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cdukservices
Level 3

Can I change a heading on a purchase order form? I want to change "HM Customs & Excise Registration No" to "Company VAT no" as the latter is up to date and understood.

 
Solved
Best answer July 15, 2019

Accepted Solutions
AlcaeusF
Moderator

Can I change a heading on a purchase order form? I want to change "HM Customs & Excise Registration No" to "Company VAT no" as the latter is up to date and understood.

Hello cdukservices,

 

I'm here to help provide information about the purchase order form in QuickBooks Online.

 

Right now, the ability to customise content from the heading section is only possible on an invoice, estimate, and sales receipt. For purchase orders, you could add or remove custom fields. Here's how:

  1. Click the Plus sign.
  2. Below Suppliers, click Purchase Order.
  3. Click the Gear icon in the upper-right corner.
  4. Add custom fields.
  5. Click the X mark.

 

 You can also use the memo or your message to supplier boxes on the purchase order.  You can turn on the automation in the account and settings (in the cog in the top right of QuickBooks)>advanced>previously entered content (in the cog in the top right of QuickBooks) and when you select the supplier it will automate the same information, you can amend amounts, products etc. and then click on save.  If you need additional insight into purchase order, I'm also adding the article I recommend on this:

How to use purchase order.

 

Please reach out to me here should you need any further assistance with the purchase order form. I'm always available to talk QuickBooks.

 

View solution in original post

3 REPLIES 3
AlcaeusF
Moderator

Can I change a heading on a purchase order form? I want to change "HM Customs & Excise Registration No" to "Company VAT no" as the latter is up to date and understood.

Hello cdukservices,

 

I'm here to help provide information about the purchase order form in QuickBooks Online.

 

Right now, the ability to customise content from the heading section is only possible on an invoice, estimate, and sales receipt. For purchase orders, you could add or remove custom fields. Here's how:

  1. Click the Plus sign.
  2. Below Suppliers, click Purchase Order.
  3. Click the Gear icon in the upper-right corner.
  4. Add custom fields.
  5. Click the X mark.

 

 You can also use the memo or your message to supplier boxes on the purchase order.  You can turn on the automation in the account and settings (in the cog in the top right of QuickBooks)>advanced>previously entered content (in the cog in the top right of QuickBooks) and when you select the supplier it will automate the same information, you can amend amounts, products etc. and then click on save.  If you need additional insight into purchase order, I'm also adding the article I recommend on this:

How to use purchase order.

 

Please reach out to me here should you need any further assistance with the purchase order form. I'm always available to talk QuickBooks.

 

cdukservices
Level 3

Can I change a heading on a purchase order form? I want to change "HM Customs & Excise Registration No" to "Company VAT no" as the latter is up to date and understood.

Thank you but I knew how to do this.  That means typing in the same details everytime a PO is raised!!  It a shame the PO is not customisable.  It such an important document that is sent to suppliers thus making a contract.

Anonymous
Not applicable

Can I change a heading on a purchase order form? I want to change "HM Customs & Excise Registration No" to "Company VAT no" as the latter is up to date and understood.

Thanks for getting back, @cdukservices.

 

I want to help ensure your opinion is heard in the Community. Letting us know what works best for you will show our developers what they need to consider in future updates.

 

In the meantime, I recommend visiting our QuickBooks Online Blog to know more about our latest happenings. From there, you'll get the recent news, features, and updates about QBO and what our Product Team is working on. 

 

Let me know if you have additional questions about purchase order. I'm here to help however I can.

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