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Import items to new company file

I set up a new pos file. i imported all my items into pos. as i need to add new items i can import them 1 or a few at a time.

I set up a 2nd company and doing the same steps and cannot get it to import in the 2nd file

help

1 Comment
Moderator

Re: Import items to new company file

Hi there, DavidHS.

 

Thanks for joining the Community. I'm here to make sure you're able to import items into QuickBooks Desktop Point of Sale (POS).

 

Did you set up and import data to the POS second company file? If you haven't, it's possible that a step was missed when importing items.

 

Before importing, let's do a quick scan of the entire worksheet:

  • Open the .CSV  spreadsheet in notepad to see irregularities.
  • Copy then paste any file that gives you trouble into a fresh worksheets using paste special (>) values.
  • Break large lists into smaller sections (worksheets).

Then, follow these steps to import items:

  1. In QuickBooks Desktop POS, go to File and choose Utilities.
  2. Select Import. From the Data Import Wizard window, choose Next.
  3. Choose the type of data to import and click on Next.
  4. Select Default template on how you want to import the data and open the Template.

    If you choose to have a different file template for import:

    • Choose Custom file and click on Next.
    • Right-click on the Windows Logo button and select File Explorer.
    • Navigate in the left window to the location: C:\Users\Public\Public Documents\Intuit\QuickBooks Point of Sale (x.0). To navigate, select the arrow symbol next to each folder listed.
    • Right-click on QB POS Import Template.xls and select Delete.
     
  5. Click on Next and follow the prompt.
  6. After the import wizard checked the file, click on the Import button.
  7. Then, close the wizard.

To check for any errors, just go to File, choose Utilities, and select View Data Import Log.

 

As a reference, you can check out this article for further guidance: QuickBooks Desktop Point of Sale - Import and Export overview.

 

From there, this should import your items into POS. Keep me posted on how this goes. I'll be around to help. Have a great day.

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