Import purchase orders into QuickBooks Online

Zed Axis can help you import purchase orders from text, Excel and IIF files into QuickBooks Online.  Follow the standard steps to browse to a file, setup a mapping and process the import into QuickBooks Online.  
 
 
The following fields are available to import into QuickBooks Online.
 
 
QuickBooks Online Field Format Description
DocNumber Str 21 MANDATORY FIELD - Purchase Order number, duplicate DocNumbers are accepted in QuickBooks, see also Auto Numbering
Txn Date date The date of the purchase order, If you leave TxnDate out the mapping, the current date in QuickBooks Online will be used.
PrivateNote Str 4000 User entered, organization-private note about the transaction. This note will not appear on the transaction records by default.
Line Description Str 4000 A descriptive text field for the Item
Line Amount Num 10.5 MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price
Line Item Ref   MANDATORY FIELD - The name of the item purchased
Line Item Class   Class for the line item
Line Item Unit Price Decimal Unit price of the item
Line Item Qty Decimal Number of items ordered
Line Item TaxCode   Tax code used for the item
Line Customer   Customer associated with the item purchase
Line Billable Status   Billable status of the expense values Billable, NotBillable, HasBeenBilled
Line Account Description   Description for the expense line
Line Account Amount   Amount of the expense
Line Account Customer   Customer name associated with the expense
Line Account Class   Class associated with the expense
Line Account   Name of the expense account
Line Account Billable Status   Billable status of the expense values Billable, NotBillable, HasBeenBilled
Line Account Tax Code   Tax code associated with the expense line
Txn Tax Code Name   Reference to the transaction tax code
Total Tax   Total calculated tax for the transaction
Tax Line Amount   Amount fo
Tax Percent Based   True - sale tax as a percentage, False - sales tax as an amount
Tax Percent   Percentage of the tax line ie 8.5% use 8.5
Vendor Ref   Full name of the vendor
AP Account   The Accounts Payable account the purchase is credited
Class Ref   Class assoicated with the transaction
Sales Term   Reference to the terms for the purchase
Due Date   Date payment is due if not provided defaults to Sales Terms date
VendorAddrLine1.. etc   Vendor Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
ShipAddrLine1.. etc   Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
Ship Method Ref   Method of shipment for the purchase
PO Status   Status of the purchase values Open, Closed
Global Tax Calculation   Method to which tax is applied - TaxExcluded, TaxInclusive or NotApplicable

 

By Steve Batten

 

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