Rasa-LilaM
QuickBooks Team

Manage customers and income

Thank you for joining this thread, PJs Biz.


I recognize the importance of being able to customize statements and purchase orders. This lets you add information that’s important for your business.


We look into our customers’ needs, which is to provide the best experience when using QuickBooks Online (QBO). I encourage submitting feedback about the feature mentioned above directly to our engineers. Your suggestions and ideas will guide them to which area in the product needs enhancements and consider for future updates.


Here’s how:

 

  1. Open your company, and tap the Gear icon in the upper right to choose Feedback under Profile.
  2. In the Feedback window, enter your product suggestions.
  3. Click Next to submit.


In the meantime, check the links below for additional resources. These articles will guide you in setting up custom fields on purchase orders or sales forms. You’ll also learn about customizing statements as well as ways to view one.

 


Also, our self-help articles contain topics that will help you manage your taxes, reports, payroll, and customer or supplier activities smoothly. Make sure to click on the link for the one you wish to view, so you can see the complete details.


Keep in touch if you have additional concerns about customizing statements or purchase orders. I’ll jump right back in to get this taken care of for you. Have a good one.