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shenwary_af-iclo
Level 1

The spreadsheet for creating purchase orders does not have the category column so I can choose the relevant expenses account. Any suggestions on how can I get it?

I am trying to create bulk purchase orders through spreadsheet sync however, the spreadsheet does not have the category column to charge to correct expense line. It does have the item column but we don't use item in purchase orders
2 Comments 2
KayePe
QuickBooks Team

The spreadsheet for creating purchase orders does not have the category column so I can choose the relevant expenses account. Any suggestions on how can I get it?

I understand that you want to select an expense account in the category column using spreadsheet sync in QuickBooks Online (QBO), shenway. I want to provide you with some detailed information about this.


Typically, the category column is visible in the spreadsheet, but there is currently an ongoing investigation into the problem you've mentioned. Our product engineers are actively working on a solution, and I assure you that they are committed to resolving this issue. In the meantime, you can reach out to our Online Team support to ensure that your account is listed as one of the affected users. Once you are added to the list, you will receive email notifications regarding any updates on this issue. Here's how you can contact them:
 

  1. Log in to your QuickBooks Online company.
  2. On the upper right corner of your screen, click on Help (?).
  3. Select or type Contact Us.
  4. Start entering your concern, then select Let's Talk.
  5. Please choose a way to connect with us:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

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On the other hand, feel free to save your data from QBO to your computer's hard drive. If you need guidance, you can refer to this article:  Export data out of QuickBooks Online.


If you require help with any process of handling your data or transactions within QBO, feel free to share it with us. The Community forum is always here for you. Take care! 

Deity Alpha
Level 2

The spreadsheet for creating purchase orders does not have the category column so I can choose the relevant expenses account. Any suggestions on how can I get it?

@shenwary_af-iclo 

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RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermPOStatusShipMethodNameClassAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples ################## OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           
185 Green's Taxi Service ######### Net 30Closed  1 Main Street   San DiegoCA12345    Transportation 125.13           
201 Federal Express ######### Net 30Open  PO Box 1800   DallasTX23456    Delivery Chargestracking number PR7 1HX25.15           

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