QuickBooks Templates

Working With Templates
There aren’t many program preferences to check. If you can open a purchase order, you’re set. If not, go to Edit | Preferences | Items & Inventory and be sure that the box next to Inventory and purchase orders are active is checked.

What you want to find first is the Additional Customization screen for the Custom Purchase Order Template. This is easily accessed from the Create Purchase Order screen itself in QuickBooks 2013, but if you’re using an earlier edition, go to Lists | Templates | Custom Purchase Order Template. Double-click on it to open the Basic Customization page. Here, you can add a logo, change fonts and colors, etc. But go ahead and click on the Additional Customization button at the bottom of the screen. This window opens:

Figure 2: The left pane of the Additional Customization window contains additional fields that you might want on your purchase orders, like Ship Via andTerms.

An additional tip brought to you on behalf of Ainer & Fraker, LLP : If you want to design multiple purchase order templates, click Manage Templates on the Basic Customization screen, then Copy on the Manage Templates page.

Rename the form and make your modifications. This version will always be available as an option when you create purchase orders.)

Click the following link to learn about the nature of purchase ordersadditional customization techniques, as well as creating receipts through Quickbooks.