QuickBooks Pro Custom Purchase Order
07/05/09 12:27pm PDT, Viewed by asker 07/07/09 4:21am PDT
Total Views: 453
I'm using Quickbooks Pro. I created a custom purchase order template and saved it, but when I select it to create a purchase order, it's not the one I created. It shows up in layout designer correctly and can be printed from there.
Solved!
Helpful Answer
Just being basic here, since I don't know how long you've been a QuickBooks 2009 for Mac user…
I'm wondering whether you're expecting the customized template to show up in the Create Purchase Orders window. It won't (although you will see fields that you've made visible to the "screen"). However, when you print your purchase order, whether to paper or to PDF, it should look like your new template.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Comment
Hmm, that is very strange. Some questions:
Is it possible that you have two similarly named templates in Layout Designer?
Did you customize one of the default templates or start with File > New > Purchase Order in Layout Designer?
Are you working with more than one company file?
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Answer
In my version I went to create purchase orders, template, new template. I added a logo, took out some fields and saved it. It shows up under templates at the top divided from the default templates by a gray line. When I select the new template, the logo isn't there and it isn't arranged the way I arranged it. Thanks for your help.
Solved!
Just being basic here, since I don't know how long you've been a QuickBooks 2009 for Mac user…
I'm wondering whether you're expecting the customized template to show up in the Create Purchase Orders window. It won't (although you will see fields that you've made visible to the "screen"). However, when you print your purchase order, whether to paper or to PDF, it should look like your new template.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Comment
I'm a newbie ... I would have never thought it would print correctly but not show up on the screen correctly. That was it ... thank you for so.
Comment
What version of QB for Mac are you using, and what release is it?
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.