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JessT
Moderator

How do i customize purchase order format on QBO Advanced

Hi there, Joy.

 

Thank you for joining the conversation and sharing your sentiments about the Activity header name. I understand that you have your preference in terms of naming it, so let's submit that as feedback. This way, our engineers can make enhancements in future updates.

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion and click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

If there's any thing that we can help at the moment, feel free to go back to this thread. Have a good one!

Mike R12
Level 1

How do i customize purchase order format on QBO Advanced

+1 vote for customizable POs. Having to reenter all of our inventory items now to display better, hours of work....

 

*Former Intuit Employee

Mike R12
Level 1

How do i customize purchase order format on QBO Advanced

+1 vote for customizable POs. Having to reenter all of our inventory items now to display better, hours of work....

 

*Former Intuit Employee

celiarlisman
Level 1

How do i customize purchase order format on QBO Advanced

Please explain why last month I was able to customize a Purchase Order on my Quickbook online and I created a template for my company, however, now my template disappeared and I can't see the option to recreate. I called support and they said that is a Product Limitation, Quickbooks online can't customize Purchase Order. 

MelroseV
QuickBooks Team

How do i customize purchase order format on QBO Advanced

Welcome to the Community, celiarlisman.

 

In QuickBooks Online, only sales forms have a feature to customize. May I ask how you customized your purchase order? Did you use a third-party app? It would be much appreciated if you could tell us.

 

I recommend submitting a request to our product engineers through this, our engineers can consider adding the requested feature in future updates. Here's how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Check out the guides here if you want to run a report for your purchase order: How to run purchase order reports.

 

If you have other questions besides the purchase order, you can always click the Reply button. I'll be around to lend a hand. Keep safe!

celiarlisman
Level 1

How do i customize purchase order format on QBO Advanced

I'm also aggravated with the inability of Quickbooks to customize forms. We were using Quickbooks Online Plus, on July 2023, I was able to customize our Purchase Order. I created a template that Instead of Activity It showed - Parts, Price instead of Rate and Total instead of Amount. Also there was no Approved By or Date lines. On November 3023 I received a call requesting to edit the Purchased Order, which I tryed and I was unable to do it, even with the help. I was told that I shoud  concider upgrade to Advance, however, reading the discussions, seams like it is not possible either. I need someone in Quickbooks to resolve this issue, I can't send the Quickbooks forms as it is. 

Ethel_A
QuickBooks Team

How do i customize purchase order format on QBO Advanced

Thank you for getting back to us, @celiarlisman.

 

I understand you were advised that you can customize a purchase order form with QuickBooks Online Advanced. Please know that we can't customize a purchase order form in QuickBooks Online.

 

Thus, I strongly urge you to share your thoughts with our software engineers, as also mentioned by my colleague above. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

I'm also adding this article to help you manage your purchase orders in QuickBooks Online: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

 

Feel free to comment below if you need further assistance in managing your purchase orders. I'm always here to help. Have a great day.

Vero2022
Level 2

How do i customize purchase order format on QBO Advanced

Hi, I created a Purchase Order (PO) and QB populates an automatic number.  But I need to add a 3 letter acronym to identify each project.  For example Purchase Order 1005CDO or CDO1005.  How do I adjust that or is this a manual free hand entry that I would need to do after each PO has been created.  Thank you!

LeizylM
QuickBooks Team

How do i customize purchase order format on QBO Advanced

Hello there, Vero. I'm here to make sure you'll be able to add a 3-letter acronym to your Purchase Order in QuickBooks Online (QBO). 

 

Let's enable the Custom Transaction Numbers feature from the Account and Settings. This way, you can customize the Purchase Order (PO) numbers to include a 3-letter acronym to identify each project. 

 

Here's how:

 

  1. In your QBO account, proceed to the Gear icon. 
  2. Select Accounts and Settings
  3. Choose the Expenses tab.
  4. Click the Purchase Orders section.
  5. Turn on the Custom transaction numbers option.
  6. Once done, select Save and Done

 

Then, let's open the purchase order and modify the number to 1005CDO or CDO1005. 

 

 

I've added this article to learn moew about how to add accepted purchase orders to transactions for your vendor:  Add purchase orders to expenses, bills, or checks in QBO.

 

Keep your posts coming if you need more assistance in managing your purchase order in QBO. I'm always here to help. Have a great day. 

Edge RTLS
Level 1

How do i customize purchase order format on QBO Advanced

Yes I am in the same boat, I am creating a PO to a manufacturer that does not include their part number ???WTHeck??? How are they supposed to know what part I am ordering if I cant include part numbers without redoing my entire products page to include the part number in the "details" section

That does not make sense, your competition has this feature, as the largest out there, you should as well!!!

SC1523
Level 1

How do i customize purchase order format on QBO Advanced

December 20th 2023 and this is still an issue...

 

Pretty shocking to read through these comments going back years and nothing has changed with such a basic, important feature.

feedbackformuseless
Level 2

How do i customize purchase order format on QBO Advanced

Unfortunately Intuit sucks, and Intuit support staff should all be sacked as when they don't understand the question rather than find a solution all they do is post that pathetic excuse to register feedback.

