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Level 1

Importing Purchase Orders with CSV file into QBO

Hi

 

Is it possible to import a purchase Order from Excel or a CSV file into QBO?

 

I have large Purchase Orders of approx 80 - 100 lines at a time and  would like to be able to pull this data into QBO instead of manually typing the Stock codes and then the Quantities.

 

Many Thanks

Graham

7 Comments
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QuickBooks Team

Importing Purchase Orders with CSV file into QBO

Thank you for taking the time to reach out to us here on the Community page, @graham-hogg.

 

We're able to import bank transactions to QuickBooks Online (QBO) by preparing an Excel CSV file. However, importing purchase order to QBO isn't available as of the moment. To bring the details to QuickBooks, you have to input the transactions manually.

 

To create a purchase in QBO:

 

  1. Select Purchase order under Suppliers from the Plus (+) icon.
  2. Fill in the necessary information, then click on Save or Save and close to record the transaction. Or, tap on Save and new if you wish to enter a new purchaser order.

 

I understand the importance of being able to import purchase orders to QBO, @graham-hogg. I'll take note of this and ensure to send feedback to our product developers. This way, they'll be able to know and might consider the feature in the coming updates.

 

For additional reference about importing bank transactions using Excel CSV files, read these articles:

 

 

Post again if you have any other questions. I'm a post away to help. Have a good day!

Highlighted
Level 11

Importing Purchase Orders with CSV file into QBO

@graham-hogg 

Utilize the 3rd party tool to import PO data in bulk

https://transactionpro.grsm.io/qbo

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

 

The template should be like this 

RefNumberAPAccountVendorPrintOnCheckNameTxnDateDueDateSalesTermPOStatusShipMethodNameClassAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples 15/05/202015/05/2020 OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples 15/05/202015/05/2020 OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples 15/05/202015/05/2020 OpenUPS 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           

 

Hope it helps.

Highlighted
Level 1

Importing Purchase Orders with CSV file into QBO

Thanks for your response, however until it is a feature that you can import PO data for inventory items I am stuck wasting time doing manual data capture :(

Highlighted
Level 1

Importing Purchase Orders with CSV file into QBO

Hi

 

Many thanks for your suggestion, however this is not for importing PO for Inventory items and there is already a feature to import Bills into QBO

Highlighted
Level 11

Importing Purchase Orders with CSV file into QBO

That template is only for data transaction of Purchase Order. We must use other template to import other transaction type.

 

Hope it clarifies.

Highlighted
Level 1

Importing Purchase Orders with CSV file into QBO

I see this post was three months ago. How far are you with this (creating an import purchase orders function)?

Highlighted
Moderator

Importing Purchase Orders with CSV file into QBO

Thanks for joining this thread, Serge01.

 

For now, the ability to import Purchase Orders into QuickBooks Online is still unavailable. We're unable to provide you a specific time frame as to when this feature be added in QuickBooks. You'll want to consider looking for a third party application that can integrate with QBO. That way, you'll be able to import purchase orders. You can visit this link: QuickBooks App Center

 

I would also recommend visiting our QuickBooks Blog. From there, you'll be updated with the features and enhancements that our developers are currently working on.

 

Please let me know if you any other QuickBooks concerns. I'll be around to help you out.