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MatthewAccenttMarble
Level 3
posted
‎September 20, 2021 07:53 AM
last updated ‎September 20, 2021 7:53 AM

Importing Non-Inventory Items - How do you load the Purchase items? Cost, Preferred Vendor, Expense

I am working on importing Non-inventory items into the item list.  I have imported the correct data fields but the expense account, preferred vendor & cost will not load.  How do I get those fields to load for a Non-inventory Part? We don't keep certain items in inventory because I tested it and it loads all fields for an Inventory Part.  

 

I hope this isn't a case where you have to update them on a one by one case.  

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Best answer September 20, 2021
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Fiat Lux - ASIA
Level 15
‎September 20, 2021 12:39 PM

Importing Non-Inventory Items - How do you load the Purchase items? Cost, Preferred Vendor, Expense

@MatthewAccenttMarble 

Prepare the Item data with the following template

 

Item NameItem TypeIs ActiveSales DescriptionPurchase DescriptionTax CodeAccount/Income AccountExpense/COGS AccountAsset AccountCostPreferred VendorPrice or %Reorder PointManuf Part NumberUnit of MeasureMax
Green WidgetInventory PartYWidget SalesWidget PurchaseTax   General SalesGeneral Cost of Goods SoldInventory Asset10ABC Vendor151012345 30
General ServicesServiceYServices SalesServices PurchaseNonSpecialized SalesSpecialized Expenses 8DEF Vendor9    
General PartsNon-inventory PartYPart SalesPart PurchasesTax   General SalesGeneral Cost of Goods Sold 7GHI Vendor8    
Misc ChargeOther ChargeYMisc IncomeMisc ChargesNonGeneral SalesGeneral Cost of Goods SoldGeneral Expenses12GHI Vendor15    

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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2 Comments 2
BigRedConsulting
Community Champion
Community Champion
‎September 20, 2021 10:04 AM

Importing Non-Inventory Items - How do you load the Purchase items? Cost, Preferred Vendor, Expense

The import from Excel template worksheet doesn't appear to have these fields.  Instead it has only the most basic fields like item name, price and a couple of others.

 

You can import items including the purchase fields - and most other fields - via an IIF file. You can use our BRC List Importer  to convert your item list from an Excel worksheet to an IIF file for import.

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Fiat Lux - ASIA
Level 15
‎September 20, 2021 12:39 PM

Importing Non-Inventory Items - How do you load the Purchase items? Cost, Preferred Vendor, Expense

@MatthewAccenttMarble 

Prepare the Item data with the following template

 

Item NameItem TypeIs ActiveSales DescriptionPurchase DescriptionTax CodeAccount/Income AccountExpense/COGS AccountAsset AccountCostPreferred VendorPrice or %Reorder PointManuf Part NumberUnit of MeasureMax
Green WidgetInventory PartYWidget SalesWidget PurchaseTax   General SalesGeneral Cost of Goods SoldInventory Asset10ABC Vendor151012345 30
General ServicesServiceYServices SalesServices PurchaseNonSpecialized SalesSpecialized Expenses 8DEF Vendor9    
General PartsNon-inventory PartYPart SalesPart PurchasesTax   General SalesGeneral Cost of Goods Sold 7GHI Vendor8    
Misc ChargeOther ChargeYMisc IncomeMisc ChargesNonGeneral SalesGeneral Cost of Goods SoldGeneral Expenses12GHI Vendor15    

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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