How to Upload Purchase Orders in Quickbooks Online

You lot can import Purchase Ordersfrom text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre Requisites:

Connect your QuickBooks Online  a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore  by clicking the "Get App Now" button and become the thirty days free trial [No credit card required].

Importing Purchase Orders into QuickBooks Online:

To import bulk/batch purchase orders into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below

Click on the "Upload File" Carte and upload your file.

Step 1: Select your file and spreadsheet which has the Purchase Orders that you want to import.

Step two: Select the QuickBooks entity equally Purchase Orders.

Step 3: Prepare the mapping of the columns in your Purchase Orders import file to the corresponding fields in QuickBooks (Refer beneath Department).

Step 4: Click Import and your Purchase Orders volition be directly added to your QuickBooks company.

The important step in the import is to map your file headers to the QuickBooks field in Pace iii of the import. Some key steps beneath:

• You need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping will enable united states to import your transactions properly in to QuickBooks visitor.
  
• In the mapping screen, we have the "Preview Mapping" push button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
  
• Please refer basics of field mappings for more than info. If y'all take any defoliation or doubts, feel gratis to drop an email to back up@saasant.com.

SaasAnt Transactions (Online) Fields

Field Name	Format	Description
PO No	21 Characters	Reference number for the transaction. By default, this value is used only for internal processing by SaasAnt Transactions (Online), and QuickBooks auto-generates a new value. This can exist changed in the import settings.
Payee	Characters	Proper name of the vendor for this transaction.
Buy Lodge Date	Date	The date entered by the user when this transaction occurred.
Purchase Order Status	Characters	Buy society status.
Due Appointment	Appointment	Date when the payment of the transaction is due.
Send Via	Characters
Send To	Characters
Terms	Characters	Default Terms for this transaction.
Billing Accost Line i	500 Characters	Commencement line of the billing address.
Billing Address Line 2	500 Characters	Second line of the billing address.
Billing Address Line 3	500 Characters	Third line of the billing accost.
Billing Accost Urban center	255 Characters	City proper noun.
Billing Address Postal Code	31 Characters	Goose egg code.
Billing Accost Country	255 Characters	Country proper name.
Billing Address State	255 Characters	State name.
Shipping Address Line one	500 Characters	Showtime line of the shipping accost.
Shipping Accost Line 2	500 Characters	Second line of the shipping address.
Shipping Accost Line three	500 Characters	Tertiary line of the shipping address.
Shipping Address Metropolis	255 Characters	City proper name.
Aircraft Address Postal Lawmaking	31 Characters	Aught code.
Shipping Address State	255 Characters	Country name.
Shipping Address State	255 Characters	State name.
Memo	4000 Characters	The Annotation about this Transaction.
Bulletin to Vendor	4000 Characters	The Annotation to the supplier virtually this Transaction.
Category  Account	Characters	Reference to the Expense Account Name associated with the billing.
Category  Description	4000 Characters	Complimentary form text description of the Expense.
Category Line Amount	Decimal	The amount of the line particular.
Category  Billable Condition	Decimal	The billable status of the expense. Trueif Billable, FalseIf Not Billable.
Category Customer	Characters	Reference to the Customer associated with the expense.
Category  Class	Characters	Reference to the Class for the Expense.
Line Item	Characters	Reference to the Item.
Line Item Description	4000 Characters	Description of the Item. It will exist populated from Particular description entered in QuickBooks Online.
Line Particular Quantity	Decimal	Number of items for the line.
Line Item Rate	Decimal	The Unit price of the Particular.
Line Detail Amount	Decimal	The Total Amount of the Item. Not required if Line Item Quantity & Line Particular Rate is present.
Line Item Billable Status	Boolean	The billable status of the Detail. Trueif Billable, ImitationIf Not Billable.
Line Item Client	Characters	The Client proper noun for the Detail.
Line Item Course	Characters	The Class name associated with this detail.
Accounts Payable Account Proper noun	Characters	Specifies which Accounts Payable Account the neb volition be credited to.
Location	Characters	The Location of the transaction.
Currency Code	Characters	Reference to the Currency in which all amounts on the associated transaction are expressed.
Exchange Rate	Decimal	The Substitution Rate of the given currency confronting the dwelling currency.

---

Possible Failures & Troubleshooting Tips

The currency of the transaction is invalid for customer / vendor / account.

The given Currency is different than the default currency of the vendor. Delight refer the Vendor's Currency in QuickBooks & update the same currency in Currency Field.

Information technology is possible that Multi Currency feature in QuickBooks could be disabled. Please enable the feature.

Required parameter(south) missing:Amount

Please provide at to the lowest degree one Detail Line details or Expense Account Line Details to process.

No matching Product/Service constitute (or) could exist created for the provided details.

Delight provide valid proper noun in Product Field.

Y'all might have disabled "Auto Create List Entities" Feature in Import Settings. By enabling this feature, QuickBooks will automatically create the product for the transaction.

Indistinguishable Document Number Fault : You must specify a different number. This number has already been used.

There is another Buy Order with aforementioned reference number. Please use the another reference number.

You take disabled "Assign Transaction Numbers from file" in Import Settings. Past enabling this feature, QuickBooks will automatically assign numbers for the transaction.

No matching reference found for this account.

Please provide valid Expense account name in "Account" field.

Invalid account blazon: You need to select a different type of account for this transaction.

Please provide valid Expense account proper name in "Business relationship" field.

Amount is missing in the request.

The Line Item amount is missing for the particular line item.

Required parameter Line: Amount is missing in the request.

The Line Item amount is missing for the particular line item.

Please check in QuickBooks company settings if the appropriate preferences are enabled for the successful upload of electric current data ready. Due east.g. Shipping, Multi-Currency, etc.

If you have provided Aircraft Address or Currency, then delight make sure you lot accept enabled Shipping & Multi-Currency feature in QuickBooks Online.

Requested entity/feature (BillableExpense) is not supported by QuickBooks per your subscription.

Billable Customer or Expense characteristic is not available for your QuickBooks Online Subscription. Please remove the values in Billable Fields (Expense Billable, Line Item Billable).

No matching reference found for this customer.

In that location is no friction match found for given Client Name.

Please enable "Auto Cosmos of List Entities (Vendor, Customer)" characteristic in import settings to create the customer automatically.

No matching vendor found (or) could be created for the provided details.

At that place is no match found for given Vendor Name.

Please enable "Car Creation of List Entities (Vendor, Customer)" feature in import settings to create the customer automatically.

If the currency field has some value,Please enable Multi Currency feature in QuickBooks .

Business Validation Error: There is no account associated with the particular "XXXXX". Is it marked for purchase, and has an account associated with information technology?

Please assign the Expense Account for Production / Service "XXXXX" in your QuickBooks Online.

Business Validation Error: Y'all must select a customer for each carve up line that is billable.

Delight enable the below features in your QuickBooks Online.

• Rails expenses and items by client
• Brand expenses and items billable

Invalid Condition value.

Delight provide one of the below values

• Open
• Closed

Transaction corporeality (Sum of line amounts) must exist 0 or greater.

Please provide the valid amounts (Not Negative) in Line Item Corporeality and Expense Amount.

gundersonaraved.blogspot.com

Source: https://support.saasant.com/support/solutions/articles/14000053196-how-to-import-purchase-orders-into-quickbooks-online-u-s-

Bagikan Artikel ini