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MarieMeyer505
April 1, 2024
Question

Exchange POs b/n two companies using QB Desktop

  • April 1, 2024
  • 1 reply
  • 0 views

I have a non-profit client that is supported by a foundation at a different location. Both use QB Desktop. The foundation handles the money, so my client conducts their operations then sends Purchase Orders to the Foundation, who cut the checks to pay the vendors. The POs are sent as scans, and the foundation rekeys all the information. Unsurprisingly, a lot of errors happen.

 

Is there a way the client can export the POs in a file the foundation can import into their version of QBD, thus eliminating the time and errors caused by them rekeying the information?

1 reply

4
4Gal
April 1, 2024

You can ask the NGO to use the exporter tool ($299) and the foundation use the importer tool ($199). Each party needs to purchase a one time license tool and they can get $100 cashback each for purchasing the license through a partner.

https://get.transactionpro.com/qbd

 

E
Erika_K
April 1, 2024

I understand the convenience of instantly exchanging transactions between different companies, Marie. 

 

The option to directly export Purchase Orders to another QuickBooks company file isn't available. However, we can manually export them as an Excel file and then convert the data into an. IIF file. To proceed, we can download and install the IIF importer kit and use it as a reference guide for creating and working with .IIF import files.    

 

Here's how: 

 

  1. User-added image
  2. Select the Save button to download the IIF_Import_Kit.zip file to your Windows desktop.
  3. Use WinZip or any compatible file compression utility to extract the contents of the downloaded file. The contents will automatically extract into a sub folder called .IIF Import Kit.
  4. Open the IIF Import Kit folder to view its contents.

 

You can visit this article for more info: IIF Overview: import kit, sample files, and headers. 

 

Here's an article you can read to learn how to import and export Intuit Interchange Format (IIF) to and from QuickBooks Desktop: Export, import, and edit IIF files. 
 

Hit the Reply button if you have additional questions about managing your Purchase Orders in QuickBooks. We're available anytime to assist. Take care always! 

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