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Cardpeople
Level 2

Importing from Excel to Cycle Count

I am using cycle count for the first time. Everything runs as it's supposed to as I create cycle count, export to excel, count stock and enter counts in excel, and save. The problem occurs when I try to import the count from excel to quickbooks. I get an error message saying the import couldn't be completed because of one of the following:

Quickbooks or my device isn't connected to the internet.

Session has timed out or login was unsuccessful

There is a problem with the server.

 

My internet is working fine and I have the newest versions of quickbooks enterprise and MS excel.

Please help!

9 Comments 9
ChristineJoieR
QuickBooks Team

Importing from Excel to Cycle Count

Hi there, @Cardpeople.

 

I'll work with you so you'll be able to import files into your QuickBooks Desktop. Let's make sure that QuickBooks is granting access to the internet.

 

Although you can modify these settings in Internet Explorer, it is preferable to do so in QuickBooks Desktop. This ensures that the new QuickBooks settings are applied.

 

To do so, you must follow the next steps:

 

  1. Open QuickBooks > select Help in the menu bar > click Internet Connection Setup
  2. Check to have to use my computer’s Internet connection settings to establish a connection when this application accesses the Internet selected
  3. Click Next > Done

 

Moreover, try importing data from excel and see if it works. See this article for your additional reference: Import and export data in QuickBooks Desktop.

 

Note: If your computer is on a network, you will need to verify the server has the correct date and time as well.

 

If you see the same problems in other areas of QuickBooks Desktop, downloading and installing the QuickBooks Tools Hub will assist in corrections of common errors. To use the tool hub, you must first close QuickBooks.

 

Here's how:

 

  1. Close QuickBooks.
  2. Download the most recent version (1.5.0.0) of the QuickBooks Tool Hub.
  3. Open the downloaded file (QuickBooksToolHub.exe).
  4. Install by following the on-screen instructions and agreeing to the terms and conditions.
  5. When the installation is complete, double-click the tool hub icon on your Windows desktop to launch it.

 

I added this article for the complete guidelines: Verify and Troubleshoot QuickBooks Desktop and Internet Explorer settings.

 

Let me know how it goes. I want to ensure that you get this taken care of today. Have a wonderful day!

Cardpeople
Level 2

Importing from Excel to Cycle Count

Thanks for the quick response. Followed the steps for the internet connection set up but still getting the same error message.

The server has the correct date and time.

I have quickbooks tool hub, but how do I use it to solve this problem? 

Cardpeople
Level 2

Importing from Excel to Cycle Count

I just tested the same process in the QB sample file. It gave me the same error at first, but after closing the windows and reopening them it worked fine. What does this mean diagnostically?

GlinetteC
Moderator

Importing from Excel to Cycle Count

It's good to have you back here, Cardpeople.

 

The QuickBooks ToolHub is used to diagnose and solve any kind of errors and bugs with the QuickBooks Desktop. 

 

You can use this article to learn more details about the QuickBooks Toolhub: Fix common problems and errors with QuickBooks Toolhub.

 

If you have any other concerns, you can post them at any time here. The Community is ready to help.

Cardpeople
Level 2

Importing from Excel to Cycle Count

I have the Tool Hub and I've read the article, but as the error message I'm getting doesn't have a number identifying it, and the troubleshooting it suggests is ineffective, I don't know what I should be trying to fix. Is this an installation problem? Is this a network problem? Is this a company file problem? I don't know what I should be trying to fix.

jamespaul
Moderator

Importing from Excel to Cycle Count

Hello, Cardpeople.

 

There are a number of factors that can trigger the error messages when importing your data. An installation, a network problem, or a company file issue could be the reasons why. 

 

I appreciate taking the time to do all the steps suggested by my colleagues. I have a couple of solutions that will help us resolve the import error message.

 

We can run the Verify and Rebuild utility to check for any possible data damage during the import process, and on your existing QuickBooks entries. Here's how to do it: 

 

  1. Go to the Window menu, then select Close all to close all opened windows within QuickBooks. 
  2. Click the File menu, then hover on Utilities
  3. Select Verify Data
  4. Follow the on-screen prompts to begin the Verify process.

 

When it's done, run the Rebuild tool by going to the Utilities menu again then selecting Rebuild Data. Follow the prompts to proceed with the Rebuild process. 

 

We might also find this article helpful if you want to learn more about this utility: Verify and Rebuild Data in QuickBooks Desktop

 

Another solution is to clean install your QuickBooks Desktop copy. This allows us to remove components that may be causing the error message. For the steps and details how, we can use this article as a guide: Clean install QuickBooks Desktop

 

After doing the steps above, do the cycle count import again. If you need more help with this feature, check out this article for more details: Cycle Count in Advanced Inventory

 

When you've successfully imported your counts, do you need to run inventory reports to check your items? We'll want to browse for guides in our Inventory reports topic page

 

Please let me know if you have more questions about the cycle count process or when managing your inventory items. I'm always here to help you. 

JamGear
Level 1

Importing from Excel to Cycle Count

As a QuickBooks user and QB/IT support tech for 30 years I too experienced this issue where upon importing the cycle count Excel sheet I got a message “Cannot Import Cycle Count”. I am also a ProAdvisor. 

 

Turns out, for me, the issue was resolved by opening a new blank Excel spreadsheet on the same computer the file was exported to. Then I copied and pasted the data (with formatting) into the new spreadsheet; saved it then reimported and it worked!

 

Upon further investigation, I discovered that the user who was performing the cycle count moved the cycle count export spreadsheet to another computer with a different version of Excel. I suspect there are some subtle formatting and functionality elements in Excel that the QuickBooks cycle count export/import process requires to operate properly. By creating a new spreadsheet on the original Excel version used for the export, then copying in the data, with formatting, from the exported spreadsheet that had been saved in different version, I believe these required formatting and sheet functions were reinstated. This allowed the process to complete.

 

Of course, what is very frustrating is the alert messaging was completely erroneous and misleading. In my case, the issue had absolutely nothing to do with the server, internet access or the current login session. 

 

As a ProAdvisor agent recently advised we discussed the challenges for most users to migrate to QBO, "QuickBooks for desktop is being phased out". Issues like this, the enormous challenge to obtain higher level support on this issue and the responses from Intuit in this forum seem a clear indication that the agent’s advisement has merit.

simmkim
Level 1

Importing from Excel to Cycle Count

Has anyone figured out how to import? I have tried all of the recommendations and still receive the same error as OP. This is extremely frustrating.

Any help is appreciated.

JessT
Moderator

Importing from Excel to Cycle Count

Hi simmkim,

 

I would feel the same way if I were in your situation, following many recommendations and still not getting the issue resolved.

 

At this point, I recommend getting in touch with our QuickBooks Desktop Support. That way, they can get your account information in a more secure environment and use more tools to get to the bottom of the issue. They are available on weekdays from 6 AM to 6 PM PT.

 

  1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Continue.
  4. Sign in to your Intuit account and select Continue and then Continue with my account.
  5. We'll email you a single use code. Enter your code and select Continue.
  6. Select to chat with us or Have us call you.

 

I only a comment away if you have any other concerns about QuickBooks Desktop.

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