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yogi4
Level 2

Can i create purchase order on excel and import it into QBO?

 
3 Comments 3
LouiseG
QuickBooks Team

Can i create purchase order on excel and import it into QBO?

Hi yogi4,

At the moment, the option to import purchase orders in QuickBooks Online (QBO) isn't available.

You may consider adding them manually or utilizing a third-party app that integrates with QBO and offers this feature.

You can go to your Apps menu within your company file to find one. Here's how:
 

  1. From the left menu, select Apps.
  2. Go to the Find apps tab.
  3. Enter the app name in the search bar or select the Browse category ▼ dropdown menu to check out different apps.

You may also visit this page to check the frequently asked questions about importing data in QBO: Common questions about importing data to QuickBooks Online.

Moreover, I'm adding this article if you may want to see all of your transactions on a certain report: Run reports in QuickBooks Online.

Please know that we're here willing to assist and guide you if you require further assistance with importing your data.

4Gal
Level 10

Can i create purchase order on excel and import it into QBO?

@yogi4 

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           

 

then use an importer tool to proceed.

https://get.transactionpro.com/qbo

 

Zed Axis
Level 3

Can i create purchase order on excel and import it into QBO?

Hi @yogi4 

 

Until QuickBooks Online supports importing Purchase Orders from Excel or Text files then you could consider using one of the Data Import Utilities that you can find in the Intuit Apps Marketplace

 

One of those apps is called Axis Online that I am involved in which can take Purchase Orders in a Excel file, Text or even and IIF file, upload and directly import into QuickBooks Online.  It will save you considerable time over having to enter those manually.

 

I hope that gives you another option to consider.  

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