QuickBooks Sales Order Import

1. Upload Report
2. Resolve Mappings
3. Review & Import

How to generate this report in QuickBooks Desktop

  1. Open QuickBooks Desktop and go to Reports → Sales → Open Sales Orders by Customer.
  2. Set the date range to cover all open orders you want to import (typically All).
  3. Click the Excel button at the top → Create New Worksheet → Create new worksheet in new workbook → Export.
  4. Save the file (e.g. Open Sales Order Report.xlsx) and upload it below.

The report should contain these columns: Type, Num, Date, Name, Rep, P. O. #, Ship Date, Item, Item Description, Qty, Sales Price, Amount, Open Balance. Each Sales Order in the report becomes one record in salesorders with line items in salesorderdetails.

Select Target Database