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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
LieraMarie_A
QuickBooks Team

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Hi there, @jfinn3. I'm here to help you include purchase orders (POs) on statements. 

 

You may consider saving your POs as PDF. Then, attach them when sending customer statements. Follow these instructions:

 

1. Save PO as PDF

  1. Just open a PO.
  2. Click the Save drop-down button.
  3. Select Save as PDF. 

 

2. Create and send customer statements

  1. Click the Customer menu.
  2. Select Create Statements.
  3. In the Create Statement window, fill in the information that will be displayed on the statement. 
  4. Click Preview to review, then Close.
  5. Click the E-mail button.
  6. Click the Attachment icon.
  7. Locate where you saved the downloaded PO. Then, click Open.
  8. Select Send.

 

You can also customize your statements to control how they look and what information to include.

 

Feel free to message again if you need help with personalizing your forms. We're always here to help in any way we can.

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