Importing Inventory Adjustments

jkellydjgreen · ‎October 10, 2024

Does QB Enterprise have a way to import a file of inventory adjustments by item. We have an inventory of chemicals where the usage is tracked off-line in an Excel spreadsheet. We need to be able to import this each month to track the usage. Doing adjustments individually is far too time consuming.

Maybelle_S · ‎October 10, 2024

I appreciate you reaching out to us with your concern regarding importing inventory adjustments, Kelly. Let me share some details about this.

Importing inventory adjustments is unavailable in QuickBooks Desktop (QBDT) Enterprise. It only brings types of transactions, including:

Bank and credit card transactions
Sales transactions
Vendor transactions
Customer transactions

For more details, see this link: Import or export MS Excel files.

We want to assure you that we're actively considering user feedback like yours to shape the future development of our platform. It helps us improve the product and tailor it to your needs.

Here's how:

Go to the Help menu.
Hover over Send Feedback Online and select Product Suggestions.
Choose a Type of Feedback and Product Area (optional) from the drop-down arrow.
Enter your suggestions.
Hit Send Feedback.

Furthermore, you can look at a third-party application that can help import inventory adjustment. You can find one by visiting this website: Apps for QuickBooks Desktop.

Moreover, you can generate a report detailing your business performance, including products sold, revenue, and profit margins. This data will help you make informed strategic decisions and identify areas for improvement.

I'll be on this thread if you require additional information about importing inventory adjustments into your account. I want to ensure everything is taken care of.

Chrea · ‎October 10, 2024

@jkellydjgreen

You can prepare your data with the following template

RefNumber	Account	Transaction Date	Memo	Item	New Qty	New Value	Adj Qty	Adj Value	Customer	Class
1231-1	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Hardware	10
1231-1	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Door Frame	10
1231-1	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Cabinets			-1
1231-2	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Wood Door		1000
1231-2	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Interior Door Kit				500

then use a 3rd party tool to import it. It's a $199 one time license and you can get $100 cashback to purchase via a partner.

https://get.transactionpro.com/qbd

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