How to Import Purchase Order into QuickBooks Desktop

How to Import Purchase Orders into QuickBooks Desktop?

Import Purchase Orders into QuickBooks Desktop Import Purchase Orders from Supported File Formats directly into QuickBooks Desktop using Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.

Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.

You can download the free trial of the software directly from Website. Follow this text for detailed installation instruction.

Steps to Import Purchase Orders into QuickBooks Desktop Importing Transaction may be a breeze with our simplified and powerful Import wizard. Just follow an easy 3 step process to bulk import your purchase orders to QuickBooks.

Click the Import button within the Dashboard screen or Import option from the File menu within the menu bar to navigate to the File Selection screen of the Import Wizard (Step 1).

Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Purchase Order". "Select Your File" - you'll either click "Browse File" to browse and choose the file from the local computer folder or click "Sample Templates" to navigate to sample enter local.

Step 2 - Mapping: found out the mapping of the file columns like QuickBooks fields. This step is going to be automated for you if you employ the template file. Download Sample Template file.

Step 3 - Review & Import: Review your file data within the Review Grid screen and click on "Send to QuickBooks" to upload your file data to QuickBooks.

Step 4- How to Import Purchase Order into QuickBooks Desktop More detailed instruction of the steps is available during this article.

Import Settings A host of powerful customisations for your file data is out there with Import Settings. this is often available within the Step 3: Review & Import screen or directly under "Edit" Menu within the menu bar.

A number of the very useful settings for transaction includes: Find Matching Transactions in QuickBooks by: Identifier to locate existing transactions in your QuickBooks.

Action When a Matched Transaction Found: If an existing transaction is found for the above setting identifier, then the corresponding action to be taken. you'll prefer to Duplicate/ Ignore/ Update/ Append existing transaction in your QuickBooks.

Pre-Import Validation: Validate the entire file before importing to QuickBooks. By turning this setting ON, file rows are going to be imported only after cleaning up all the problems in file. this feature however will delay the import.

More details about the settings associated with Automatic creation of things, assigning reference number from the file, etc are available during this article.