Importing Excel Spreadsheets to create purchase order

Hi BGMDI!

Allow me to help you in importing your purchase order transactions.

The only way we can import purchase orders to QuickBooks Desktop is through an IIF file. You'll want to look for a third-party application that can convert your Excel file to IIF.

Once done, follow these simple steps:

1. Go to the File menu and select Utilities.
2. Select Import, then select Import IIF.
3. Locate and select the IIF file you want to import, then select Open.
4. Tap OK to confirm.

In addition, you'll want to check this link: Import and export data in QuickBooks Desktop. This will explain more about exporting and importing data into QuickBooks Desktop.

Do you need vendor-related reports? Check this link: Customize vendor reports.

Leave a comment below if you need anything else. I'll be here!

@BGMDI 

Prepare the Purchase Order data with the following template

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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

Thank you so much - This is exactly what I needed. B

Thank you so much ! This is exactly what I needed. B

Thank you so much! B

Is there a way to do this with Quickbooks online?

@melkad 

Prepare your PO data with the following template

then utilize an importer tool

https://transactionpro.grsm.io/qbo

Was there an answer for Quickbooks online and importing a purchase order or a sales order?

Allow me to provide you with some information about importing purchase orders or sales orders, marinfoiler.

As mentioned by my colleague @AlexV, you can only import PO or SO through an IIF file. You'll want to send a request to our developers' team so they'll know how this will benefit your business. To do that, you can follow the steps below: 

1. Go to the Help menu.
2. Send Feedback Online.
3. Choose Product Suggestion.
   

Additionally, learn from this article how you can record the transactions that you need to pay at the future date:

• Enter Bill In QuickBooks Desktop
• Pay Bills In QuickBooks Desktop

Keep me posted if you have any concerns about POs. I'll be here to help.

@marinfoiler 

QBO doesn't offer the Sales Order feature. You need to have another 3rd party app to integrate with QBO.

So you are saying that to get Quickbooks to be able to import a purchase order we have to PAY for another software? Is there not a FREE way to import excel documents into quickbooks? 

@adroit31 

You must convert your XLS files to IIF formats and import them for free.

https:// quickbooks.intuit.com/learn-support/en-us/help-article/list-management/iif-overview-import-kit-sample-files-headers/L5CZIpJne_US_en_US?uid=l65b35c6