Import Purchase Orders into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Purchase Orders automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Purchase Orders from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise Editions.
You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.
Steps to Import Purchase Orders into QuickBooks Desktop
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – File Selection: For the selection of a file click “Select Your File”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample File” to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file.
Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|
Field Name | Format |
Description |
|
Vendor | Text |
Vendor/ Service Provider Name |
|
Template | Text |
Format/Category of the transaction |
|
Date | MM/DD/YYYY |
The Date on which transactions occurs |
|
Purchase Order Number | Numerical |
A Unique number assigned to the transaction |
|
Due Date | MM/DD/YYYY |
Date till when payment must be done |
|
Total Amount | Numerical |
The Total amount which needs to be paid |
|
Memo | Alphanumeric |
Additional Notes used for business |
|
Vendor Message | Alphanumerical |
Message or any instructions from Vendors |
|
Is Tax Included | Y/N |
Shows if the tax is included or not |
|
Vendor Address Line 1 | Text |
The First line of Vendor’s Address |
|
Vendor Address Line 2 | Alphanumeric |
Second Line of Vendor’ Address |
|
Vendor Address Line 3 | Text |
Third Line of Vendor’s Address |
|
Vendor Address Line 4 | Text |
Fourth Line of Vendor’s Address |
|
Vendor Address Line 5 | Text |
Fifth Line of Vendor’s Address |
|
Vendor City | Text |
City of the Vendor’s address |
|
Vendor State | Text |
State of the Vendor’s address |
|
Vendor Postal Code | Numerical |
Zip Code of the Vendor’s Address |
|
Vendor Country | Text |
Country of the Vendor’s Address |
|
Vendor Note | Alphanumerical |
Any additional or extra notes from the Vendor |
|
Ship Address Line 1 | Text |
Shipping Address first line |
|
Ship Address Line 2 | Alphanumeric |
Second Line of Shipping Address |
|
Ship Address Line 3 | Text |
Third Line of Shipping Address |
|
Ship Address Line 4 | Text |
Fourth Line of Shipping Address |
|
Ship Address Line 5 | Text |
Fifth Line of Shipping Address |
|
Ship City | Text |
City of the Shipping Address |
|
Ship State | Text |
State of the Shipping Address |
|
Ship Postal Code | Numerical |
Zip Code of the Shipping Address |
|
Ship Country | Text |
Country of the shipping address |
|
Ship Note | Alphanumerical |
Any notes or comments related to Shipping |
|
Item | Alphanumeric |
Name of the item or product |
|
Description | Alphanumeric |
Description of the product or item |
|
Quantity | Numerical |
Number of the products |
|
U/M | Numeric |
Unit of Measure |
|
Rate | Numerical |
Price of the product per Quantity |
|
Manufacturer Part Number | Alphanumeric |
A Unique number assigned by the manufacturer |
|
Customer | Text |
Name of the customer |
|
Amount | Numerical |
Due amount |
|
Unique ID | Internal QuickBooks ID |
Unique Number assigned by QuickBooks |
Import Settings
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
I want to Import Purchase Order with Purchase order Numbers from the File. Will it be Supported?
Yes. It will be Supported.
Will Your Application Support Multi-Line Transactions?
Yes. However, the same Purchase Order Number is required to be mentioned in multiple lines to group the lines and the Total is supposed to Match.
I made Some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?
It is possible to undo the import partially/ completely with the Delete feature available.
Does Your App Support Taxes?
Yes. It Supports.
I Don’t want to Create Products Automatically for my Invoices; Also I am Unable to Create Products Before Each Upload. Will it be Supported?
Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
My File has Some Specific Date Format. I don’t want to Change the File. Will your Product Support all Date Formats?
No. It needs to specify the specific date format as MM/DD/YYYY
Do You have Any Sample Templates?
Yes. We do have. Sample Template.
File Types Supported by Your Application?
XLS, XLSX, etc are Supported File Formats
+1-800-596-0806