How to import Purchase Orders into QuickBooks Online using Axis Online

Overview

Purchase orders are used in QuickBooks Online to request items for use in a business or for resale.  With Axis Online you can import purchase order in batch from text, Excel or IIF files directly into your QuickBooks Online company file.

Steps to import purchase orders

  1. Click on the Create button to start a new Axe and enter the name of the Axe
  2. Step One – Select File Upload and browse to the file that contains the purchase orders that you want to upload into QuickBooks Online
  3. Step Two – Select the Event as a File upload and when that occurs create a purchase order, and then next
  4. Step Three – Mapping the fields on a purchase order to the columns in your uploaded file
  5. Step Four – Lets test it and save it

Tutorial on how to import purchase orders




Detailed description of the files you can import


QuickBooks Online FieldFormatDescription
Doc NumberStr 21MANDATORY FIELD - Purchase Order number, duplicate DocNumbers are accepted in QuickBooks, see also Auto Numbering
Txn DatedateThe date of the purchase order, If you leave TxnDate out the mapping, the current date in QuickBooks Online will be used.
Private NoteStr 4000User entered, organization-private note about the transaction. This note will not appear on the transaction records by default.
Line DescriptionStr 4000A descriptive text field for the Item
Line AmountNum 10.5MANDATORY 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 PriceDecimalUnit price of the item
Line Item QtyDecimalNumber of items ordered
Line Item Tax Code 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
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 associated 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
Vendor AddrLine1.. etc Vendor Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
Ship AddrLine1.. 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