The documentation appears to be conflicting in a number of areas around the “Batch-import products & services NEW” as well as the “Common questions about importing data to QuickBooks Online” help article.
1. The “Common questions about importing data to QuickBooks Online” help article indicates upload of 1,000 rows of data, while the Batch-import products & services NEW process only allows 200 records per file.
a. 200 records is a relatively small number of “batch” records in my opinion so I would like to be able to batch-import 1,000 records in ALL areas of the application.
2. The Products & Services data doesn’t appear to have a clear unique key, or it is at least not exposed to users, which causes confusion with the conflicting documentation a) support documentation both online and withing the application screen itself vs the actual functionality of the Check Box for the import process.
a. For example: if a data-savvy user needed to remove/clear out/make null the Category field values for 5,000ish products, they might thing that they could run the Batch-import products & services NEW process five times (five 1,000 record .csv files), ensuring each time to set the Check Box to Yes so that the existing data was OVERRIDDEN…however they would be very sorry by the end. First, that would take 25 runs of the process as only 200 records per file appear to be supported in this batch-import process. Second, without exposing the unique record key, the composite key the batch-import process appears to use includes the exact value (Category) that the user intends to remove/clear out/make null, thus not only wasting time, but actually loading 5,000 NEW records into the table exacerbating the initial problem the clean-up effort was to achieve.
3. Why is the Status field not part of the “Batch-import products & services NEW” fields for uploading? Bulk Inactivation would be a very nice tool in the toolbox to have. This would also help rectify the above examples problems with another 25 upload runs.
