As a business owner, keeping track of purchases and expenses is essential for the growth and success of your business. QuickBooks is a popular accounting software that makes it easy for businesses to manage their finances. One of the features of QuickBooks is the ability to create purchase orders and add custom notes or instructions to them. In this article, we will show you how to add custom notes or instructions to a purchase order in QuickBooks.
Understanding Purchase Orders in QuickBooks
Before we dive into adding custom notes or instructions to a purchase order in QuickBooks, let’s first understand what purchase orders are. A purchase order is a document issued by a buyer to a seller, indicating the type, quantity, and agreed-upon price for products or services. It is an essential document for any business that wants to keep track of its purchases.
In QuickBooks, you can create purchase orders easily. When you create a purchase order, you can add items, their quantities, and the agreed-upon price. However, sometimes you may want to add some custom notes or instructions to the purchase order. This is where the custom notes or instructions feature comes in handy.
Adding Custom Notes or Instructions to a Purchase Order in QuickBooks
To add custom notes or instructions to a purchase order in QuickBooks, follow the steps below:
Step 1: Create a Purchase Order
The first step is to create a purchase order. To do this, go to the QuickBooks homepage and click on the “+” sign in the top menu bar. From the dropdown menu, select “Purchase Order.”
Step 2: Fill in the Required Information
Fill in the required information for the purchase order, such as the vendor name, the delivery date, and the items you want to purchase. Once you have added all the required information, scroll down to the “Memo” field.
Step 3: Add Custom Notes or Instructions
In the “Memo” field, you can add any custom notes or instructions you want to include in the purchase order. For example, if you want to provide specific delivery instructions or any other relevant information to the vendor, you can add it here.
Step 4: Save and Send the Purchase Order
Once you have added the custom notes or instructions, review the purchase order and make any necessary changes. Once you are satisfied with the purchase order, click on the “Save and Send” button to send it to the vendor.
Benefits of Adding Custom Notes or Instructions to a Purchase Order
Adding custom notes or instructions to a purchase order in QuickBooks has several benefits. Here are some of them:
1. Improved Communication
By adding custom notes or instructions to a purchase order, you can provide vendors with specific information that can improve communication and avoid any confusion or misunderstandings.
2. Better Record Keeping
Custom notes or instructions can also help you keep better records of your purchases. By adding specific details to the purchase order, you can easily track the progress of your purchases and make more informed decisions.
3. Increased Efficiency
Adding custom notes or instructions can also increase efficiency in your business. By providing vendors with specific instructions, you can ensure that your orders are fulfilled correctly and on time.
Adding custom notes or instructions to a purchase order in QuickBooks is a simple process that can provide numerous benefits to your business. Learn More