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JPP_Accounts
Level 1
posted
‎November 20, 2024 07:29 AM
last updated ‎November 20, 2024 7:29 AM

“Batch-import products & services NEW” :: Disappointment in Conflicting Documentation

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.

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3 Comments 3
jenop2
QuickBooks Team
QuickBooks Team
‎November 20, 2024 08:38 AM

“Batch-import products & services NEW” :: Disappointment in Conflicting Documentation

Thank you for sharing your feedback on the documentation and import process in QuickBooks Online, JPP_Accounts. Having clear and detailed guidance can enhance user experience, especially with new features.

 

We appreciate when users like you share insights from their experiences with our guide articles. Your input will help us identify areas where we can improve our product and support materials.

 

Having said that, I'd like to take a moment to address your concerns and provide additional information about this feature.

  

The Batch-import feature is primarily designed to import new products and services. This is why a Status field to activate multiple items is not listed when importing items in QBO.  

 

I encourage you to send product suggestions about this directly to our engineers. They review user input as part of our ongoing commitment to enhancing the QuickBooks experience.

 

Allow me to guide you on how to send them from your QBO account. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about adding a unique key, making changes, or adding more options when importing items in QBO.
  3. Click Next to submit them.

 

Your insights could play a crucial role in developing features that benefit you and other users facing similar challenges.

 

In the meantime, you'll want to consider exploring third-party apps that offer bulk activation options for products and services while importing data in QBO. Here's how:

 

  1. Go to the Apps menu and proceed to the Find apps tab.
  2. Look for Manage data in the drop-down list for Browse category.
  3. Click Data management.

 

In the meantime, let me share these articles for reference materials in case you also need to import invoices and contacts in QBO:

 

 

Once again, we sincerely thank you for your engagement and for helping us make QuickBooks Online a better tool for all our users. Don't hesitate to revisit us if you need anything else when moving data in QBO. We're always here to help.

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JPP_Accounts
Level 1
‎November 20, 2024 09:39 AM

“Batch-import products & services NEW” :: Disappointment in Conflicting Documentation

Feedback has been provided.

 

Are there any alternative/workarounds to impact the product & services data in bulk?  Such as an API connector?  The ability to connect to the back-end database via an SQL connector?  Any options for a scripting language to do table updates (Bash, Groovy, JavaScript, Perl, PHP, PowerShell, Python, R, Ruby, VBA, VBScript)?

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Erika_K
QuickBooks Team
QuickBooks Team
‎November 20, 2024 10:20 AM

“Batch-import products & services NEW” :: Disappointment in Conflicting Documentation

Thank you for taking the time to share your feedback, Lynn. Let’s collaborate closely to explore various channels where you can find alternatives for importing your products and services, ensuring a clear and organized importation process. 

 

While we cannot recommend a specific application directly, I can guide you through the menu and suggest some filters to help you easily find an application that best suits your business needs.

 

Let me walk you through the step-by-step process:

 

  1. Navigate to the Apps menu and choose Find apps.
  2. On the Search tab, key in some keywords (e.g. bulk importer).
  3. You may also Browse categories or Browse industries, depending on your preferences.
  4. Select a specific app, then review the other app information.
  5. Once you've chosen an application, click Get app now. 

 

You can also explore the app's Reviews section for valuable insights into customer feedback and experiences. Reading these reviews will help you understand how other users have interacted with the app, its strengths and weaknesses, and its suitability for your business needs, helping you make an informed decision.

 

Additionally, we offer a dedicated and separate forum where our customers can connect directly with our developer team to discuss API-related topics. This ensures that all inquiries are addressed by our designated experts.

 

Here’s how you can get in touch with them:

 

  1. Visit this link: https://help.developer.intuit.com/s/.
  2. Choose QuickBooks Online under What do you need help with? 
  3. Click Ask a Question. 
  4. Log into your existing Intuit Developer Account or create a new one.
  5. Key in your concern, and then hit Ask.

 

Lastly, I’ll include these articles that guides you in effectively managing your products and services within QuickBooks Online (QBO):

 

 

Your inquiries are important, and we want to ensure you have all the information needed for a smooth import process. If you have any questions or need clarification about transferring your data or other QBO matters, please let me know in the comments section below. 

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