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3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
September 8, 2021

Prepare your PO data with the following template

RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermPOStatusShipMethodNameClassAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           
185 Green's Taxi Service ######### Net 30Closed  1 Main Street   San DiegoCA12345    Transportation 125.13           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number PR7 1HX25.15           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number 1235885.3           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number 1238765.12           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number 1239188.5           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

T
tglockler
June 5, 2023

Hello,  

 

I also need to import PO numbers into invoices via the import tool.  This is a fundamental field for generating invoices, is this expected to be added to the bulk import function?

 

Thanks,

 

Tony

 

 

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
June 6, 2023

Let's make sure you can import purchase order (PO) numbers to invoices, tglockler.

 

Purchase numbers are unique identifying numbers. These are documents detailing the buyer's intention to purchase goods or services from a specific vendor or supplier. 

 

Thus invoices include the purchase order number so the invoice details can be compared and checked for discrepancies when an invoice and PO matching occurs as part of the verification of a vendor invoice process before payments. 

 

For now, you'll have to search for a third-party application online that can help you with the process. While the option isn't yet available, you can manually enter the PO number in your invoices.  To do so, you'll want to set up a custom field for the number. I've outlined the steps below:

 

  1. Go to the Gear ⚙ icon and select Custom fields.
  2. Choose Add field. If this is your first time creating a custom field, pick Add custom field.
  3. Enter a name in the Name field.
  4. Tick the All Sales forms or Purchase Order checkbox. Or, select both.
  5. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Hit Save.

 

Moreover, customers can pay using a credit card, or ACH bank transfer by following the link in the email. To give you more details, I've added this article for reference: Take And Process Payments In QuickBooks Online With Quickbooks Payments.

 

Fill me in if you have any questions about sales. The Community is always right here to help you all the time.

Angelyn_T
Angelyn_TModerator
Moderator
September 8, 2021

Hi there, @1231 4613 1578 079.

 

The option to import purchase orders into QuickBooks Online (QBO) is unavailable for now. The good news is, you can input the transactions manually into QuickBooks. I'll guide you on how.

 

  1. Sign in to your QBO account.
  2. Select Purchase Orders under Suppliers.
  3. Fill in the necessary information.
  4. Click on Save or Save and close to record the transaction. Or, tap on Save and new if you wish to enter a new purchaser order.

 

I understand the importance of importing purchase orders into QuickBooks. Rest assured our engineers are working nonstop to enhance the product and deliver the best experiences for all QuickBooks users. For the time being, you can check out our blog to stay current with the QuickBooks news and feature enhancements: The QuickBooks Blog.

 

Alternatively, you may want to consider a third-party application that can integrate with QBO which supports the process. You can look for one through this link: Find the right apps for your business. From there, select the region of QuickBooks you had for an accurate result.

 

Aside from purchase orders, you can also learn more about handling your other vendor transactions through this link: Manage Suppliers and Expenses for QBO-International.

 

If you have any other questions about purchase orders, let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!

B
beatrizrossi
September 26, 2022

Hi, 

 

Is there any updates on how to import quotes into Purchase Orders?

 

Thank you.

A
AileneAModerator
Moderator
September 26, 2022

Hello, beatrizrossi. 

 

As of this moment, import purchase orders into QuickBooks Online is still unavailable. That said, you have to enter the purchase order transactions manually from the +New icon.

   

Here's how:

 

  1. Sign in to your QBO account.
  2. Go to the +New icon, then tap on Purchase order under Vendors.
  3. Fill in the information.
  4. Save the transaction.

 

We understand that each business has unique needs, and each version of QuickBooks has unique features.  

 

Our product engineers are working diligently for updates and improvements on the features. For now, I recommend sending your feedback directly to our dedicated team to help make changes to QuickBooks capability. Your suggestions and ideas will help us stay in tune with what our customers need, want, and expect. Here's how:  

 

  1. Sign in to your QuickBooks account.
  2. Click the Gear icon in the upper-right corner.
  3. Select Feedback under Profile.
  4. Share your feedback.
  5. Hit Next. 

While the option is not yet available, you can also look for a third-party application that supports the process. 

 

  1. Open this link: https://quickbooks.intuit.com/app/apps/home.
  2. Select your country from the drop-down menu.
  3. Find the right apps for your business.

 

Once your purchase orders are available in QuickBooks, you can add them to your expense or bill transactions. For your guide, you can open this article: Create and send purchase orders in QuickBooks Online.

 

You can also get more tips about handling your inventory and other vendor transactions: Manage Suppliers and Expenses for QBO International. 

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day, and keep safe.

A
antoncleverence
December 5, 2024

Hello!

If you're using QuickBooks Desktop or Online, you can't directly import purchase orders without using third-party apps or integrations. However, you can create purchase orders manually or through integrations like Shopify, which syncs data to QuickBooks. For more automation, consider using Cleverence Warehouse 15. It allows you to track inventory, print labels, and scan barcodes directly from a mobile device. This middleware integrates seamlessly with QuickBooks, ensuring your purchase orders and inventory are updated in real-time.

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