Go toSettingsand selectCustom fields. Choose the field you want to add to your PO. SelectEditand check thePurchase Orderbox. ClickSave. Also, you can check this article for several reports that will help you with your purchase orders:How to run purchase order reports. ...
I need QBO to stop sorting my invoice entries. I need them listed in the order I enter them. I sometimes have 50+ entries and the service date is mandatory. I cannot invoice by QBO if this continues. Is there some setting I can use to make ...
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For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles. Keep me posted have questions or concerns with custom forms. I'll be here to assist you every step of the way. Take care and have ...
Go to the Edit menu, then select Preferences. Click General from the left menu. In the My Preferences tab, go to the Keep custom item information when changing items in transactions section. Then, select Always. If you want to show the pop-up every time...
This way, they can consider it in the next feature release to improve your QBO experience. Here's how you can do it: Click the Gear icon, then select Custom form styles. Choose Invoice from the New style drop-down. Select the Content tab. Change the Form names to Packing Slip under...
Note: There is no way to automatically show the trust balance on an invoice. You can, however, create a custom field, or enter a line in the description field, to notate the remaining trust fund balance. The amount will have to be manually entered on each invoice....
to view data. This has been complicated by the fact that current basic standard reports are unavailable in QBO Advanced: Balance Sheet, P&L Summary, P&L Detail. Anyone know how to create these as custom reports while I wait on QB Support to fix their issue...
Go to Settings. Under your company, click Custom form Styles. Choose the specific template and click Edit. Select the Content column and click the last part of the form. Here you can edit or Add a footer text. Once everything is complete, select Do...