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graham-hogg
Level 2

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

Solved
Best answer February 14, 2021

Best Answers
Plano_user
Level 1

Importing Purchase Orders with CSV file into QBO

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.

View solution in original post

15 Comments
Angelyn_T
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!

Fiat Lux - ASIA
Level 15

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.

graham-hogg
Level 2

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 :(

graham-hogg
Level 2

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

Fiat Lux - ASIA
Level 15

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.

Serge01
Level 2

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)?

GlinetteC
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.

Charlie Chen
Level 1

Importing Purchase Orders with CSV file into QBO

Hi! I would also suggest changing the font on your website, it's really hard to read

JamesDuanT
Moderator

Importing Purchase Orders with CSV file into QBO

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:

  1. Click the three-vertical dots in the upper-right corner of your browser.
  2. Select Settings and go to the Appearance section.
  3. From there, you can change the Font size and style.

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!

Sandra Hou
Level 1

Importing Purchase Orders with CSV file into QBO

If importing purchase orders via CSV file isn't supported at the moment, is it possible to create purchase order over API calls?

Fiat Lux - ASIA
Level 15

Importing Purchase Orders with CSV file into QBO

@Sandra Hou 

You may utilize an importer tool

https://transactionpro.grsm.io/qbo

 

Prepare the PO data with the following template

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           
185 Green's Taxi Service 15/05/2020 Net 30Closed  1 Main Street   San DiegoCA12345    Transportation 125,13           
Plano_user
Level 1

Importing Purchase Orders with CSV file into QBO

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.

View solution in original post

Dancing Numbers
Level 2

Importing Purchase Orders with CSV file into QBO

Most Important things in QuickBooks are import, export, and delete that you have to use for your data. Import and export data when required, and delete useless data to or from your QuickBooks account. So you can use Dancing Numbers importer, exporter, and deleted to process all these 3 services automatically to save your time.


The data that on which you can apply these services are:

Lists:- Chart of Accounts, Journal Entry, Class Discount Item, Employee location, Multi-Currency, Group Item, etc.
Transactions:- Vendor, Employee, Banking, Customer, etc
Other things:- Vehicle Mileage, Inventory Adjustment, Inventory Transfer, etc.

You may try the Dancing Numbers Importer free trial for your need.

Tyh11
Level 1

Importing Purchase Orders with CSV file into QBO

Hey @graham-hogg 

 

Can you explain where to find this import bills feature? I can not find it anywhere.

Thanks,

Ty

graham-hogg
Level 2

Importing Purchase Orders with CSV file into QBO

Hi Ty

 

Just go to the Gear at the top right of the home screen and then select import dataScreenshot 2021-06-08 at 18.19.14.png

Then select Bills

Screenshot 2021-06-08 at 18.21.13.png