Import purchase orders into QuickBooks Enterprise

Overview

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

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

It is recommended to import vendors before importing Orders. This means that any new vendors in Cin7 Omni can be matched to existing vendors in QuickBooks Enterprise correctly.

QuickBooks web connector

Before you can import anything into QuickBooks Enterprise, you must first run the QuickBooks Web Connector (if not already done).

Make sure you are logged into the correct QuickBooks Enterprise account.
In QuickBooks Web Connector, select Cin7 Omni from the list of connections, then select Update Selected.
In Cin7 Omni, from the left navigation, select Accounts, then the QuickBooks Enterprise app.
Select Refresh After Running QuickBooks Connector.

Import purchase orders

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

All orders at once

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

From the left navigation, select Accounts, then QuickBooks Enterprise.
Select Import Vendors to update or import any new vendors.
For more information, see Importing Contacts into QuickBooks Enterprise.
Select Import Purchase Orders.
A confirmation will notify you if all orders have been imported successfully.

Imported Purchase Orders will be available as Bills in QuickBooks Enterprise.

Individual orders

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

From the left navigation, select Accounts, then QuickBooks Enterprise.
Select Import Vendors to update or insert any new vendors.
For more information, see Importing Contacts into QuickBooks Enterprise.
Select Choose, next to Import Purchase Orders.
The number in brackets represents the number of orders awaiting import.
Check the specific Purchase Orders you would like to import.
Select Import/Update Orders.

Imported Purchase Orders will be available as Bills in QuickBooks Enterprise.

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.