How to Import Purchase Order into QuickBooks Desktop

1
(No Transcript)
2
Import Purchase Orders into QuickBooks Online

• Below may be a picture of a sale Order screen
  from QuickBooks Online (QBO) to assist start.
  Please review the screenshot to form sure all the
  fields that are available are noted. the info
  Dictionary can also be referenced for Purchase
  Orders HERE. And also know about how Import
  purchase order into QuickBooks Desktop

3
INSTRUCTIONS

• check in via the Transaction Pro online portal.
• Once logged in, click on the blue Import button.
• Click on the acquisition Orders button near the
  bottom-right.
• Click on the grey Upload box. a replacement
  browser window will open.
• Navigate to the file to import within the File
  Explorer. Select it by clicking thereon, then
  open.
• When the upload is complete, a green check-mark
  will appear over the uploaded file. Click on the
  green Select File Sheet button within the
  bottom-right corner.

4

• On subsequent page, if the Import file has
  multiple worksheets, select the sheet to import.
  just one worksheet my be imported at a time.
• Use the Auto-Match button on the left side (if
  the column names match the sector names on the
  mapping window) or the drop-down options under
  the Import Column to match up the QB fields to
  the import file columns.
• Click on the green Preview and Import button
  within the bottom-right once the fields are
  matched.

5

• The screen provides a review of the import file
  and the way it's mapped. If everything is
  correct, click the green Import button within the
  lower-right corner.
• Click Yes to verify the import.
• If the info has been uploaded successfully, a
  green message will appear along the highest of
  the import screen. If there are any errors, a red
  or yellow message will appear. Find the cell or
  cells within the import file that are highlighted
  in yellow or red and click on the cell to receive
  the particular error message at the highest of
  the screen.