Exporting Purchase Orders to Quickbooks
Good afternoon,
I'm wondering if anyone has ever needed or tried to export information from Purchase Orders in ServiceDesk to Quickbooks. We would like to explore that idea.
I believe that, if we were to build a report properly, we could export that report as a CSV (or even schedule a report to email a CSV to a user) who could then import the information from that CSV to Quickbooks.
The report would contain information about PO's that had been approved in the past 24 hours. I'm imagining would be sorted by PO# and would contain the following information:
Vendor Name
Date Purchased
Required Date
Item Name
Price
Quantity
Total Amount per item
I believe that will give us a good amount of the information we need. Then we can export the report as a CSV, and then imported into Quickbooks.
The other option, of course, would be allowing the export of PO's from the Purchase interface. I could easily make a report that would generate recently approved POs for someone. Then the user would have to go into the purchase interface and hit an export button for each PO. That, of course, would be more of a feature request.
I'd appreciate any help on this. Thanks.
~James Murphy
ServiceDesk 8.0.0 Build 8008
I'm wondering if anyone has ever needed or tried to export information from Purchase Orders in ServiceDesk to Quickbooks. We would like to explore that idea.
I believe that, if we were to build a report properly, we could export that report as a CSV (or even schedule a report to email a CSV to a user) who could then import the information from that CSV to Quickbooks.
The report would contain information about PO's that had been approved in the past 24 hours. I'm imagining would be sorted by PO# and would contain the following information:
Vendor Name
Date Purchased
Required Date
Item Name
Price
Quantity
Total Amount per item
I believe that will give us a good amount of the information we need. Then we can export the report as a CSV, and then imported into Quickbooks.
The other option, of course, would be allowing the export of PO's from the Purchase interface. I could easily make a report that would generate recently approved POs for someone. Then the user would have to go into the purchase interface and hit an export button for each PO. That, of course, would be more of a feature request.
I'd appreciate any help on this. Thanks.
~James Murphy
ServiceDesk 8.0.0 Build 8008