 

I've even contacted the board of directors and got in touch with some snotty nose cow who then said that she wasn't going to correspond further and that the company weren't going to change their position on explaining why they'd remove the ability to customize invoices and purchase orders.

ballade4
Level 3

How do i customize purchase order format on QBO Advanced

Over two years later, and we are still unable to customize POs.  Meanwhile, Intuit employees are replying telling people to upgrade their subscriptions and Intuit Corporate is tooting its horn about planning to shutter QB Desktop and thereby force the entirety of that userbase to this vastly inferior product.  Clowns will clown.

businessMan1
Level 1

How do i customize purchase order format on QBO Advanced

Any update on this, its been almost 4 years now?

FateCandylaneT
QuickBooks Team

How do i customize purchase order format on QBO Advanced

I am aware of the difficulty you are in, businessMan1. 

 

I understand how beneficial this would be for business owners like you to customize and modify purchase orders in the online program. I'd personally want this feature to be available in my QuickBooks Online account. However, this is still accessible in the Advanced version.

 

Please know that due to high volumes of feature requests, product engineers are carefully examining customer feedback to help improve the program and provide convenience for you and your business.

 

I'll be sharing this guide to help you manage your purchase orders in QuickBooks: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

 

I appreciate your patience and understanding as we work towards improving our product. Just leave your queries below if you require additional assistance when managing QuickBooks tasks. I'll be around whenever you need help. Keep safe!

VMK
Level 1

How do i customize purchase order format on QBO Advanced

Quickbooks is a joke. Tried it many times and ended up cancelling it every time. Spent hours with support without resolving any issues. Worst software ever created. 

4Gal
Level 11

How do i customize purchase order format on QBO Advanced

@VMK 

You should switch to a new app immediately. Convert your data to QB Desktop file and use the trial version to access your historical data for good.

KellyLeko1
Level 1

How do i customize purchase order format on QBO Advanced

Hello, is customizing how a purchase order formats in quickbooks online close to being available?    It must be an oversight that this has been overlooked for so long.  Please get this fixed.   We should have the same ability to customize the column sizes the same as we do in Invoices.

RoseJillB
QuickBooks Team

How do i customize purchase order format on QBO Advanced

I understand how essential for you and the other business owners to have the ability to edit your Purchase Orders (POs) in QuickBooks Online (QBO).

 

I would also appreciate it if this particular functionality could be added to my QuickBooks Online account. As of now, it is only accessible in the Advanced version of the software.

 

We would like to inform you that our team has received a significant number of feature requests from customers like you. Our product engineers are working hard to carefully examine and prioritize these requests to improve our program and provide more convenience for you and your business. Since they are working on this internally, please know that we cannot provide a turnaround time regarding their efforts.

 

Moreover, I have a guide that I would like to share with you. It will help you with managing your purchase orders in QuickBooks. Add purchase orders to expenses, bills, or checks in QuickBooks Online.

 

As we strive to enhance our product, I am appreciative of your patience and comprehension. If you need any further assistance while handling QuickBooks tasks, feel free to leave your queries below. I'll be available to assist you whenever you require help. Please stay safe!

hlhart
Level 3

How do i customize purchase order format on QBO Advanced

There it is - the cut and paste answer we have been seeing for YEARS!  It isn't fixed because you are not even looking at it.  Stop with the canned responses, it only makes us more upset.

feedbackformuseless
Level 2

How do i customize purchase order format on QBO Advanced

We are all so sick to bloody of death of these STUPID AND IDIOTIC CANNED RESPONSES stop them immediately.  What you are saying is not what is happening, its bullsh*t and all it does is make everyone else very very very very upset.  YOU UNDERSTAND? ARE WE CLEAR?

Everyone, but everyone is very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset, very very very very upset!!!!!

ballade4
Level 3

How do i customize purchase order format on QBO Advanced

Amen!  Let's see this hit 100 likes - everyone who is getting a notification about this thread, please login and vote!

Edge RTLS
Level 1

How do i customize purchase order format on QBO Advanced

The really silly part of this is it should not be that hard for them to do this, they do it for the estimate, they do it for the invoice why cant they use one of those templates for the PO portion to give us the customization we want????

Its already done, cut and paste it!!!

Really question how you can be number one when you take this long to add a feature that you already have in place in other areas of your system!!

feedbackformuseless
Level 2

How do i customize purchase order format on QBO Advanced

Oh I have really bad news for you then I'm afraid my friend: THEY ARE REMOVING THE FUNCTIONALITY TO CUSTOMISE THE INVOICE AND ESTIMATE (I.E. THE UPLOADED WORD DOCUMENT CONTAINING TEMPLATE FIELDS) They arent replacing it with anything either, this means that all of my clients that have nice sexy invoices with terms and conditions etc on subsequent pages will be screwed.

I have caused merry hell about this, and got stuck with some snotty nose vache in the execs office called Candace that absolutely refused to escalate matters further to the board of directors of Intuit Inc.  I would encourage anyone that has issue with this to escalate an email to oopescalations[at] intuit[dot]com

hlhart
Level 3

How do i customize purchase order format on QBO Advanced

What is sad is that they are pushing everyone to Online.  Soon you won't be able to get Desktop in Pro or Premier without already having the software and it must be current.  If not you will not be able to purchase it anymore.  So many people I know don't want the online version.  And many accountants absolutely hate it.  

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