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RoyWeiss
Level 2

Adding multiple items from excel, U/M error

In adding multiple items in QBenterprise, you just have to copy and past from an excel sheet.  Everything works fine, other than the Unit of Measure.  The U/M list is created via a series of check boxes.  We mostly only use Feet and Each.  The text in QB changes depending on where you look at the U/M item.  If I were to add "each" to the list and go through the check boxes it is displayed as "Each (ea)".  In the actual Item edit or Item list, it is displayed as "each (ea)".  

 

Whatever I put in excel, "ea", "each", "Each", "each (ea)", "Each (ea)" and paste it into QB the U/M is red and has a drop down arrow.  I click in the box, get an popup asking if i want to add a "New" U/M.  Cancel out of that, click the drop down again, and two choices show up "ea" and "ft".  Selecting "ea" adds "each (ea)" in the U/M for the item (in black).  As soon as i click out of the field, it turns red and asks if I want to add a New item again.  

 

The only solution i have right now is not to enter a U/M.  Then go back and edit each item to select the proper U/M.

 

 

Solved
Best answer April 08, 2021

Best Answers
Jen_D
Moderator

Adding multiple items from excel, U/M error

Thanks for posting here, @RoyWeiss,

 

If you're using the advanced import to QuickBooks Desktop, we have an ongoing issue for users being unable to import items in Excel.

 

To add your account to the list of affected users and get email notifications, I highly recommend contacting our Support Team. To get our support, follow the steps below:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

 

Provide the investigation number INV-37720 to our representatives for faster tracking.

 

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support

 

As a workaround, you can use the Add/Edit Multiple List Entries or import the items using an IIF file.

 

The first option allows you to add and edit multiple customers, vendors, and items. Here's how to do it:

 

  1. From the Lists menu, select Add/Edit Multiple List Entries.
  2. Select the List dropdown and choose the list you want to work with.
  3. Filter the list to see a particular record.
  4. (Optional) Select the Customize Columns button to choose which columns you want to see in the Add/Edit Multiple List Entries window. This way, you can easily work on the columns you need. Select the Default button to return to the preset columns for the list.
    1. To add: from the left pane, select a column and select Add.
    2. To remove: from the right pane, select a column and select Remove.
    3. To rearrange the column order: from the right pane, select the column and select Move Up or Move Down.
    4. Select Ok.
      Note: Columns like customer or vendor name are required and cannot be removed. You can only change their order.
  5. Add or edit the entries by clicking the appropriate fields. Note that you can copy (Ctrl+C) data from Excel and paste (Ctrl+V) it into this window. You can also Copy down and Duplicate rows (highlight any field and select Copy Down and Duplicate Row)
  6. Select Save Changes.

 

For the complete process of the Advance Import, see this link: Import or export MS Excel files

 

After saving your changes, you will receive a warning telling you the number of records saved. QuickBooks will also tell you if there are errors that need to be fixed.

 

For the latter option, follow the steps below:

 

  1. Go to the File menu then Utilities.
  2. Pick Import then IIF Files.
  3. Use the Import it for me. I'll fix it later link at the bottom.
  4. Once done, press Import IIF.

 

Kindly update me on how it goes. I want to make sure you're able to update your items in QuickBooks. Have a good one!

View solution in original post

3 Comments 3
Jen_D
Moderator

Adding multiple items from excel, U/M error

Thanks for posting here, @RoyWeiss,

 

If you're using the advanced import to QuickBooks Desktop, we have an ongoing issue for users being unable to import items in Excel.

 

To add your account to the list of affected users and get email notifications, I highly recommend contacting our Support Team. To get our support, follow the steps below:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

 

Provide the investigation number INV-37720 to our representatives for faster tracking.

 

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support

 

As a workaround, you can use the Add/Edit Multiple List Entries or import the items using an IIF file.

 

The first option allows you to add and edit multiple customers, vendors, and items. Here's how to do it:

 

  1. From the Lists menu, select Add/Edit Multiple List Entries.
  2. Select the List dropdown and choose the list you want to work with.
  3. Filter the list to see a particular record.
  4. (Optional) Select the Customize Columns button to choose which columns you want to see in the Add/Edit Multiple List Entries window. This way, you can easily work on the columns you need. Select the Default button to return to the preset columns for the list.
    1. To add: from the left pane, select a column and select Add.
    2. To remove: from the right pane, select a column and select Remove.
    3. To rearrange the column order: from the right pane, select the column and select Move Up or Move Down.
    4. Select Ok.
      Note: Columns like customer or vendor name are required and cannot be removed. You can only change their order.
  5. Add or edit the entries by clicking the appropriate fields. Note that you can copy (Ctrl+C) data from Excel and paste (Ctrl+V) it into this window. You can also Copy down and Duplicate rows (highlight any field and select Copy Down and Duplicate Row)
  6. Select Save Changes.

 

For the complete process of the Advance Import, see this link: Import or export MS Excel files

 

After saving your changes, you will receive a warning telling you the number of records saved. QuickBooks will also tell you if there are errors that need to be fixed.

 

For the latter option, follow the steps below:

 

  1. Go to the File menu then Utilities.
  2. Pick Import then IIF Files.
  3. Use the Import it for me. I'll fix it later link at the bottom.
  4. Once done, press Import IIF.

 

Kindly update me on how it goes. I want to make sure you're able to update your items in QuickBooks. Have a good one!

RoyWeiss
Level 2

Adding multiple items from excel, U/M error

Thank you.  Best option at this time is to paste data without the U/M field and then select from the dropdown box on each item.

Fiat Lux - ASIA
Level 15

Adding multiple items from excel, U/M error

@RoyWeiss 

Prepare the Item List data with the following template

Item NameItem TypeIs ActiveSales DescriptionPurchase DescriptionTax CodeAccount/Income AccountExpense/COGS AccountAsset AccountCostPreferred VendorPrice or %Reorder PointManuf Part NumberUnit of MeasureMax
Green WidgetInventory PartYWidget SalesWidget PurchaseTax   General SalesGeneral Cost of Goods SoldInventory Asset10ABC Vendor151012345 30
General ServicesServiceYServices SalesServices PurchaseNonSpecialized SalesSpecialized Expenses 8DEF Vendor9    
General PartsNon-inventory PartYPart SalesPart PurchasesTax   General SalesGeneral Cost of Goods Sold 7GHI Vendor8    
Misc ChargeOther ChargeYMisc IncomeMisc ChargesNonGeneral SalesGeneral Cost of Goods SoldGeneral Expenses12GHI Vendor15    

 

then utilize one of these importer tool

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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