QB POS question

I'm here to help you fix and ensure you're able to import transactions in QuickBooks Point of Sale, @docwagner324. 

To do the task successfully, make sure to follow templates and formats to prevent errors when updating or transferring your data file. For a smooth import using excel, please take into consideration the following:

• There should be no dashes in empty excel fields
• Eliminate empty and hidden rows and columns
• Avoid using formulas, hyperlinks, and special characters (@,#,$,%,&,*)
• Utilize clear contents instead of deleting info separately

If you have trouble importing specific columns from your spreadsheet. Verify that the column cells are formatted correctly to work with the Data Import wizard. 

You may also check out this article for a tabular reference: Import and Export overview. It also covers detailed steps to set up and import data to QuickBooks Point of Sale.

Moving forward, you may open and review this link to find out more about QuickBooks Desktop Point of Sale. It includes information on how to fix, manage, and utilize the program. 

Keep in touch if you have other questions about setting up and importing data. I'll be around to assist you again. Stay safe and have a good one.

Hi, @docwagner324.

Hope you’re doing great. I wanted to see how everything is going about importing transactions in POS concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

Thank you for the reply. I will review the documents. I still have one question. Some of the uploading from an excel spreadsheet will be new items, but some will be updates to items that are currently in QB POS. Mostly pricing information. The part number in the spreadsheet, which will act as the unique identifier, is in the format "XX.XX.XXX" while the part number in QB POS is "vendor name:XX.XX.XXX". I probably need to edit all the part numbers in POS to exclude the "vendor name:" prefix so that part numbers will match up, but what I am concerned about is if I will damage the database by editing that field so that I will lose any customer purchase history.

Hello, docwagner324. 

You may consider backup the original file incase any data damage occur. Here's how:

Create a backup

1. From the File menu, select Back Up Data.
2. Specify the backup location:
   1. To back up to the default folder on the local hard drive, select Default Location.
   2. To back up to a network drive or removable media, select Specify Alternate Location and enter the path or browse to the backup location and enter a file name.
3. Click Backup then Finish.

I'd suggest clicking this article to see the detailed instructions on how to back data and restore file in Point of sale: Create or restore backup files in QuickBooks Desktop Point of Sale.  

Don't hesitate to click the Reply button below if you need further assistance with the problem. I'll be around for you. Stay safe!