Import Purchase Orders into QuickBooks Online: Step-by-Step Guide

Importing Purchase Orders into QuickBooks Online (QBO) keeps your records accurate and up-to-date. It also helps simplify your workflow and manage inventory more efficiently. However, it can get tricky with data format issues, field mapping, and technical hiccups. That’s where Saasant Transactions comes in to make the import process automated, smooth, and easy so you can focus on what you do best. SaasAnt Transactions has a 4.9-star rating from about 3600 users.  It helps you save time, reduce errors, and ensure your financial data integrates seamlessly into QuickBooks.

Import Purchase Orders into QuickBooks Online: Quick Instructions

• Integrate SaasAnt Transactions from the QuickBooks app store. 

• Upload the file

• Review and Import.

• Rollback (undo) if needed.  

Import Purchase Orders into QuickBooks Online

Real-time inventory tracking is just a purchase order import away.

You've been manually entering purchase orders into QuickBooks for too long. It's time-consuming and error-prone. SaasAnt Transactions automates this process, saving you time and boosting accuracy. This article will guide you through importing purchase orders into QuickBooks Online using SaasAnt Transactions.

Import Purchase Orders into QuickBooks Online - Step-by-Step Guide

Step 1: Log into SaasAnt Transactions 

Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. This certified, secure app is designed to keep your data safe and well-managed.

Step 2: Upload your File

• Now, navigate to the SaasAnt Transactions dashboard and select New Import. Under Vendor Transactions, select Purchase Orders. 

• Browse and select the file you want to import. You can upload any file format, such as  XlS, XLSX, CSV, or IIF. Additionally, if you have a PDF file, you can convert it to a supported format. 

• You can also enter the Google Sheet link. 

Note: You can import all customer and vendor transactions, contacts, and products.

Step 3: Mapping

Select a sheet in case you have multiple sheets in the same file. 

Mapping matches the fields in QuickBooks to those in the imported file.

For example, when you upload the file, select Purchase Order from QuickBooks Entities. QuickBooks attributes for purchase orders will appear on the left, such as Purchase Order Number. If your file lists Purchase Order Number under S.No, you must map them correctly.

Preview Mapping shows you how the fields would be mapped in QuickBooks.

Using the SaasAnt Transactions import template can make mapping even simpler. 

Step 4: Reviewing Your Data Before Final Import

Review the data mapped to avoid mistakes and ensure the accurate alignment of all details. SaasAnt Transactions facilitates data review and corrections, helping you identify errors and resolve them.

Step 5: Completing the Import Process

Upon confirming the data accuracy, click ‘Upload’ to import your purchase orders into QuickBooks Online. 

Step 6: Verifying the Imported Purchase Orders

Upon successful import, the list of purchase orders uploaded will appear with their reference number. Click on the reference number to verify whether that purchase order has been uploaded into QuickBooks. 

Once the data is uploaded, click on Show Results. If there is an import issue, you will get an error report, and SaasAnt Transactions will offer suggestions to resolve the issue. 

You can also roll back (undo) the imported data if needed. 

A quick note: You can also automate bulk upload of financial statements using email, FTP/SFTP, or Zapier using SaasAnt Transactions. 

For a more detailed explanation, here’s a video you can watch

Benefits of Importing Purchase Orders into QuickBooks using SaasAnt Transactions

• SaasAnt Transactions speeds up the import and export process, cutting down the time needed for manual data entry.

• Its advanced automation handles repetitive tasks, minimizes errors, and saves time. You can sync data effortlessly through email, FTP, and Zapier, keeping your records current.

• The application supports importing all transaction types and lists compatible with QuickBooks, and you can process unlimited transactions in seconds. Bulk imports are a significant feature of SaasAnt Transactions.

• In addition to importing and exporting, it lets you delete multiple transactions from QuickBooks simultaneously. With just a few clicks, you can remove unwanted entries in bulk.

• SaasAnt Transactions lets you review imports and exports before making changes. You can preview transactions, verify details, and adjust preferences before finalizing.

• It also integrates smoothly with Google Drive, Box, Dropbox, FTP, and SFTP.

Conclusion

Importing purchase orders into QuickBooks doesn’t have to be so difficult. Simply integrating SaasAnt Transactions ensures accurate record-keeping. Following the outlined steps in the article, you can efficiently import purchase orders to QuickBooks Online. This application saves you time but also provides the accuracy and reliability of financial data. You can start with a 30-day free trial immediately since no credit card details are required. 

FAQs

How do I import orders into QuickBooks online?

Using SaasAnt Transactions, you can easily import orders into QuickBooks online. Just integrate the application with QuickBooks and import any type of file, such as XlS, XLSX, CSV, or IIF. You can also convert PDF files to the desired format and upload them into QuickBooks. 

Can you import purchase orders into QuickBooks?

Yes, you can import purchase orders into QuickBooks using SaasAnt Transactions. The application lets you upload XlS, XLSX, CSV, or IIF file formats. You can also convert PDF files to the desired format and upload them into QuickBooks.

Can I import purchase orders in bulk, or do I need to import them individually?

You can bulk import purchase orders into QuickBooks using SaasAnt Transactions and automate the import using Email, FTP, or Zapier automation. 

What if I encounter errors during the import?

If you encounter errors, SaasAnt Transactions will provide error messages that help identify the issue. Double-check your data formatting and mapping and ensure all required fields are filled.

How do I map the fields in my import file to QuickBooks Online fields?

SaasAnt Transactions Online allows you to map your data fields automatically from the import file to the corresponding fields in QuickBooks. You can customise the mapping according to your needs and save it for future use. 

What are the advantages of SaasAnt Transactions?

SaasAnt Transactions makes the bulk upload process very easy, and you can also opt for automation using email, FTP, or Zapier. Also, this application helps in error identification and comes with advanced features like rules, live edits, batch transactions, reports, export, and delete. You can start with a 30-day free trial immediately since no credit card details are required.