cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
david335
Level 1

Any way in QBO Advanced of exporting a purchase order with all its data as an Excel sheet? This was possible in Enterprise Desktop, but can't find it in QBO Advanced.

 
2 Comments 2
Jen_D
Moderator

Any way in QBO Advanced of exporting a purchase order with all its data as an Excel sheet? This was possible in Enterprise Desktop, but can't find it in QBO Advanced.

Thanks for reaching out to the QuickBooks Community, David.

 

I want to share some insights about the data export process in QuickBooks Online Advanced. 

 

For now, the export option in the system will allow you to export financial reports and lists. However, for non-posting transactions, there is a different way to do it.

 

Follow these steps:

 

  1. Click the Expenses menu, then select Expenses tab.
  2. Select the Filter.
  3. Under Type, choose Purchase Order.
  4. Set your date range and any other filters you need, then Apply.
  5. Select the Export to Excel icon.

 

If you want to include the details, use the Open Purchase Order Detail. Follow this in your QuickBooks Online account:

 

  1. Go to the Reports menu.
  2. From the report finder, type Open Purchase Order Detail.
  3. Update the Report period, then choose Run report.
  4. Click the Export icon on the report.

 

You can also consider checking out for third-party exporter apps. Visit our applications website here: https://apps.intuit.com/app/apps/home

 

We also have another channel for Intuit Developers. There you can find engineers who can recommend third-party applications for you to use. Here's the link to the website: Intuit Developers Community.

 

Here are some related links about exporting reports in QBO and other program tutorials:

 

 

If you need additional help with the export process, feel free to reach out back to me. I'm always here to provide further assistance with anything QuickBooks related. Have a good one!

Fiat Lux - ASIA
Level 15

Any way in QBO Advanced of exporting a purchase order with all its data as an Excel sheet? This was possible in Enterprise Desktop, but can't find it in QBO Advanced.

@david335 

Utilize an exporter tool

https://transactionpro.grsm.io/qbo

 

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us