase orders don't offer another template. I have some additional about purchase orders in QuickBooks Online (QBO). I'll share it with you.
Purchase Order section in the settings contains options for custom fields, custom transaction number, and message. Note that we can only customize templates for your sales forms such as an invoice, estimate, and sales receipt. Furthermore, the Standard default template represents all your forms. If you make any edits to this template, QuickBooks will apply them to all your forms.
Moreover, the shipping address in the purchase order will be filled in automatically with the address from your company settings. However, once you select a customer, the address will be changed to their specified location.
In your case, since the correct address did not appear, I recommend starting with basic troubleshooting steps. The browser's cache can become filled and cause issues when working your QBO account. I suggest running QBO in a private or incognito browsing mode to help your computer run optimally and regain some storage space to continue working seamlessly.
See these keyboard shortcuts to open a private window:
If it's now showing, clear your browser cache to start over fresh. Alternatively, you can switch to other supported browsers to further isolate the problem.
On the other hand, you can now record the purchase order as an expense or bill once the vendor accepts the purchase order.
After managing a purchase order, post here for more questions about QuickBooks. The community forum is ready to assist you.
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