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QuickBooks Purchase Order Template Customization

In our series of training videos, we have a series teaching you to customize your forms. In this blog, I’m going to teach you how to customize your Purchase Orders both basic and additional customization. If you don’t like the way your Purchase Order looks or how the default QuickBooks template looks, you can change it to fit your preference.

Here’s how:

  1. Either select List > Template from your menu or go to the Purchase Order page from the home screen and click on “Customize”.
  2. Select “Customize Data Layout”
  3. Select “Basic Customization”
  4. You can select a logo, customize a color scheme, customize font and font size, select what company information you want on the order, and more.

Additional Customization:

  1. Instead of selecting Basic Customization from the “Customize Your QuickBooks Forms” screen, select “Customize Data Layout”
  2. From this screen, you can customize headers, footers, and print layout.

quickbooks-purchase-order-customization-1

*Shown above is the Headers screen. This allows you to choose which boxes you want to show up on the top portion of your QuickBooks purchase order. We don’t suggest using “Other” boxes because they aren’t searchable.

*Columns are the area shown below. This allows you to show which columns show in the lower part of your purchase order. The choices are easy-choose your order in which information (Item, Customer, Description, Quantity, etc.) appears on the Purchase Order, decide which columns you want to show on the screen and which to print on the document.

Now that you have your Purchase Orders customized, you’re good to go to print them!

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

10 thoughts on “QuickBooks Purchase Order Template Customization

  1. dunn says:

    How do you get a purchase order to assign that ordered inventory to a particular inventory site? It currently shows up on items with ‘no site’ when running an inventory stock status by item report. Need it to reflect the incoming quantities to a specific inventory site.

  2. PM says:

    how d I customize template so as to show the account that goes with the item on the face of the purchase order after printing?

  3. CINDY PERKINS says:

    That is all well and good on the screen but it will only print one pre-set column width. We have part #’s that are long or a sub-item of another #. Then when we print the PO, you can’t read the part# in its entirety. Even if I could get it to not include the main part# that the part is sub-item under, that would allow the part # to be readable. I have tried printing in landscape to allow more space, which makes no difference. I would love any input that you have on that. I end up either having to handwrite the part # in or call in orders to my vendors, rather than just sending a fax or email.

    1. Mat D. says:

      Cindy,
      Go to FORMATTING > MANAGE TEMPLATES > Select your Template and Click OK. Then go to LAYOUT DESIGNER and you can make each Column wider as you please. Should print that way now.

  4. Tamela Knott says:

    Is it possible to design the PO to pre-populate with the items we order from that vendor? We are trying to ween our owner/purchaser off of his excel spreadsheets and onto QB. He would like QB to look just like his spreadsheet which has all the items listed and he just fills out what he wants to order. I know it’s possible to recreate the last order on an invoice, which would probably work, but I couldn’t figure out how to do that on a PO or design it that way.

  5. LISA GRAHEK says:

    is there a way to make the description line print more info instead of a few words followed by “….” that it shows?

  6. Teresa Moore says:

    How do you print the purchase order with the received and not received column. i would like to print what i see on the screen showing items not received and showing items received.

  7. Heather says:

    How can I add a 2nd page to the purchase order template?

    1. Margie says:

      Hi Heather,

      Did you ever figure out how to add a second page to the Purchase Order Template? We are trying to do the same thing and are experiencing difficulty. Please let me know how if you have found out. thank you.

  8. Roxy Webb says:

    Trying to add a note field on the purchase order so when I download the report it auto populates the status per purchase order

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