The purchase orders are used to record the database that is further used to send the order details to the vendor or supplier. This way they receive the goods and services on time. You have to import purchase orders into QuickBooks Online using Dancing Numbers online. This article talks about the process of using Dancing Numbers Online software to import purchase orders into QuickBooks Online. The purchase orders can be imported with multiple lines and have information in each line such as number, date, customer, etc.
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You need to import the purchase orders into QuickBooks Online in order to do reports and track profits. The whole process is laid out here; before that, you need to fulfill the prerequisites that are required in order for you to run this software without having any difficulty.
Things Required Before Starting the Purchase Orders Import Process
Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.
How to Import Purchase Orders into QuickBooks Online using Dancing Numbers Online?
Here are the 3 basic steps that you must follow to start the import process. Before proceeding towards steps, you have to connect your QuickBooks Online account with Dancing Numbers Online. Then make sure that the file is placed in the correct place and won’t be expressed. Click on Import to start importing process and then follow the 3 basic steps mentioned here:
- Upload: In the Import process, Choose Transactions and then click on Purchase orders then click on the Browse option to search the purchase order file. Locate the file and click on the Open button to open the file in Dancing Numbers Online software.
- Map: Fill the mandatory fields according to the fields and do choose the fields according to QuickBooks format. Then save the mapping and then proceed forward.
- Import: Check the data of the file that is going to import; check that all the detail and account types must be selected. After that, click on the Import button and the automatic process starts importing your data.
When it is done then it shows you the message Successfully Imported. In some files, if you find the lines written in red color that means there are some issues and fix them to get the import done of that particular data. Now you are done with the automatic process of importing Purchase Orders into QuickBooks Online using Dancing Numbers Online.
Import Purchase Orders Fields in Dancing Numbers Online
|PO No||21 Characters||You have to provide the PO number for the transaction. This number is used for internal processing of the software by the default Reference number for the transaction. You can easily change it using the import settings.|
|Payee||Characters||Mention the payee name for this transaction.|
|Purchase Order Date||Date||User has to mention the date when the transaction happens.|
|Purchase Order Status||Characters||Provide the status of your purchase order.|
|Due Date||Date||Date when the payment of the transaction is due.|
|Ship Via||Characters||Mention from where you are shipping it.|
|Ship-To||Characters||Mention where you are sending it.|
|Terms||Characters||Mention the terms that are the default for these transactions done by you.|
|Billing Address Line 1||500 Characters||It is the first line of the billing address for the invoice.|
|Billing Address Line 2||500 Characters||It is the second line of the billing address for the invoice.|
|Billing Address Line 3||500 Characters||It is the third line of the billing address for the invoice.|
|Billing Address City||255 Characters||Mention the city name for your billing address.|
|Billing Address Postal Code||31 Characters||Mention the zip code for your billing address.|
|Billing Address Country||255 Characters||Mention the name of the country for your billing address.|
|Billing Address State||255 Characters||Provide the name of the state for your billing address.|
|Shipping Address Line 1||500 Characters||It is the first line of the shipping address for the invoice.|
|Shipping Address Line 2||500 Characters||It is the second line of the shipping address for the invoice.|
|Shipping Address Line 3||500 Characters||It is the third line of the shipping address for the invoice.|
|Shipping Address City||255 Characters||Mention the city’s name for your shipping address.|
|Shipping Address Postal Code||31 Characters||Mention the zip code for your shipping address.|
|Shipping Address Country||255 Characters||Mention the name of the country for your shipping address.|
|Shipping Address State||255 Characters||Mention the name of the state for your shipping address.|
|Memo||4000 Characters||Organization-private note about the transaction. This note will not appear on the transaction records by default.|
|Message to Vendor||4000 Characters||Here you can mention the note for the vendor that is about the transaction of the purchase order.|
|Category Account||Characters||Reference to the Expense Account Name associated with the billing.|
|Category Description||4000 Characters||Free form text description of the Expense.|
|Category Line Amount||Decimal||Mention the category line amount in this field for the item.|
|Category Billable Status||Decimal||In the field if TRUE then it is Billable, If FALSE then it is Not Billable.|
|Category Customer||Characters||Reference to the Customer associated with the expense.|
|Category Class||Characters||Mention the category class for the product.|
|Line Item||Characters||If you have any references then mention them here.|
|Line Item Description||4000 Characters||Description of the Item. It will be populated from the Item description entered in QuickBooks Online.|
|Line Item Quantity||Decimal||In this field mention the quantity of item / product / service.|
|Line Item Rate||Decimal||Write down the Unit rate for the Line item / product / service rate.|
|Line Item Amount||Decimal||Provide the Line item amount or the item / product / service amount according to the current price. The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate is present.|
|Line Item Billable Status||Boolean||If it is TRUE then it is Billable; If it is FALSE then it is Not Billable.|
|Line Item Customer||Characters||You have to provide the customer name for the item / product / service.|
|Line Item Class||Characters||Mention the Class name that is associated with this item / product / service.|
|Accounts Payable Account Name||Characters||Specifies which Accounts Payable Account the bill will be credited to.|
|Location||Characters||Provide the correct Location of the transaction if you know it.|
|Currency Code||Characters||Reference to the Currency in which all amounts on the associated transaction are expressed.|
|Exchange Rate||Decimal||You have to mention the Exchange Rate of the given currency against the home currency.|
Make sure that the purchase order transactions file that you want to import must be damage-free and error-free. This helps you to easily import purchase orders into QuickBooks Online using Dancing Numbers Online and saves a lot of time. If you are facing any issues regarding the process, file, or anything else; connect with Dancing Numbers Online professionals. The team is available 365 days a year. You can connect them via email at firstname.lastname@example.org or do a live chat with professionals to get your issues resolved.
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Why did I require importing Purchase Orders into QuickBooks Online using Dancing Numbers Online?
The purchase orders in QuickBooks save all the customer details that increasing the efficiency. Whenever you get an order then for creating new Purchase Order you already have all the details. You have to import purchase orders into QuickBooks Online using Dancing Numbers online as it provides an automatic process and won’t create any false or duplicate database.
What if there are Some new Purchase Orders in the Database of Purchase Orders File that You are importing?
In this case, you have to create new purchase order into your QuickBooks account so that when you import a purchase order into QuickBooks Online using Dancing Numbers then it won’t show you an error.
What kind of File type can be imported When you use Dancing Numbers Online to Import Purchase Orders into QuickBooks Online using Dancing Numbers Online?
The file must be in text format or in excel format. If you have the file in any other format then change it and import the file into QuickBooks Online using Dancing Numbers Online without wasting your time.