Sales Order is a document created by the seller where one mentions the details regarding the product and services a customer has purchased or ordered. The document contains necessary information related to the customer and the items they have purchased. If you want to import the sales order from an excel sheet into QuickBooks, you can do this easily. Learn with us how to import sales orders into QuickBooks Desktop using the excel sheet.
In this guide, we will draw your attention to the information a sales order document contains. Along with this, we will show you the whole procedure of importing the sales orders from the excel sheet to the QuickBooks company files.
What is a Sales Orders Document?
The document of a sales order contains a lot of information about the products and services purchased by the customer. If you are wondering what all data it contains, check out the following:
- Sales Order Number
- Customer Name
- Sales Order Date
- Due Date
- PO Number
- Ship Date
- Shipping Address (Line 1, Line 2, City, State, Postal Code)
- Billing Address (Line 1, Line 2, City, State, Postal Code)
- Shipping Method
- Message to Customer
- Product or Service Name
- Product or Service Quantity
- Rate of Product or Services
- Product or Service Inventory
- Amount of Product or Service
- Product or Service Class
- Sales Tax Code of Product or Service
- Product or Service Taxable
- Tax Code of Customer Sales
- Exchange Rate
- Sales Tax
- Customer Sales of Tax Code
- Tax Inclusive
The aforementioned details can be found in the sales order document. If you want to attach all this information to the company file in QuickBooks, you can do that by importing the sales orders. All you have to do is browse the excel file, map the columns, and import the data. Let us take you to more details and teach you how to import sales orders into QuickBooks Desktop.
How to Import Sales Order into QuickBooks from Excel?
To import sales order into QuickBooks from Excel, one has to download and install the transaction tracking import application on the system. Thereafter, you can launch the QuickBooks Desktop and open the company files in which you wish to import. Make sure you run the QuickBooks software as an administrator.
After this, you can open the transaction tracking software and select the Excel file that includes your sales orders. Once the file is imported, you can map the columns and import the sales orders via an Excel sheet. To know how to import sales orders into QuickBooks Desktop, you can go through the following steps:
- To get started, download the transaction tracking import software and install it on your computer.
- Once the software is successfully installed on your system, launch “QuickBooks Desktop”.
- Now, you can continue accessing the company file with admin rights. Make sure you open the appropriate company file in which you want to import the sales orders.
- After that, you can launch the transaction tracking import software you installed earlier.
- At this point, you need to select the spreadsheet that includes all the sales orders you wish to import into QuickBooks.
- Once done, you can set up the mapping of the columns.
- If required, you can set the sales order import file into the fields.
- Then, hit the “Import” button.
As you import the excel sheet, the sales order starts adding automatically to the QuickBooks company files. This way you can import the sales order into QuickBooks from Excel. This should be noted that every sales importer software works differently. Hence, the procedure of importing the sales order may vary. The above-mentioned are the common steps where you have to select the file from your computer, map the columns, review and import the data.
Important Points for Sales Order List
QuickBooks Sales Orders can be adjusted or managed very well if needed. For instance, you can create the customer, vendors, and items. Moreover, you can use the sales order number as a number of identities. Let’s find how you can work on the following features in QuickBooks:
- Sales Order Number: The sales order refers to a particular number of identities. You have to assign the number or choose the reference number auto-creation feature. To work with this feature, all you have to do is go to the Settings option and select General from the available options. Then, you have to create the reference number consequently.
- Clients Auto-Creation: If you want to set up the clients then you can navigate through the Settings. Now, click on the drop-down menu to select the relevant Customer or Vendor. If you don’t find any customers from the list, you can create a new one.
- Items Auto-Creation: To get started with item creations, you just need to open the Settings and select the relevant product from the list. If you cannot do that then create the new item manually.
In a Nutshell
Sales Orders cover all the information of the product and services that a customer has purchased from you (seller). If you require importing the details into QuickBooks, you can do it by creating an Excel sheet with dedicated columns and relevant information. However, you will need to use some transaction tracking import software. This will help you to select the excel file, map the columns, and import sales order into QuickBooks from Excel.
If you want to import the employee list or perform the physical inventory worksheet, check out the following guides: