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Buy nowMy CAD program exports a list of parts, part descriptions, and quantities to an excel spreadsheet. Is there a way I can import or copy/paste the data from the spreadsheet into a quickbooks desktop purchase order? I'm looking for any kind of solution that would help me from having to manually enter each item line by line.
Prepare your PO data with the following template
| Vendor | Transaction Date | PO Number | Class | ShipTo Entity | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Terms | Due Date | Expected | Ship Method | FOB | Vendor Message | Memo | Vendor Acct No | Item | Quantity | Description | Rate | Customer | Service Date | To Be Printed | Template Name | Vendor Email | To Be E-Mailed | Items Class | Other1_Header | Other2_Header | Other1 | Other2 | Unit of Measure | Manuf Part Number | Currency | Exchange Rate |
| John's Lumber | 01/09/2020 | 8 | John's Lumber | 1 Main Street | Newton | NY | 12345 | USA | John's Lumber | 1 Main Street | Newton | NY | 12345 | USA | Cabinets | 10 | Cabinets | 200 | |||||||||||||||||||||||||||||
| John's Lumber | 01/09/2020 | 8 | John's Lumber | 1 Main Street | Newton | NY | 12345 | USA | John's Lumber | 1 Main Street | Newton | NY | 12345 | USA | Hardware | 20 | Hardware | 10 | |||||||||||||||||||||||||||||
| Jane's Landscape Design | 02/09/2020 | 9 | Jane's Landscape Design | 200 Smith Street | Anytown | NY | 11111 | USA | Jane's Landscape Designe | 200 Smith Street | Anytown | NY | 11111 | USA | Door Frame | 1 | Door Frame | 1000 | Baker, Chris | Y | |||||||||||||||||||||||||||
| ABC Roofing Company | 03/09/2020 | 10 | ABC Roofing Company | 1 North Street | Newton | NY | 12345 | USA | ABC Roofing Company | 1 North Street | Newton | NY | 12345 | USA | Black Tiles | 100 | Black Premium Tiles | 25 | |||||||||||||||||||||||||||||
| ABC Roofing Company | 03/09/2020 | 10 | ABC Roofing Company | 1 North Street | Newton | NY | 12345 | USA | ABC Roofing Company | 1 North Street | Newton | NY | 12345 | USA | Red Tiles | 100 | Red Premium Tiles | 25 |
then utilize one of these importer tools to proceed
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
What I'm looking for is a solution to fill in a purchase order quickly. The format of our purchase order is shown below.
| Item | Description | QTY | Rate | Customer | Total (QTY * Rate) |
Thank you for visiting the Community today, ax_wes1.
Let me help and guide you in the right direction on how to import your data (spreadsheet) into the desktop program.
In addition to @Fiat Lux - ASIA answer, QuickBooks Desktop (QBDT) allows you to import your customers, vendors, items, and chart of accounts from an Excel spreadsheet. The option to copy and paste data from the spreadsheet into the purchase order, on the other hand, is currently unavailable. I can see the benefits of incorporating this functionality into the desktop program. Users will save time because they will no longer have to manually enter the data.
I suggest submitting feedback about this feature so our engineers can consider adding it in future updates. Here's how:
Alternatively, you can use a third-party program to copy and paste the information from your spreadsheet into the QBDT purchase order. To find one, go to the QuickBooks Apps Center. From there, enter a keyword in the search bar to expedite the process. Then, review the customers' reviews for a better comparison.
You can find more information about the various lists and transaction types you can import or export with Excel files by clicking on this link. The expenses and vendors guide also covers managing money out payments, handling vendor credits, making purchase orders, and inventory tracking.
Reach out to me again if you have any further questions about importing data into the program or other QuickBooks issues. Please know that I am always available to help. Have a wonderful day.
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