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Search Purchase Orders by Description

Forum|Forum|5 years ago
February 18, 2021
6 replies
28 views

Hello,

Is there a way to do a quick report for all purchase orders by purchase order description?

There is no column to add in reports that pulls up this field.

Thanks,
Ben Butler

QuickBooks Enterprise Suite

Best answer by Angelyn_T

Hi, @bbutler1.

You can create a custom report of your purchase orders, then add the Memo column to look for them by descriptions. I can help on how.

Open your QuickBooks Desktop file, then head over to the Reports tab.
Select Transaction Detail from Custom Reports.
Add the Memo column under Display, then switch to the Filters tab.
Set the Posting Status to Either and the Transaction Type to Purchase Order.
Hit OK.
Set the Dates correctly, then click Refresh.

The PO descriptions are added under the Memo column.

For more tips about customizing the data or information on your report/s, you can open this article: Customize reports in QuickBooks Desktop.

Also, here's how you can save the settings/customization of your report for future use.

If you have any other questions about your reports or purchase orders, please let me know by adding a comment below. I'm more than happy to help. Cheers for more success!

Angelyn_T

Answer

Moderator

Hi, @bbutler1.

You can create a custom report of your purchase orders, then add the Memo column to look for them by descriptions. I can help on how.

Open your QuickBooks Desktop file, then head over to the Reports tab.
Select Transaction Detail from Custom Reports.
Add the Memo column under Display, then switch to the Filters tab.
Set the Posting Status to Either and the Transaction Type to Purchase Order.
Hit OK.
Set the Dates correctly, then click Refresh.

The PO descriptions are added under the Memo column.

For more tips about customizing the data or information on your report/s, you can open this article: Customize reports in QuickBooks Desktop.

Also, here's how you can save the settings/customization of your report for future use.

If you have any other questions about your reports or purchase orders, please let me know by adding a comment below. I'm more than happy to help. Cheers for more success!

B

bbutler1Author

Hi Angelyn,

I found that for purchase order with a different name and source name, this report works.

But for purchase orders that have the same name and source name, the memo field is pulling from the bottom left memo field on the purchase order.

Any idea how to get the description for ALL purchase orders?

Thanks,
B

MariaSoledadG

QuickBooks Team

Let me add some information on how to search Purchase Orders by Descriptions with the same name and source, bbutler1.

As mentioned by @Angelyn_T, the only way to do this is to create a custom report and add the details either on the description or memo field. The steps were clearly provided above.

You can also look for a third-party app that supports the feature and works well in QuickBooks.

For future reference, you can also browse some articles that you can find in this helpful link.

If you have any other concerns about purchase order reports, please let us know so we can further assist you. Stay safe!

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