We use QuickBooks Desktop for Mac and have hundred of inventory adjustments to make as a result of our year-end physical inventory. What is the best way to upload those from an Excel (or similar) sheet into QuickBooks. Please tell me that it cannot be that someone must open hundreds of part records, one-by-one, to make the adjustments!
Let me share some information about how inventory adjustments work, CaseyIX.
Currently, the ability to create adjustments to the quantity and value of the inventory items are only available within the QuickBooks program. We're unable to import inventories adjustments from a spreadsheet.
Please know that we're continuously working towards providing better features to help improve our customer's experience while using the program. Rest assured, I'll be taking note of your ideas and suggestions.
In the meantime, you can manually enter the adjustments to keep your inventory status accurate. Alternatively, you can search for a third-party importing tool that best suits your business needs.
For more tips in managing your inventory items in QuickBooks Desktop for Mac, you can browse a topic from this page: QB Little Square | Running your business | Inventory.
Drop me a comment below if you have any other concerns or follow-up questions. Have a great rest of the day.
Wow, that's horribly impractical, having to manually open each of hundreds of part numbers individually to make adjustments! What a productivity killer.
Is Enterprise different in this regard? In Enterprise, are there possibilities to upload mass changes via some spreadsheet import? This would be important for loading BOMs (currently in Excel or from SolidWorks, as examples), for inventory adjustments, or other reasons.
Let me make it up to you, @Anonymous. I want to ensure you're able to import the inventory adjustments.
Yes, QuickBooks Enterprise Suite has the feature to import Excel files of inventory items that include the quantity adjustments. The following steps will give you an overview.
Use this article to learn more about this feature: Import and Export Data in QuickBooks Desktop.
I'm adding this reference for tips and guides to utilize in preparation for the coming year-end: Complete Certain Tasks in QuickBooks Desktop Payroll to Prepare for the New Fiscal or Calendar Year.
Don't hesitate to post a reply below if you have other questions about updating your item list. I'm always around and ready to help. Take care and stay safe!
Welcome back, @Anonymous.
Allow me to provide additional information about importing data in QuickBooks Desktop (QBDT) for Mac.
QBDT for Mac has an option to import mass data. However, as mentioned by my colleague above, importing inventory adjustments isn't available.
I can see how helpful to you and your business to import inventory adjustments. This way, you don't have to enter them manually. For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding back the option in the future update. To send feedback, please follow the step below:
You might want to learn how to perform a physical inventory in QuickBooks Desktop for Mac. This article will provide you the detailed steps and information: Perform a physical inventory in QuickBooks Desktop for Mac.
Should you need any assistance importing data in QuickBooks Desktop for Mac, I'm available here to help any time, @Anonymous.
Thanks for replying, Mark, but it is very ironic that you both suggest that I suggest mass inventory edits to the product team as an enhancement and provide a link for doing a physical inventory in QBforMac. If QBforMac even tracks inventory (it does) and thus people expect to do a physical inventory from time to time (they do, and the fact that QB has a link suggests that is known), then clearly no product manager or developer has ever tried it or met a real customer!
As soon as you have any quantity of part numbers in inventory and do a physical count, there will be some reasonably long list of adjustments to reconcile the QB and physical quantities. If only a few need changing, doing that manually one-by-one is easy enough. But we have a couple of hundred to do, which is just terrible to have to do manually.
Printing out (better, exporting a spreadsheet of some sort) the QB numbers in format where either the adjustments or adjusted values can be collected, and then that same completed spreadsheet (format already known by QB) imported back into QB is the way to make doing a physical inventory in QB practical!