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oneisar
Level 1

Do I import products or invoices first?

Hi everyone

 

I am new here and really at a loss on how to proceed. I used move my books to convert my data from Sage 50 to QB online.  

 

Basically none of my product invoices were converted (only invoices for services).  I also have no stock on QB yet (this is expected - as I know I have to upload this myself) 

 

So, I think I now need to
1) upload all stock items and current quantity on hand (vendor stock purchases appear to have been converted but not stock items)
2) enter all invoices for stock items since 1st April 2018 (start of my previous financial year) and ensure that they are linked to my sales nominal code in chart of accounts. Can anyone confirm whether imported invoices will link automatically to the sales nominal code? 

3)  I then need to ensure that I accurately reflect which invoices have been paid and which have not (assume I have to go through one by one to do this?)

I am not sure which order to do this in all - do I enter the invoices first and then current stock - as I don't know stock quantities from 1 April 2018.

 

Any advice very gratefully received as I am completely lost and as a micro business owner I have no support within my company.

 

thank you! 

Solved
Best answer June 27, 2019

Accepted Solutions
John C
QuickBooks Team

Do I import products or invoices first?

Hi oneisar

You will have to import your stock items with a current quantity on hand, enter all invoices relating to your stock, they will automatically link to your sales account and then manually record payment/s against your invoices.

Any questions feel free to ask them here.

View solution in original post

1 REPLY 1
John C
QuickBooks Team

Do I import products or invoices first?

Hi oneisar

You will have to import your stock items with a current quantity on hand, enter all invoices relating to your stock, they will automatically link to your sales account and then manually record payment/s against your invoices.

Any questions feel free to ask them here.

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