Thank you for consistently checking in on the availability of adding the PO number, Dav.
Please be informed that our engineers may require additional time to implement requests, as this depends on the number or volume of submissions they receive from customers.
Therefore, QuickBooks Desktop (QBDT) does not support permanently setting the PO# field as a default when running the Open Balance Report directly from a customer’s profile. However, there is a workaround that allows you to manually save a customized copy of the Open Balance Report that includes the PO#.
Here’s how you can do it:
- Open the customer’s profile and run the Open Balance Report.
- In the report window, click the Customize Report button at the top.
- In the customization options, go to the Columns section and enable the PO# field.
- Once the PO# field is enabled, click Memorize to save this customized version of the report.
- Give the report a specific name (e.g., Open Balance Report with PO# ).
You’ll then be able to access this saved version anytime from the Memorized Reports menu.
Please leave us a response if you have other questions or concerns.
