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Community Contributor *

importing historic product data

I am changing from spreadsheets to Quickbooks and am in the process of uploading all historic data. My sales data has already uploaded correctly from Shopify but now I need to import all my historic product purchase data. While the generic process and spreadsheet is quite straight forward, I am not sure how to upload historic data correctly: when I buy a certain product / quantity / cost at a specific date I can upload that by overwriting the already stored information which is fine for the initial upload but how do I correctly upload the 2nd product order with the new quantity / cost and date without losing the previously imported data for that product. The 2nd (and 3rd, 4th etc) order should be additional to the very first upload and should not overwrite previously uploaded data.

Solved
Best answer 05-30-2019

Accepted Solutions
Moderator

Re: importing historic product data

Good day, Roel van Aken.

Allow me to help and provide you with some information about importing historic product data in QuickBooks Online.

 

Right now, you can only import your lists (vendors, customers, inventory and chart of accounts) to QuickBooks Online since importing historic product data is currently unavailable. You'll need to manually enter these data in QuickBooks Online.

 

You may find these articles helpful:

 

Additionally, if you need to discuss sensitive information, you may want to call in to speak with an agent so they can review your account. Our contact details can be found here along with our opening hours:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Should you need more information about importing data in QuickBooks Online. please let me know. I'm here to help.

5 Comments
Established Community Backer ***

Re: importing historic product data

hi @ Roel van Aken ,

You should consider to use an importer tool like Transaction Pro Importer. For trial and error purpose, you should have a trial account of QBO. Hope it helps.

Moderator

Re: importing historic product data

Good day, Roel van Aken.

Allow me to help and provide you with some information about importing historic product data in QuickBooks Online.

 

Right now, you can only import your lists (vendors, customers, inventory and chart of accounts) to QuickBooks Online since importing historic product data is currently unavailable. You'll need to manually enter these data in QuickBooks Online.

 

You may find these articles helpful:

 

Additionally, if you need to discuss sensitive information, you may want to call in to speak with an agent so they can review your account. Our contact details can be found here along with our opening hours:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Should you need more information about importing data in QuickBooks Online. please let me know. I'm here to help.

Community Contributor *

Re: importing historic product data

ok, thank you RoseMarjorieA - much appreciated - I'll do it manually as I do not want to invest in yet another 3rd party app to bridge between Excel and Quickbooks

Community Contributor *

Re: importing historic product data

actually after further playing around with this I still have the same problem:

 

how do I enter the following historic information:

* on 1 March buying product A - qty 50 @ cost 2.50 ea

* on 3 April buying product A - qty 150 @ cost 2.65 ea

* on 7 May buying product A - qty 75 @ cost 2.66 ea

 

I can not enter stock tracking data backdated to those dates - only from today onwards can I enter stock tracking data like today's quantity and cost price.

I can not backdate any purchase orders to reflect these quantities and costs.

I can not create an artificial expense for those costs.

 

so how do I enter these costs correctly into Quickbooks ? I have historic sales of these products so how can I assure these sales attract the correct costs ?

Anonymous
Not applicable

Re: importing historic product data

Hello, @Roel van Aken.

 

It seems you've encountered an issue while entering your historic product data in QuickBooks Online. Did you receive an error message when adding the product from the dates you've mentioned? 

 

I tried doing this in my end and I was able to track the data without any issues. However, I've noticed you're using different cost using the same item. You cannot add another product or service that's already using the same name. Since this is not an option in QuickBooks, you may need to a special character to the product name and use the SKU field to identify that these are the same items.

 

 

 

I'm including the following articles below that you may find helpful in the future.

 

How to create and use a products and services list

 

Set pricing rules 

 

Let me know if this works for you. I'm here to help if you have other questions about setting up your products in QuickBooks.

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