Solved

Export Purchase order to vendor using excel or csv file

Forum|Forum|5 years ago
January 26, 2021
2 replies
42 views

Hello Everyone,

I'm trying to make a simple file but most of the articles found here were for QBO or for complex reports

I need to export a CSV for Excel File for my vendor, and I just needed a file with;

PO Date

Item ID

Qty

MPN

Customer Job,

how could I do it?

Thanks

QuickBooks Enterprise Suite

Best answer by Fiat Lux - ASIA

I still have this problem to create a column with only the "Item" code, without the product description

Because I can't select the information from this column.

like in the example in the attached file.

the Column item comes with the description (image ex1)

and as you can see, on every other part of the system (PO, SO, Invoice, Bill) it will come separated (image ex2)

is there a way to not bring it with the item?

@Ffraga

You may utilize one of these exporter tool.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

C

Candice14

Level 8

Hey there, @Ffraga.

Congrats on making your first post here in the Community. I hope your day is going well so far.

There's one of two options that you can choose from in this situation:

Export all transactions to an Excel file and try to filter from there.
Export a report and edit it within Excel.

There isn't a way for QuickBooks to export this information specifically into Excel. However, you can review this link for additional details on exporting from QuickBooks Desktop (QBDT).

Also, you can check out this link to learn more about importing and exporting data.

This information should give you a better understanding of what you can and can't do with your data. Let me know if you have any other concerns. I'm only a reply away if you need me. I value you and the success of your business.

F

FfragaAuthor

Thank you for the reply, I think I can do it, but when I extract the item it comes with the Item+Descripition in the same field i.e.: "boot12 (brown boot)", is there a way to just show the item?

MJoy_D

QuickBooks Team

Let me show you how to generate a report showing purchase orders you've created under a specific vendor in a CSV file, @Ffraga.

After creating a purchase order, you can run a Quick Report. Then, after generating the report, export it into a comma-separated values (.CSV) file.

Here's how:

Go to the Vendors menu and select Create Purchase Orders.
Select the Reports menu between the Formatting and Search tab.
Choose Quick Report.
Click on Customize Report button then the Display tab to add all the Columns you need like the Date, Item, Qty, and etc.
Go to the Filter tab to select the Transaction Type to Purchase Order.
Choose OK once done.
Click the Excel button at the top and choose Create new worksheet.
Choose Create a comma separated values (.csv) file and click on Export button.