Import items to new company file

parksbarbie · ‎February 04, 2019

I have just started a new company file because I hit the 14500 item limit in my 5 year old file. I followed direction to export IIF file from original program. I checked import all the boxes- including the items. I opened in excel and deleted all items except a few. I was able to import this edited IIF file into my new company file. The chart of account etc seemed to transfer fine. After connecting it with our Intuit POS system (a retail store) and running the financial exchange successful into the NEW company file, I opened the new QB Pro company and did a quick P&L and it does not show any sales at all. All accounts are still zero in the chart of accounts. I want to capture sales from the POS system from January 1st. What went wrong? How can I fix this?

thanks,

parksbarbie

RenjolynC · ‎February 04, 2019

Thanks for getting back to us, parksbarbie.

For your first question, yes, data is transferred from the Point of Sale to QuickBooks Desktop and vice versa.

With regard to the items, be sure that they're in the Point of Sale. This way, the inventory will be added when performing the financial exchange.

The transaction date will be based on the last financial exchange.

Since sales transactions aren't showing up in the reports, I'd suggest contacting our Phone Support by following the steps provided by RoseMarjorieA.

They'd be able to check if there's something that's interrupting the exchange of data between POS and QuickBooks.

Feel free to reach out to us if you have other concerns about QuickBooks.

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Rose-A · ‎February 04, 2019

Glad to see you here in the Community, parksbarbie.

I'd be glad to guide you in the right direction to help you with importing items to a new company file.

Since there was some items or accounts deleted from the original lists, mapping of accounts will be definitely affected during the financial exchange, you may want to re-setup the Financial Exchange.

Here's an article with the detailed steps in setting up Financial Exchange: https://community.intuit.com/articles/1588763.

If you're still getting the same issue. I'd suggest reaching out to our POS support to help you redo the mapping of accounts. Our contact details can be found here along with our opening hours:

Go to: https://help.quickbooks.intuit.com/en_US/contact.
Choose your QuickBooks Product.
Select your QuickBooks version.
On the Contact Us page, click a topic.
Click on the Get Phone Number button to see the support number.

You may find this article helpful: https://community.intuit.com/browse/quickbooks-point-of-sale-financial-exchange.

I'm always here if you have additional questions about importing items. I'm here to help in any way possible. Have a great day.

parksbarbie · ‎February 04, 2019

Thank you RoseMarie,

I will look into those settings. I did not find these answers in the article...When the financial exchange occurs, does it bring into QB Pro the inventory items that were sold? Do those items already need to be in QB Pro as part of the inventory? What are the transaction dates in the transfer? Can you specify transactions since Jan 1st or is it just transactions since the last financial exchange?

thanks

RenjolynC · ‎February 04, 2019

Thanks for getting back to us, parksbarbie.

For your first question, yes, data is transferred from the Point of Sale to QuickBooks Desktop and vice versa.

With regard to the items, be sure that they're in the Point of Sale. This way, the inventory will be added when performing the financial exchange.

The transaction date will be based on the last financial exchange.

Since sales transactions aren't showing up in the reports, I'd suggest contacting our Phone Support by following the steps provided by RoseMarjorieA.

They'd be able to check if there's something that's interrupting the exchange of data between POS and QuickBooks.

Feel free to reach out to us if you have other concerns about QuickBooks.

parksbarbie · ‎February 06, 2019

I did recheck the Preferences in QuickBooks and then in the POS computer I hit RECOVER DATA NOW and resent the info for the financial exchange. This time it worked. I am not sure why but it transferred everything to QuickBooks. I finally have it solved. Thank you for you help!

BettyJaneB · ‎February 06, 2019

Hello again, @parksbarbie.

I appreciate you providing us an update about the steps that you've tried. It's good to know that this issue is now resolved and your data is now up and running.

Please know that the Community is always here whenever you need it. Wishing you and your business continued success.

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