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william-hyman-hy
Level 1

Purchase order form

Is there one
Solved
Best answer June 13, 2022

Best Answers
LieraMarie_A
QuickBooks Team

Purchase order form

Welcome to the Community, @william-hyman-hy!

 

Yes, you can create purchase order forms in QuickBooks Online. Activating it takes only a few steps. I'm happy to guide you on how.

 

Follow these steps below to turn on this feature from your settings:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Go to Expenses.
  3. Click the pencil ✎ icon in the Purchase orders section.
  4. Turn on the Use purchase orders switch.
  5. Choose Save, then Done.

 

Once done, start tracking your purchases using these instructions:

 

  1. Click on the + New button.
  2. Select Purchase order.
  3. From the Supplier dropdown, choose the supplier.
  4. Review the mailing address.
  5. If you are shipping the products directly to a customer, select the Ship to dropdown and then Ship via. Check the Shipping address to make sure it's correct.
  6. Enter the Purchase Order date.
  7. Click the Gear icon on the PO form, then on the Choose what you use panel, CLICK  the link to add your own custom fields.
  8. In the Item details section, enter the products you want to purchase. You can only add products or services you marked as "I purchase this product/service from a supplier." 
  9. When you're done, select Save and close

 

When your supplier accepts the PO, you can quickly add it to an expense or bill transaction in QuickBooks.

 

I hope you find this useful. Feel free to come back and let me know if you need help with anything else. I'd be happy to assist you again, @william-hyman-hy.

View solution in original post

3 Comments 3
LieraMarie_A
QuickBooks Team

Purchase order form

Welcome to the Community, @william-hyman-hy!

 

Yes, you can create purchase order forms in QuickBooks Online. Activating it takes only a few steps. I'm happy to guide you on how.

 

Follow these steps below to turn on this feature from your settings:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Go to Expenses.
  3. Click the pencil ✎ icon in the Purchase orders section.
  4. Turn on the Use purchase orders switch.
  5. Choose Save, then Done.

 

Once done, start tracking your purchases using these instructions:

 

  1. Click on the + New button.
  2. Select Purchase order.
  3. From the Supplier dropdown, choose the supplier.
  4. Review the mailing address.
  5. If you are shipping the products directly to a customer, select the Ship to dropdown and then Ship via. Check the Shipping address to make sure it's correct.
  6. Enter the Purchase Order date.
  7. Click the Gear icon on the PO form, then on the Choose what you use panel, CLICK  the link to add your own custom fields.
  8. In the Item details section, enter the products you want to purchase. You can only add products or services you marked as "I purchase this product/service from a supplier." 
  9. When you're done, select Save and close

 

When your supplier accepts the PO, you can quickly add it to an expense or bill transaction in QuickBooks.

 

I hope you find this useful. Feel free to come back and let me know if you need help with anything else. I'd be happy to assist you again, @william-hyman-hy.

william-hyman-hy
Level 1

Purchase order form

Hi LieraMarie_A

 

Thank you so much 

katherinejoyceO
QuickBooks Team

Purchase order form

 Thanks for getting back to us, @william-hyman-hy. I'm glad that the steps shared by my peer @LieraMarie_A helped resolve your issue.

 

I'd be delighted to assist you should you have other concerns. Take care!