So i'm wanting to start using purchase ordering with quickbooks online. I looked into this a couple of years ago and thought it wouldn't work for us so we continued with our in-house method. However now, i think it would be beneficial to have all this tied up together, if we can make it work. One of my main concerns is the amount of data that we are going to need to import and how to best set it up.
We are an Electrical Contractors company and we order hundreds of different items so these would all need uploading. We also use approx 8-10 different suppliers
Main concerns are;
We order the same items/part no's from all the different suppliers - is there a way to upload the item/Part no. once and then have different prices for each supplier.
Some items; such as cable prices change on a weekly basis is there a way to bulk update prices like you can do when importing the data - Can you just upload a CSV to update/patch current items or if you uploaded again would it just create a new item?
Lastly - when is it likely to be able to customise the form for Purchase Orders? - Currently it always includes some fields which we dont need, the column width is small and it has a long line of data in it so it makes each row of the purchase order un-necessarily high and the purchase order ends up spanning several pages.
Thank you for reaching out to us here on the Community page, @D3ell.
Once an item is already uploaded to QuickBooks, the system won't allow you to re-import the item again. You'll receive a pop-up message saying that the data isn't imported since it's already in QuickBooks. If you wish to, you can set up your inventory or create items from the Products and Services, then record a purchase order to your vendor manually with the correct amount.
For your reference about adding items/inventory in QuickBooks Online, check out these articles:
On the other hand, we currently don't have the option to customize the purchase order template. The template is based from the master invoice template but can't be customized.
I understand the importance of the feature for you and your business, @D3ell. I'll be taking note of this and for you to stay updated with the QuickBooks news and updates, feel free to visit our blog.
Post again if you have any other questions. I'm a few clicks away to help. Have a good day!
Hey, I'm in a parallel circumstance to the original query.
Purchase materials from varying vendors, at varying prices, I then assemble into products that I sell.
This part of the question was not answered.
How do we handle items we can purchase from a variety of vendors?
Do we create multiple items with the same name, but different vendor int he details?
How do we update the price of these items as it changes over time?
Will updating that affect past transactions (which would be incorrect) and calculations?