Skip to main content
G
graham-hogg
March 2, 2020
Solved

Importing Purchase Orders with CSV file into QBO

  • March 2, 2020
  • 2 replies
  • 0 views

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

Best answer by Plano_user

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.

2 replies

Angelyn_T
Angelyn_T
March 2, 2020

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!

G
graham-hoggAuthor
March 3, 2020

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 :(

P
Plano_userAnswer
February 14, 2021

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.

Fiat Lux - ASIA
Fiat Lux - ASIA
March 3, 2020

@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.

G
graham-hoggAuthor
March 3, 2020

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
Fiat Lux - ASIA
March 3, 2020

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

 

Hope it clarifies.

    Terms & ConditionsAccessibility statement