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Not applicable

Formatting na excel sheet for importing non-inventory Items

Hello,

 

I am trying to import a large quantity of non-inventory parts into my quickbooks item list, however, I cannot figure out how to format the excel sheet so that the item description has multiple lines after I import. I tried exporting existing items and duplicating the format, but they do not import the same; they just come in as one long line of text in the description.

 

For example, when I try to import using the formatting from my exported list, it comes in all as one line:

 

..A-Frame 12x24 Sign Holder | Snap Frame 1 1/4" Wide ..Insert Size - 12" x 24" ..Number of Frames - 2 Frames - Double Sided ..Frame Finish - Satin Gold ..Orientation - Portrait ..Overall A-Frame Height - 33" ..Insert Thickness - THIN Posters (1/16" or less) ..Backing Board - Included ..Clear Overlays - Included

 

Please see below for how I would like the item description to come in:

 

A-Frame 12x24 Sign Holder | Snap Frame 1 1/4" Wide

Insert Size - 12" x 24"

Number of Frames - 2 Frames - Double Sided

Frame Finish - Satin Gold

Orientation - Portrait

Overall A-Frame Height - 33"

Insert Thickness - THIN Posters (1/16" or less)

Backing Board - Included ..Clear Overlays - Included

 

Is this possible? If so, how do I format in the excel list?

 

Thank you!

 

 

7 Comments
QuickBooks Team

Re: Formatting na excel sheet for importing non-inventory Items

Hi jlmalarkey,

 

Currently, when importing your item list in QuickBooks, you'll need to format them horizontally. Let me add some details about this.

 

In QuickBooks, when exporting your item list, it's formatted in a horizontal way. This is to easily navigate the details of each item.

 

Thus, changing the format will result in the excel file showing the original format.

 

Also, I'll take note of your suggestion and pass this along to our engineers.

 

Feel free to let me know if you have any other questions.

Not applicable

Re: Formatting na excel sheet for importing non-inventory Items

Thank you, but how do I indicate a new description line in the description column in the excel list?

In the past, and when I export I see this, using ".." indicated a new line in the description, but this does not seem to work.

QuickBooks Team

Re: Formatting na excel sheet for importing non-inventory Items

Hi jlmalarkey,

 

You can use the ALT+Enter keys on your keyboard to create a new line. This way, your description columns will export correctly. Let me guide through how.

  1. In the report, click Excel.
  2. Click Create New Worksheet.
  3. In the Excel Spreadsheet, Description column, press the ALT+Enter keys on your keyboard.

Here's an article that you can read for more information: Import or export MS Excel files.

 

You might also want to visit our page for future help: Inventory.

 

Let us know in the comment section below if you need help with anything else.

 

Not applicable

Re: Formatting na excel sheet for importing non-inventory Items

Thank you, but I am more concerned about importing.

 

Right now, when I Import, the item description looks like this:

 

A-Frame 24x36 Sign Holder | Snap Frame 1 1/4" WideInsert Size - 24" x 36" Number of Frames - 2 Frames - Double Sided Frame Finish - Powdercoat BlueOrientation - PortraitOverall A-Frame Height - 45" Insert Thickness - THIN Posters (1/16" or less)Backing Board - Included Clear Overlays - Included

 

But I need it to look like this after importing:

 

A-Frame 24x36 Sign Holder | Snap Frame 1 1/4" Wide

Insert Size - 24" x 36"

Number of Frames - 2 Frames - Double Sided

Frame Finish - Powdercoat Blue

Orientation - Portrait

Overall A-Frame Height - 45"

Insert Thickness - THIN Posters (1/16" or less)

Backing Board - Included

Clear Overlays - Included

 

How do I set up the excel file when importing?

Using ALT + ENTER does not work.

 

Thanks!

QuickBooks Team

Re: Formatting na excel sheet for importing non-inventory Items

Hello there, jlmalarkey.

 

Thanks for getting back. I'd be happy to make sure you're able to import your desired item format.

 

How did you enter the description of the item when importing it in QuickBooks Desktop? I've copied your format and it looks the same as what you preferred. 

 

Here are the steps that I performed to achieve this:

  1. Go to Lists.
  2. Choose Item List.
  3. Click the Excel drop-down and select Import Items.
  4. When prompted, click Yes.
  5. Click the Customize Columns button.
  6. Select Sales Description in the Available Columns.
  7. Click Add> and OK.
  8. Enter the Item Name and paste the item description from the Sales Description section.
  9. Click Save Changes.

1.PNG

For more insights on how to use the Add/Edit Multiple List Entries window to add and edit items: Add and edit multiple customers, vendors, and items.

 

As an additional reference, you can check out this article to learn more about importing or exporting excel in QuickBooks Desktop: Import or export MS Excel files.


I'd appreciate if you;d let me know the results. I want to make sure this is taken care of. 

Not applicable

Re: Formatting na excel sheet for importing non-inventory Items

Thank you, but I don't think I am properly conveying the issue.

When I set up the excel file to show the description using the ALT + ENTER set up to have multiple lines in the description, it still imports into Quickbooks from Excel as one whole line.

I have thousands of codes to import, and I am trying to avoid spending weeks adding int he lines manually after importing.

 

QuickBooks Team

Re: Formatting na excel sheet for importing non-inventory Items

Hello there, @jlmalarkey.

 

I appreciate you for getting back to us and sharing the results after following the troubleshooting steps provided by my colleagues. Let me share additional information on how the importing process works.

 

The description column on the item list page has a flat-view display. It’s the reason why you’re seeing the description listed in one line only.

You need not worry, when you use the item in creating a transaction (Invoice, Bill, Purchase Order, Sales Order or Estimate) you’ll see the entire description displayed in multiple lines.

To learn more how to manage your item list in QuickBooks, you can read through these articles:

Fill me in if you have other questions. I'm always here to help.

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