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Jay Stewart
Level 1

Acquisition inventory

We are currently in the final stages of buying another business that is running QB enterprise as do we. What is the best way to get all the inventory items and quantities into our new file

2 Comments 2
jamespaul
Moderator

Acquisition inventory

Hello, Jay Stewart.

 

Congratulations on your business expansion! Happy to lend a hand and get your inventory items into your new file. 

 

You can use QuickBooks Enterprise's Advanced Import feature to get all of your items and their quantities into your new file. Before anything else, you'll want to create an Excel spreadsheet for them using a specific format. 

 

Follow the guide under Option 2: Step 4 in this article: Import or export MS Excel files.

 

After creating the spreadsheet, here's how you can import your file: 

 

  1. Click the File menu, hover your mouse on Utilities
  2. Choose Import, then select Excel Files. 
  3. On the window prompt, click No
  4. Click the Advanced Import button.
  5. Browse for your file, then hit Import

 

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You can find more information about the import process from the article I've linked above. 

 

If you need help managing your new file, please visit our QuickBooks Enterprise articles. Browse articles here. You can choose other topics by scrolling down to the More Help Topics section. 

 

Don't forget to visit here again if you have other questions about managing your new company file. I'm here to help. 

Fiat Lux - ASIA
Level 15

Acquisition inventory

@Jay Stewart 

As additional option, consider a 3rd tool to migrate inventories and outstanding balance of invoices/bills.

https:// transactionpro.grsm.io/qbd

 

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