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lisa-2i-t-com
Level 1

Purchase Orders (Auto Numbering)

I turned on my Purchase Orders & at the same time, I have enabled the 'Custom Transaction Numbers'.

 

When I create a PO, it still is being assigned by Quickbooks on the PO. Adding a custom field just adds another field of info. 

 

I am not finding where I can add the # to start our POs with & disable the one that QB assigns.

 

Where do I go to do this? 

1 Comment 1
Jelayca V
QuickBooks Team

Purchase Orders (Auto Numbering)

Managing your transaction numbers in QuickBooks Online (QBO) is easy with Custom transaction numbers, Lisa. I’ll be more than happy to discuss this in detail so we can align your PO with your preferred numbering system.

 

When you enable the Custom transaction numbers feature, you have full control over the numbering of your Purchase Orders (PO). While QuickBooks displays a pre-filled number when you create a PO, you can click on that number field and overwrite it with your desired custom number.

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After you set your custom number, QuickBooks will remember the sequence for future POs, incrementing based on the initial number you provided.

 

Furthermore, you can learn how to add an accepted purchase order to a transaction for your vendor in QBO.

 

You can also check out this article for more insights about recording, editing, and deleting expenses: Enter and manage expenses in QuickBooks Online.

 

Our team encourages you to visit anytime or comment below if you require assistance with purchase orders and bills inside QuickBooks. We're also available 24/7 if you have other questions about the program. Keep safe.

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