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Best answer June 13, 2022
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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:
- Go to the Gear icon, then select Account and settings.
- Go to Expenses.
- Click the pencil ✎ icon in the Purchase orders section.
- Turn on the Use purchase orders switch.
- Choose Save, then Done.
Once done, start tracking your purchases using these instructions:
- Click on the + New button.
- Select Purchase order.
- From the Supplier dropdown, choose the supplier.
- Review the mailing address.
- 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.
- Enter the Purchase Order date.
- 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.
- 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."
- 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.
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:
- Go to the Gear icon, then select Account and settings.
- Go to Expenses.
- Click the pencil ✎ icon in the Purchase orders section.
- Turn on the Use purchase orders switch.
- Choose Save, then Done.
Once done, start tracking your purchases using these instructions:
- Click on the + New button.
- Select Purchase order.
- From the Supplier dropdown, choose the supplier.
- Review the mailing address.
- 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.
- Enter the Purchase Order date.
- 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.
- 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."
- 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.
