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We have provided a picture of a purchase order screen from QuickBooks Online and a table with information on each of the fields to help get you started. Please review both the screen shot and the table to make sure you see all the fields that are available.
Here is a table with all the fields on a purchase order in QuickBooks Online along with some helpful tips. On the left hand side at the top be sure to select 100 in the dropdown next to Show so you can see all the fields available. We have included both the US and Global fields in this table. Depending on which country your QuickBooks Online company file is using not all fields are available. Also for Global users here is an article on how to import sales tax.
|QuickBooks Field||QuickBooks Form - Field Description||Notes||Required Field||Type (D for Date, N for Number and T for Text)|
|RefNumber||Purchase Order- Purchase Order||Y||T|
|APAccount||Non US QuickBooks Online companies only. To be used if you have multiple AP accounts in your QBO company file. Please provide the account number in your import file.||N|
|Vendor||Vendor - Full Name||If this an existing vendor TPI will use the info on the vendor information screen to produce the check. If the vendor does not exist TPI will create the vendor with whatever info is in the import file.||Y||T|
|TxnDate||Purchase Order - Purchase Order Date||D|
|DueDate||Purchase Order - Due Date||D|
|SalesTerm||Vendor - Terms||T|
|POStatus||Purchase Order - Purchase Order Status|
|ShipMethodName||Purchase Order - Ship via||T|
|AddressLine1||Mailing Address - Address Box||T
|AddressLine2||Mailing Address - Address Box||T
|AddressCity||Mailing Address - Address Box||T|
|AddressState||Mailing Address - Address Box||T|
|AddressPostal Code||Mailing Address - Address Box||T|
|Private Note||Puchase Order- Memo||T|
|Currency||Purchase Order- Currency||Non US QuickBooks Online company files only.||T|
|Exchange Rate||Purchase Order - Exchange Rate||Non US QuickBooks Online company files only.||N|
|AmountsInclTax||Non US QuickBooks Online company files only. Exclusive of Tax – Use the following values: 1, -1, true, y, yes, tax included|
Inclusive of Tax – Use the following values: 0, f, false, n, no taxexcluded
Out of scope of VAT – Use the following value: 2
|LineItem||Purchase Order - Item Details - Product/Service||Y||T
|LineDesc||Purchase Order - Item Details -||T|
|LineQty||Purchase Order - Item Details -||N|
|LineUnitPrice||Purchase Order - Item Details -||on your bills.||N|
|LineAmount||Purchase Order - Item Details -||N|
|LineClass||Purchase Order - Item Details -||T|
|LineBillableStatus||Purchase Order - Item Details -||Y for Yes, N for No.||T|
|LineBillableEntity||Purchase Order - Item Details -||Name must exist in QBO pre-import.||T|
|LineTaxCode||Purchase Order - VAT||For a list of valid Sales Tax / VAT codes to use, in QBO select Sales Tax / VAT and then view tax rates.||T|
If you have any difficulties with the mapping feel free to send your file to email@example.com and we will help you get started.