Is there a way to remove the lines Approved By and Date from the bottom of purchase orders?

Hey there, @jennifer3.

It's a pleasure to see you here in the Community. I'm here to share some information about customizing Purchase Orders in QuickBooks Online (QBO).

The option to customize/remove the lines Approved By and Date on the Purchase Order is currently unavailable in QBO. I can see how this additional options and functionality would be helpful for both you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

You can submit this from within your QBO account by selecting the Gear icon and Feedback or by going to the following link: QuickBooks Online Feature Requests. Please know that I'm going to submit feedback from my side as well.

Feel free to leave a comment down below if you have any follow up questions. I'll get back to you right away. Have a wonderful day!

I went on the QB Facebook page and through messenger spoke with QB person on PO issue. Ultimately there isn't a way to change the PO form or content in QBO. So lame. I don't know if this will work, but he said that in order to change the PO you must change the master invoice form. No where that I can see even references the Approval and date line which is crazy.  And no where to modify column widths which is another issue I have because description column only holds 17 characters, ugg! Anyway at the end of our convo he suggested I make a custom form in Microsoft word and upload it. I have no idea if this will do anything to PO, but will give a try.
Here is link he shared
Check out this website here on how to make a custom form in Word: https://quickbooks.intuit.com/community/Income-and-expenses/Import-custom-form-styles-for-invoices-o....

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@FritzF wrote:

Hey there, @jennifer3.

 

It's a pleasure to see you here in the Community. I'm here to share some information about customizing Purchase Orders in QuickBooks Online (QBO).

 

The option to customize/remove the lines Approved By and Date on the Purchase Order is currently unavailable in QBO. I can see how this additional options and functionality would be helpful for both you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

 

You can submit this from within your QBO account by selecting the Gear icon and Feedback or by going to the following link: QuickBooks Online Feature Requests. Please know that I'm going to submit feedback from my side as well.

 

Feel free to leave a comment down below if you have any follow up questions. I'll get back to you right away. Have a wonderful day!

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Hello there, @DallahReese.

Thank you for joining us in the Community. Allow me to help share some insights about customizing the Purchase Order template. 

The formatting style of the PO comes from the Master Sales form template. However, as what my colleague, @Fritz mentioned, there's no way to remove the lines Approved By and Date on the PO.

Also, to address your concern about modifying the column widths on the template, I'll show how to do it:

1. At the top right, click the Gear icon. 
2. Select Custom Form Styles.
3. Select the form template you wish to edit.
4. At the top left, select the Content tab. 
5. On the right side, click the Pencil icon in the second section of the template.
6. Click EDIT LABELS AND WIDTHS.
7. Adjust the Description width, then click Done. 

After that, open the transaction and make sure that the right template was selected. Click on the Print or Preview button to view the page and check the width before printing.

We're always looking for suggestions on how we can make QuickBooks even better and sending us feedback would be a big help. To send your comments and suggestions, just click on the Gear icon and choose Feedback.

For additional help, feel free to reach out to our Customer Care support to assist you further. They can use the screen share tool to help you get to a resolution quickly. 

Here's how:

1. Go to https://help.quickbooks.intuit.com/en_US/contact.
2. At the top right, select your QuickBooks version.
3. Select a topic.
4. Click on the Get Phone Number or Start a Message button.

That should point you in the right direction today.

Keep me posted if you have any other questions about customizing sales form templates in QuickBooks Online. I'll be happy to help you out. Wishing you and your business continued success.

Hello Devil

We appreciate what you are saying.The alternative of printing, filling in and then scanning in as an email attachment is currently the best option. The other option would be to put in the message to supplier the approval date and who has approved.You can add feedback here

I understand this is not the ideal solution if any other Community users wish to reply to this post with alternatives they are welcome to do this

Emma

Approved By and Date NEEDS to be removed from the forms ...in fact your whole invoice and estimate system needs a revamp ...easily the worst invoices I have ever looked at ..I use QBO because my bookkeeper uses it ....while I continue to use another software to produce the estimates and invoices I need ....pure junk ..

Is there any update/solution to this question?

I've signed up with QB online to go paper free. Seems counter intuitive to have to print something out, to sign, to scan back in. Having these lines here just creates confusion.

Hello, @ChrisGM.

When tracking goods and services you ordered, you can follow the Accounts Payable workflow in QuickBooks. 

1. Creating a purchase order.
2. Entering bills to received order.
3. Paying bills

Following this workflow, you'll no longer have to print and manually approved the purchase order. However, if you choose to print the purchase order, you can manually indicate who approve it.

I understand how beneficial it is to have the ability to toggle on and off the  Approved By and Date lines. At this time, the software offers the programs most commonly used invoicing features. That being said, our Developers frequently review this page to hear what users like you’d like to see added in future updates.

You can keep up with ways we're working to improve the program by checking out our QuickBooks Online Blog.

Also, you can always visit our Help Articles for QuickBooks Online in case you need some tips and related articles for your future tasks.

Drop your comments below if you have other questions with customizing the sales forms in QuickBooks. I'm always here to help.

This is one more reason I do not like the online version.  Desktop is much better!  It should not be difficult to change the template of anything automatically in the online version.  Approved By and Date should be an optional feature!

This is absurd! Why have an online software tool if you are still going to force people into bad business practices that violate GDP like sending a PO that looks unapproved because QBO included an approval line AGAINST the customer's procedures. This is the craziest part. $750 later and I still don't get to decide how I run my business. Customer should be able to control how their company is represented to their suppliers through POs and to their customers through invoices. I'll be checking out Freshbooks and other alternatives. I rarely see companies this tone deaf to customer needs. 

