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sales17
Level 1

Is there a way to add a PO (job name) when you create an invoice?

I don't use the PO option, I am just wanting to add a job name on the invoice for easy reference
1 Comment 1
ReymondO
QuickBooks Team

Is there a way to add a PO (job name) when you create an invoice?

Hi there, @sales17.

 

Yes, there is a way to add a purchase order field when creating an invoice in QuickBooks.

 

However, this feature is only available for QuickBooks Online (QBO) Advanced subscription. 

 

If you're using this subscription, then you can follow these steps: 

 

  1. Click the Gear icon and select Custom fields.
  2. In the upper-right corner, click Add field.invoicep.PNG
  3. Enter Purchase order in the Name field and select the Data type in the drop-down list.
  4. Choose the category for this transaction and select Invoice in the Select forms section.
  5. Once done, click Save.

po.PNG

If you're using a different subscription, you can use the DESCRIPTION field in your invoice to add the PO name.  

purchase order.PNG

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

In addition, you can run the Transaction List by Customer report in QBO. This will show you the list of your transactions (income and expenses) grouped by customer. Just go Reports and open the Transaction List by Customer report.

 

Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.

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