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Sreejith-RAJAN
Level 1

I need to customize purchase order for print . I am using Quickbook Online advanced version now

 
1 Comment 1
SheandL
QuickBooks Team

I need to customize purchase order for print . I am using Quickbook Online advanced version now

Hi there, RAJAN.

 

Customizing templates in QuickBooks is exclusively available for sales forms. If you want to update your purchase order template, please know this ability is unavailable. That said, I'll be glad to offer you another way to personalize this form without changing the templates.

 

Since editing your purchase order template is unavailable, you can consider adding custom fields. This functionality lets you add additional information to your records that isn't captured by the standard fields provided by the system. If you want to create this, please follow the steps below:

 

  1. Open your QuickBooks account.
  2. Go to the Gear icon, then select Custom Fields.
  3. Once done, click the Add Field button.
  4. Add and select the necessary information.
  5. From the Select forms section, tick the Purchase Order and toggle on the Print on form so you can view this when printing.
  6. After that, click Save.

 

Here's a screenshot for your reference:

 

 

Moreover, if you want to generate a report that helps you track and manage your monthly expenses in QuickBooks: Run and save a monthly expense report by vendor in QuickBooks Online.

 

Feel free to use the Reply button if you have other concerns and question about customizing your purchase order, RAJAN. We'll be around to assist you every step of the way.