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sychan
Level 3

Cannot import Excel Item List into Product/Service without quantity on hand

I am setting up new company product master.  I am trying to import the Item List (using excel template) but QBO not allowing the import due to no "Quantity on Hand".  However, I wish to set up the item details only, starting the inventory at Zero qty, and will create Purchase Order for the kick off inventory.  Any suggestions how to proceed.  Thank you.

Solved
Best answer September 20, 2020

Best Answers
vpcontroller
Level 11

Cannot import Excel Item List into Product/Service without quantity on hand


@sychan wrote:

I am setting up new company product master.  I am trying to import the Item List (using excel template) but QBO not allowing the import due to no "Quantity on Hand".  However, I wish to set up the item details only, starting the inventory at Zero qty, and will create Purchase Order for the kick off inventory.  Any suggestions how to proceed.  Thank you.


@sychan 

 

Great idea. That's how to proceed with creating a new inventory list in QBO.

Quantity on Hand is a required field so if you enter "0" (not blank) as a new starting point on your spreadsheet, it should import.

 

I hope this helps!

 

View solution in original post

4 Comments
MichelleBh
QuickBooks Team

Cannot import Excel Item List into Product/Service without quantity on hand

Hello, @sychan.

 

Let me explain further about importing Products and Services in QuickBooks Online (QBO). 

 

You're unable to import the list without quantity on hand because this is one of the important information while importing in QBO. I'd suggest importing the inventory list again with the quantity on hand then adjust the number right after. 

 

Before diving in, we'll have to keep in mind that once a list is imported, it can't be undone anymore. Also, we can only import a maximum of 1,000 rows at a time. I recommend splitting up your list into smaller files if it's longer than that. 

 

To know more about the process, check out this article: Import products and services from Excel.

 

Once you've done importing, let's open Products & Services to override the number. Please note that QuickBooks Online automatically records appropriate adjustments to your stock Asset and Cost of Goods Sold (under stock Shrinkage) accounts.

 

Here's how: 

  1. Go to the Gear icon at the top. 
  2. Select Product& Services. 
  3. Put a check on those inventories that need o to be edit, then click the Batch drop-down and choose Adjust Quantity

 

         4. Hit Save and close

 

 

For the detailed guide, please refer to this article: Adjust inventory quantity on hand.

 

You can always open a different inventory report to check the stock, status, and the best seller item. For more information, visit this article: Use reports to see your sales and inventory status. 

 

Additionally, I've attached helpful articles about how to add inventory items and resolve the negative amount. 

 

 

I'm just a post away if you should have any questions. Have a lovely day.

vpcontroller
Level 11

Cannot import Excel Item List into Product/Service without quantity on hand


@sychan wrote:

I am setting up new company product master.  I am trying to import the Item List (using excel template) but QBO not allowing the import due to no "Quantity on Hand".  However, I wish to set up the item details only, starting the inventory at Zero qty, and will create Purchase Order for the kick off inventory.  Any suggestions how to proceed.  Thank you.


@sychan 

 

Great idea. That's how to proceed with creating a new inventory list in QBO.

Quantity on Hand is a required field so if you enter "0" (not blank) as a new starting point on your spreadsheet, it should import.

 

I hope this helps!

 

View solution in original post

sychan
Level 3

Cannot import Excel Item List into Product/Service without quantity on hand

Hello @vpcontroller 

 

Thanks for your advice. Tested and worked!

I will complete the rest of the product master.

 

SY

 

 

sychan
Level 3

Cannot import Excel Item List into Product/Service without quantity on hand

Thanks @MichelleBh 

In fact user @vpcontroller offered a smart solution to work around.

 

SY

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