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NerbynMaeI
QuickBooks Team

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You can create a Custom field for your purchase order to tailor the information specifically with your Expected Delivery Date in QuickBooks Online (QBO), lomontman. I would be glad to assist you with a detailed, step-by-step guide on how to set this up effectively.

 

In QuickBooks Online, custom fields offer users the flexibility to tailor their invoices, sales receipts, and other forms according to their specific business needs. These fields allow you to add additional information such as client project details, order references, or other relevant data, ensuring that all necessary information is captured in one place. Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Settings icon.
  3. Select the Custom Fields.
    image (12).png
  4. Click the Add field.
    image (13).png
  5. Enter your preferred field Name (ex. Expected Delivery Date).
  6. From the Data type drop-down, choose Text and Number.
  7. In the Select forms, click Purchase Orders.
    image (14).png
  8. Once done, Hit Save.

 

Once you have completed all necessary steps, you can go back to the Purchase Order page. Please check the screenshot for reference.

image (15).png

 

Additionally, this resource tailors the sales forms and purchase orders more precisely to their business requirements by leveraging custom fields, thus enhancing the efficiency and effectiveness of their financial management and documentation processes: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Furthermore, I've shared this article that helps users efficiently run, customize, and interpret purchase order reports in QuickBooks Online, enhancing their procurement and vendor management processes: Run purchase order reports in QuickBooks Online.

 

By utilizing custom fields, you can effectively track and record the expected delivery dates for your Purchase Orders. If you have any questions or need further assistance related to QuickBooks, please don't hesitate to Reply below. We are here to help you!

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