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Importing Purchase Orders into QuickBooks Online

Last updated 08/01/2021

How to import a Purchase Order into QuickBooks Online.

Overview


Cin7 Purchase Orders can be imported into QuickBooks Online as Bills, provided the following two conditions are fulfilled:

  • The total of the Purchase Order is greater than 0, and
  • An invoice date and invoice number have been entered in the Purchase Order.

We recommend importing contacts before importing Orders. This means that any new contacts in Cin7 can be matched to existing contacts in QuickBooks Online correctly.

Purchase Orders will either debit your inventory account or credit an expense account depending on if you are using perpetual or periodic methods respectively.

Importing Purchase Orders


There are two ways to import Purchase Orders into QuickBooks Online.

All Purchase Orders at once

This method will import all orders at the same time. This is the quickest way to import all orders.

  1. From the left navigation, select Accounting, then QuickBooks Online.
  2. Select the Purchases tab.
  3. Select Supplier Invoices.
  4. Click the checkbox next to Cin7 ID.
  5. Click Upload All.

A confirmation will notify you if all orders have been imported successfully.

Imported Purchase Orders will be available as Invoices in QuickBooks Online.

Individual Purchase Orders

You may wish to only import one Purchase Order, or inspect the orders before importing. To do this:

  1. From the left navigation, select Accounting, then QuickBooks Online.
  2. Select the Purchases tab.
  3. Select Supplier Invoices.
  4. Click the checkbox for Supplier Invoices you wish to import.
  5. Click Upload Selected.

Imported Purchase Orders will be available as Invoices in QuickBooks Online.

 

FAQs

Is it possible to automate order imports?

Automatically importing orders is not currently supported. Manually selecting the button for each order(s) adds a level of scrutiny that encourages good accounting practice.