Follow the steps in this article to import purchase orders in batch from Excel or text files into QuickBooks Point of Sale using Zed Axis.

Open your QuickBooks Point of Sale company file and connect Zed Axis to it
Click on the Import tab and browse to the location of the Excel or text file that you wish to import
Add a mapping and map the columns in your import file to the corresponding fields in QuickBooks Point of Sale
Click import and Zed Axis will create the purchase orders directly in QuickBooks Point of Sale

Sample Purchase Orders template

Description of the fields on a purchase order you can import:

QuickBooks POS Field	Format	Description
Associate	Str 40	The employee making the purchase order transaction
Cancel Date	Date	Date after which after delivery may be refused
Discount	Amt	The amount of discount available on the transaction
Discount Percent	Float	The percentage discount available on the transaction
Fee	Amt	Fee such as special handling fee
Instructions	Str2000	Instructions to the Vendor regarding the order
Purchase Order Number	Str20	Reference number for the purchase order (should be unique)
Purchase Order Status Desc	Str	Status for the order ie (Open, Closed or Custom, can be defined in QBPOS company pref)
Ship To Store Number	Int	Store to which the item should be shipped (1-10)
Start Ship Date	Date	Estimated shipping date for the order
Store Number	Int	The number of the store values (1 -10) (multi store QBPOS only)
Terms Discount	Float	The discount percentage
Terms Discount Days	Int	Number of days after which payment must be received to obtain discount
Terms Net Days	Int	Days after invoice that payment is due
Txn Date	Date	Date of the purchase order
Vendor Name	Str	Mandatory Name of the vendor
ALU	Str 20	Item alternate lookup code, to match using this field please select the option in the more options settings
Attribute	Str 12	Item characteristic ie color, pattern, material etc.
Cost	Amt	.Cost of the item purchased
Item Name	Str 30	Mandatory Name of the item
Item Inventory Department	Str	Mandatory Department for item (only used if a unmatched Item needs to be created) use a constant value of System as default value
Desc2	Str	Secondary description for the item
Extended Cost	Amt	Extended amount of the line item ie Quanity x Cost
Qty	Quan	Quantity of the item purchased
Size	Str 12	Size of the item
Unit Of Measure	Str 20	Unit of measure for the item
UPC	Str 18	Items unique UPC/EAN/ISBN identifier

Article ID: 247, Created: 7/9/2014 at 7:11 AM, Modified: 11/17/2022 at 5:09 AM

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Because I can not find import words on purchase order template?
sambunteang (12/29/2020 at 12:59 AM)

Import purchase orders into QuickBooks POS

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