How to Import Purchase Order Data from QuickBooks into Excel

Managing purchase orders efficiently is crucial for financial oversight and vendor relationship management. By importing QuickBooks Purchase Order data directly into Excel, you can create custom reports, analyze spending patterns, and share insights with stakeholders.

Step-by-Step Guide to Importing QuickBooks Purchase Order Data into Excel

Step 1: Install Coefficient and Connect to QuickBooks

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” in the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient to your Excel workbook
5. Once installed, click on the Coefficient icon in your Excel ribbon
6. In the Coefficient sidebar, click “Import Data”
7. Select “QuickBooks” from the list of available connectors
8. Log in to your QuickBooks account and authorize Coefficient

Step 2: Import Purchase Order Data

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. Browse or search for “Purchase Order” in the objects list
3. Select the specific fields you want to import (e.g., PO Number, Vendor, Amount, Date, Status)
4. Apply any filters if needed (e.g., filter by date range or vendor)
5. Click “Import” to bring the Purchase Order data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. Click on the “…” menu next to your imported data in the Coefficient sidebar
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Purchase Order data will update automatically according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available QuickBooks Data in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s a breakdown of the reports and objects available:

Frequently Asked Questions

Connect QuickBooks to Excel with CoefficientReady to streamline your Purchase Order management?today and transform how you work with financial data.

free QuickBooks report templatesexporting QuickBooks data to ExcelFor more QuickBooks reporting solutions, check out ouror learn more about.