Export Purchase order to vendor using excel or csv file

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. 

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?

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:

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

Check this article on how to customize reports in QuickBooks Desktop. Also, here's how to import or export MS Excel files. 

I’ll be here if you have any additional questions about your reports, or anything else. Just drop a comment below. Enjoy your day!

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?

Thanks for getting back to us and for sharing a screenshot, @Ffraga
 
As of now, the option not to include the item description in the Item column is not possible in QuickBooks Desktop (QBDT). 
 
As a workaround, you can exclude it in your comma-separated values (.CSV) file before sending it to your vendor. You can also look for a third-party app that lets you export the report without the item description. You can go to the App Center from your software and look for an app from there.

You might also want to check this resource to learn more about running and customizing reports in QBDT: Understand reports.

Let me know if there’s anything else I can help you about managing reports or with your account, I’ll be around to help you. Have a good one! 

Hi, this CVS report only gives you all the POs you have created for a specific period for a specific vendor.  How do I create a CVS file for a PO?

I understand we can export our Inventory list, and then do it that way.  Then that is like doing it twice.  The PDF invoice format QB made it impossible to do a direct transfer from PDF to CVS or any other excel format.

Both of these software are paid software, there are no Free ones since we are already paying so much for QB?

Thanks for turning to the Community about your concern, Erss.

I recognize the importance of being able to automatically create a CSV file for your purchase orders. This will both save your time and money for the business.

Let’s run the Transaction List by Vendor report and customize it to show the transactions mentioned above. Then export it to Excel, so you’ll be able to convert it to a CSV file.

Here’s how:

1. In QuickBooks Desktop (QBDT), go to the Reports menu at the top bar to choose Vendors & Payables and then select Transaction List by Vendor.
2. Click the Dates drop-down to set the correct reporting period.
3. Tap the Customize Report button in the upper right to open the Modify Report: Transaction List by Vendor window.
4. Navigate to the Filters tab and enter Transaction Type in the search box.
5. From the Transaction Type drop-down, select Purchase Order.
6. Press the OK button for the changes to take effect.
7. Click the Excel drop-down and pick Create New Worksheet.
8. This action will take you to the Send Report to Excel window.
9. Follow the on-screen instructions to complete the process.

Since the data is on an Excel file, I suggest using a third-party application to help convert the file to a CSV. You can visit the QuickBooks Apps Center to see the list of supported software.

For more insights into this process, check the following article: Customize reports in QuickBooks Desktop. It provides detailed information on how to set your reporting preferences, memorize a statement, etc.

We’ve collated resources to help customers easily view all reports available in QBDT. From there, you'll learn how to export one to Excel.

• Create and manage reports
• Export reports as Excel workbooks in QuickBooks Desktop

Feel free to post a comment below if you still need help with creating a CSV file for purchase orders. I’m always ready to assist further. Have a good one.

Thank you for that.

With your steps, what Excel will do is generate the following report.

Vendor/PO/Date/PO #/Memo/Account/Amount

What we are looking for is the PO itself.  Let say we have Vendor A, and in PO 1 for Vendor A, we placed 10 of item 123, and 5 of item 234.  How can we turn that PO into Excel?

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@Erss wrote:

Both of these software are paid software, there are no Free ones since we are already paying so much for QB?

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@Erss 

We have yet to find any free app for this purpose. You can utilize the trial version for both apps if required. Otherwise, you can buy their one time licenses. They are not offering subscription apps for QB Desktop.

There isn't a way for QB itself to export a PO into excel that is what you mean then?

The IIF feature only offers very limited functionality for migrating data. You are unable to export PO, Bill Payments, Receive Payments, Checks, Credit Memos, Sales Orders, Sales Receipts, etc

All the very important ones =(  Thank you!

Save the PO as a PDF, open it in Adobe and export it to Excel.