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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
Solved! Go to Solution.
Graham,
We have the same problem you do or did. We create a vendor template with all the items we order. It's quick to create this template, just copy one of your PO's to recurring transactions and name it for one of your vendors. Now each time you order, everything is done. Just change the quantities and save as a new PO. We also use https://saasant.com to import invoice detail into QBO. However, I don't think they offer PO's at the moment. But you may want to check. It may be offered now.
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:
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!
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
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | POStatus | ShipMethodName | Class | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | 15/05/2020 | 15/05/2020 | Open | UPS | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | ||||||||||||||||||||
101 | Staples | 15/05/2020 | 15/05/2020 | Open | UPS | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | ||||||||||||||||||||
101 | Staples | 15/05/2020 | 15/05/2020 | Open | UPS | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Furnitue | New Chairs | 300.18 |
Hope it helps.
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 :(
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
That template is only for data transaction of Purchase Order. We must use other template to import other transaction type.
Hope it clarifies.
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.
Hi! I would also suggest changing the font on your website, it's really hard to read
Thanks for sharing your feedback, Charlie Chen.
We're working on any improvements to the QuickBooks Blog website to ensure that it'll suit your preference.
For now, we can adjust the font size and style through your browser settings. I'll share a few steps for Chrome. Here's how:
You can also press and hold the Ctrl key on your keyboard while scrolling down or up. This will change the font size without going to the settings.
The steps vary on every browser. Let us know if you're using a different one so we can provide another steps.
Have a great day!
If importing purchase orders via CSV file isn't supported at the moment, is it possible to create purchase order over API calls?
You may utilize an importer tool
https://transactionpro.grsm.io/qbo
Prepare the PO data with the following template
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | POStatus | ShipMethodName | Class | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | 15/05/2020 | 15/05/2020 | Open | UPS | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25,1 | ||||||||||||||||||||
101 | Staples | 15/05/2020 | 15/05/2020 | Open | UPS | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50,25 | ||||||||||||||||||||
101 | Staples | 15/05/2020 | 15/05/2020 | Open | UPS | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Furnitue | New Chairs | 300,18 | ||||||||||||||||||||
185 | Green's Taxi Service | 15/05/2020 | Net 30 | Closed | 1 Main Street | San Diego | CA | 12345 | Transportation | 125,13 |
Graham,
We have the same problem you do or did. We create a vendor template with all the items we order. It's quick to create this template, just copy one of your PO's to recurring transactions and name it for one of your vendors. Now each time you order, everything is done. Just change the quantities and save as a new PO. We also use https://saasant.com to import invoice detail into QBO. However, I don't think they offer PO's at the moment. But you may want to check. It may be offered now.
Hey @graham-hogg
Can you explain where to find this import bills feature? I can not find it anywhere.
Thanks,
Ty
Hi Ty
Just go to the Gear at the top right of the home screen and then select import data
Then select Bills
Would like to know if QuickBooks is in the work of developing a way to import purchase orders in bulk in the near future and if there is a timeline to that?
Hi there, Palletfy Rep.
Thank you for visiting the QuickBooks Community. I'll ensure you can send feedback so your suggestion is forwarded to the Product Development Team.
QuickBooks is continuously improving the product's features to better meet the needs of our customers. With this, our engineering team is constantly working on new features that may be considered in the future. However, we are unable to provide a specific time frame as to when the option to import purchase orders in bulk will be available.
I suggest going to the Gear icon in QuickBooks Online. From there, you're able to choose Feedback to submit a request about importing purchase orders. Any recommendations are sent to our engineer for consideration in future updates.
You may refer to this article to see different details on how you can add an accepted purchase order to a transaction for your supplier: Add purchase orders to expenses, bills, or cheques in QuickBooks Online.
Please let me know if you have other concerns about managing your PO and supplier transactions in QBO. I'll gladly help. Take care always.
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