Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I am trying to import a products and services excel sheet. It does not allow me to select "Inventory" as an option under Type. The correct settings are ticked in sales

 
Solved
Best answer November 14, 2020

Best Answers
QuickBooks Team

I am trying to import a products and services excel sheet. It does not allow me to select "Inventory" as an option under Type. The correct settings are ticked in sales

Hello there, @Twin Oaks Electric.

 

You can get the sample file of the Products and Services on the Import page to enter the Type of the item. 

 

This is how the sample file looks like: 

 

 

If you have mapped the data correctly but still you're not able to use the Inventory as an item, you can try to use an incognito browser and try importing it again. Over time the data in your browser becomes obsolete and may cause any program to show this odd behavior. This is done to fix any data-related issues in your browser. If you have successfully assigned Inventory on the item when importing, you can go back to the regular browser and clear the cache. An alternative way is to use another supported browser.

 

However, if it still didn't fix the issue, you can import it as Non-inventory and edit it manually in the Sales menu; Products and Services tab as an Inventory item. I've added a screenshot for your reference below: 

 

 

You can also check the details of your products and services bu running a Product/Service List Report in the future. Here's an article to help you how to track the specific aspects of the report: Customize reports in QuickBooks Online.

 

Please don't hesitate to tag my name in the comment section to let me know if you have other questions about QuickBooks. Take care always.

View solution in original post

4 Comments
Level 15

I am trying to import a products and services excel sheet. It does not allow me to select "Inventory" as an option under Type. The correct settings are ticked in sales

Which QBO Plan do you have? QBO Simple Start, Plus or else?

QuickBooks Team

I am trying to import a products and services excel sheet. It does not allow me to select "Inventory" as an option under Type. The correct settings are ticked in sales

Hello there, @Twin Oaks Electric.

 

You can get the sample file of the Products and Services on the Import page to enter the Type of the item. 

 

This is how the sample file looks like: 

 

 

If you have mapped the data correctly but still you're not able to use the Inventory as an item, you can try to use an incognito browser and try importing it again. Over time the data in your browser becomes obsolete and may cause any program to show this odd behavior. This is done to fix any data-related issues in your browser. If you have successfully assigned Inventory on the item when importing, you can go back to the regular browser and clear the cache. An alternative way is to use another supported browser.

 

However, if it still didn't fix the issue, you can import it as Non-inventory and edit it manually in the Sales menu; Products and Services tab as an Inventory item. I've added a screenshot for your reference below: 

 

 

You can also check the details of your products and services bu running a Product/Service List Report in the future. Here's an article to help you how to track the specific aspects of the report: Customize reports in QuickBooks Online.

 

Please don't hesitate to tag my name in the comment section to let me know if you have other questions about QuickBooks. Take care always.

View solution in original post

Level 1

I am trying to import a products and services excel sheet. It does not allow me to select "Inventory" as an option under Type. The correct settings are ticked in sales

I have QBO Plus

Level 1

I am trying to import a products and services excel sheet. It does not allow me to select "Inventory" as an option under Type. The correct settings are ticked in sales

I tried a different browser and that seemed to work.  Everything is now in my QBO as needed!  Thank you!

Need to get in touch?

Contact us