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sphilip
Level 1

Will i be able to import a purchase order template with pre filled values into QB? Thanks

 
7 Comments 7
IamjuViel
QuickBooks Team

Will i be able to import a purchase order template with pre filled values into QB? Thanks

Hello, @sphilip.

 

Importing purchase order templates is currently not available. I understand the importance of being able to import a pre-filled purchase order template. You'd want to manually enter your purchase orders in QuickBooks and use the built-in format.

 

Here's how: 

  1. Go to the Plus (+) icon.
  2. Choose Purchase order.
  3. Fill in the necessary information.
  4. Click on Save and Close button.

While the feature is not yet available, you can visit our QuickBooks App center and check for any third-party applications that offer the feature your business needs.

  1. Log in to your QuickBooks Online.
  2. Go to the Apps menu.
  3. Enter "Import Purchase Order Template" in the Search for an app field.
  4. If you have found the app you're looking for, just click Get App Now.

Also, you can browse our  QuickBooks Blog to be updated with the latest product enhancements and feature releases.

 

Stay in touch with us here if you have other questions about customizing and importing your sales forms. I'm always here to help.

IamjuViel
QuickBooks Team

Will i be able to import a purchase order template with pre filled values into QB? Thanks

I'm back to ensure everything is clear, @sphilip.

 

Did the information I've shared about the Purchase Order feature answer your question?

 

If you need further assistance with QuickBooks, you're welcome to post again or leave a reply below. The Community Team and I are always here to help you.

sphilip
Level 1

Will i be able to import a purchase order template with pre filled values into QB? Thanks

Hi lamjuViel,

 

Yes, it kind of confirmed what i was thinking all along.  But lets say if we were to enter a PO manually for inventory and our inventory is managed by a 3PL at another location then how would we make this work?  

We are the manufacturer of the product so we issue the PO but then how do we ensure the right GL accounts are captured when inventory is depleted?

 

Thanks,

MarsStephanieL
QuickBooks Team

Will i be able to import a purchase order template with pre filled values into QB? Thanks

Hi there, @sphilip.

 

Allow me to share some details about the integration and your inventory data in QuickBooks Desktop (QBDT).

 

I can see that you need to consult your IT (Information Technology) personnel to trace the data. This is to make sure that the integrated third-party app you're using can update the Inventory in QBDT especially the accounts that is linked to the items. 

 

I've added this article that may help you in the future: FIFO Options in QuickBooks Desktop Enterprise.

 

You are always welcome to comment below if you have other questions about QuickBooks. I'd be glad to help you further. Take care.

sphilip
Level 1

Will i be able to import a purchase order template with pre filled values into QB? Thanks

Thanks MarsStephanieL.  We currently do not have any third party app that is integrated into QB.  To clarify, we do the bookkeeping manually in QB whereas the sale, shipment and receipt of goods are done by our 3PL.  At the end of the month we record this information into QB using a journal entry.  

Currently we also do not have any PO's in QB but lets say if we start to create one manually then what needs to be done given the fact that there is no link between QB and our 3PL .

 

Candice C
QuickBooks Team

Will i be able to import a purchase order template with pre filled values into QB? Thanks

Good Morning, @sphilip

 

Thanks for reaching back out to the Community and giving more clarification about the problem. I can provide you with some insight into your QuickBooks and 3PL integration. 

 

The best way to get this inventory information in your QuickBooks Online (QBO) account will be to manually create a journal entry or purchase order. You can consult with your accountant on which transaction would be best for your business. If you don't have an accountant, don't sweat it. Check out this link to find one near you. 

 

In the meantime, you can always cruise on over to our QuickBooks third-party apps website to see what we have available at this time to integrate with QBO. 

 

Even though you have to continue creating the transactions manually, our app store link can give you different options for your business. If you have any other questions or concerns, just let me know. I'm always here to lend a helping hand. Take care! 

sphilip
Level 1

Will i be able to import a purchase order template with pre filled values into QB? Thanks

Thanks Candice.  Again, to clarify there is no integration between QB and our 3PL they are two separate entities.  I guess from what i am hearing from the QB community is that this is a manual process unless its integrated with our 3PL.  

As far as accounting, we are accountants in our company and we know which GL to hit but we wanted to see if there is a non manual way to do this.

 

 

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