"Following this workflow, you'll no longer have to print and manually approved the purchase order. "

How does the workflow about processing billing mean you no longer have to print and approve the PO?? I need to send a PDF PO to my supplier. Does the dev team at QBO have a product owner with ANY experience actually doing the activities they are building for? 

Hi 2morses,

You can create and send the purchase order to your supplier through email. Let me walk you through on how to send the form.

1. Click Expenses on the left menu.
2. Go to the Expenses tab.
3. Select the purchase order that you want to send.
4. Under the Action column, click Send.
5. Provide the supplier's email address, click Send.

Also, since the ability to remove the Approved by option is unavailable, you can leave it as blank. Once the PO is approved, you can manually send another copy to your supplier with your name beside Approved by.

I'll also make sure to pass this along to our product team to let them know of your business needs. 

Here's an article for more information about creating purchase order: Create Purchase Orders in QuickBooks Online.

You'll want your purchase order to be copied to the bill. Just simply open the PO and click Copy to Bill besides the amount. For future reference, you can run reports in QBO to know the total outstanding bill amount: Run Reports in QuickBooks Online.

Let me know if you have any additional questions. I'll be one post away if you need help.

I'm looking for similar to remove the Signature/date field from Estimates/Quotations (I've change my Estimate template to a Quotation.

Seems it cannot be done. So more fuel for the request to be able to turn off (and on) as required.

Thank you for posting here in the Community, @Feanorq8.

Let me share some clarification about using estimates in QuickBooks Online.

The only fields you can modify are the ones you can find when customizing the estimate/quotation template. Currently, you can only customize the service date of your products and services (see screenshot below).

Also, you can try importing your own custom form style for your estimate. Here's how:

1. Go to the Gear icon.
2. Select QuickBooks Labs.
3. Turn on Import Style.
4. Go to the Gear icon and select Custom form style.
5. Choose Import style from the New Style drop-down arrow.
6. Select Estimate and click Next.
7. Follow the instructions until finish.

We appreciate your input on this feature related to the estimates. We always continue to improve the options and ability to customize further in QuickBooks Online, and this preference might be available in the future.

In the meantime, please visit our QuickBooks Blog to stay up to date with all the changes that are being made.

I've included the following articles you can use to handle estimates, like how you can customize and import your own custom form style:

• Set up and use estimates

• Customize invoices, estimates, and sales receipts in QuickBooks Online

• Import custom form styles for invoices or estimates

Please let me know if there is anything else I can do to help by clicking the Reply button below. Have a great day ahead.

Another vote for this feature and to customized the PO's in general like you can for invoices.  I see original post was November of 2018!  We're trying to look professional here for our Vendors in as few as steps as possible.  We're paying good money for crying out loud.

Yes I agree ...why is there a signature and date on a PO...and if needed for some people that is great but we need the ability to remove this as does not make any sense to the supplier when they receive this form...??

This must be customizable. Just remove it from the PO forms!

This post is almost a year old. There should be some movement on this please.

I would also like to remove the accepted by and date at the bottom of he estimate. It seems like there are a lot of people who would like to remove the wording and seems like a simple fix on QBO side. I don't understand why they can't do it. Ridiculous!

This isn’t what I want you to feel, @lauramason.

Allow me to share some steps to get around this issue. You’ll want to import your own custom form style without the Accepted By and Accepted Date field. This way, you can send an estimate to your customers without those fields. I’d be glad to guide you how:

1. In your QuickBooks Online (QBO) account, navigate to the Gear icon, and select QuickBooks Labs.
2. Turn on Import Style.
3. Go to the Gear icon and select Custom form style.
4. Choose Import style from the New Style drop-down menu.
5. Select Estimate and then Next.

You can also utilize this article for more details about the process: Import custom form styles for invoices or estimates.

Rest assured our engineering team is aware of this feature request and is working for ways in implementing this in the future. While we don’t have a specific time frame as to when this option will be available, I suggest checking our QuickBooks Blog page. There, you'll stay up-to-date on the latest news and updates in QBO.

Furthermore, let me share this resource that you can utilize for reference in case you need to add some details to your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I’ll be around if you have other questions about customizing estimates in your QBO account. Leave a reply and I swing back into action. Keep safe and take care!

This is a lot of work on my part. I'm not even sure how to set up my own template. I don't understand why QB can't make this a customizable field? 

OMG, another bonehead non-feature and UX blunder in QBO.   It is astounding how many dumb implementations I am finding as a new QBO user.  

It is essential to offer the user the ability to turn off the Approved By and Date lines that show up during the generation of the purchase order output. 

For the various reasons pointed out above over the past two years, Intuit get off your arse and fix this!

I have to say, this is one of the most stupid things i've seen. This is a digital system, yet there is no way to complete the approved by or date on the purchase order??? It is misleading and causes constant headaches. Suppliers read it and send it back for approval causing delays on time sensitive orders. We are a mobile business and can't drive back to the office to print the form to sign and send. I can't tell you the number of times I have gotten home (hours after placing an order) only to find that the supplier has not fulfilled the order as it is missing the approval ..... this is despite the fact that i write that approval isn't required in the notes or in the email. This needs to be removed NOW or an action button needs to be added to be able to actually approve it!! .... Just had another sent back for approval, meaning I have likely missed todays delivery THIS IS COSTING ME MONEY!

Further to my last, I see that this was first raised 2 years AGO and no action has been taken. This is an oversight in your software that should have been fixed immediately once the issue was raised.

I would also vote to have the ability to remove this Approved By and Signature lines from the PO. As of right now I am removing it using Adobe for any of those who are in need of a little work around.