Importing inventory items into Quickbooks Enterprise

SCampbell3 · ‎November 15, 2021

Does anyone have an excel spreadheet/template for importing inventory into QuickBooks Enterprise they can share? My client is converting from another software and the character allowance in the prior software is more than Quickbooks allows and they will need to rename their inventory items in order to import to Enterprise.

JasroV · ‎November 15, 2021

Thanks for getting back to us, Campbell.

When importing inventory items in QuickBooks Desktop (QBDT), you're allowed to enter 31 characters for the Item name and part number. Then 4095 characters for the Description (Invoices).

You can check out this link to learn more about character limits in QBDT: Character limitations for fields in QuickBooks.

Once your client is ready to import their inventory item, you can share with them this article that can guide them through the process: Import and export data in QuickBooks Desktop.

I'm also adding this resource that you can share with your clients in case they need to edit and delete their items: Add, edit, and delete items.

Let me know if there's anything else I can assist you with about importing inventories in QBDT. I'm always here ready to back you up anytime.

View solution in original post

Fiat Lux - ASIA · ‎November 15, 2021

Prepare the Item data with the following template

Item Name

Item Type

Is Active

Sales Description

Purchase Description

Tax Code

Account/Income Account

Expense/COGS Account

Asset Account

Cost

Preferred Vendor

Price or %

Reorder Point

Manuf Part Number

Unit of Measure

Max

Green Widget

Inventory Part

Y

Widget Sales

Widget Purchase

Tax

General Sales

General Cost of Goods Sold

Inventory Asset

10

ABC Vendor

15

10

12345

30

General Services

Service

Y

Services Sales

Services Purchase

Non

Specialized Sales

Specialized Expenses

8

DEF Vendor

9

General Parts

Non-inventory Part

Y

Part Sales

Part Purchases

Tax

General Sales

General Cost of Goods Sold

7

GHI Vendor

8

Misc Charge

Other Charge

Y

Misc Income

Misc Charges

Non

General Sales

General Cost of Goods Sold

General Expenses

12

GHI Vendor

15

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

SCampbell3 · ‎November 15, 2021

This is great for set-up. But how many character spaces are allowed for each field?

Rustler · ‎November 15, 2021

This is the best tutorial on importing I have seen

be sure to read the notes if you will import both qty on hand and cost

https://qbblog.ccrsoftware.info/2008/04/importing-inventory-with-excel/

SCampbell3 · ‎November 15, 2021

This is great information. But I really need to know how many character spaces are allowed for each field so my client can begin to modify their current inventory items.

JasroV · ‎November 15, 2021

Thanks for getting back to us, Campbell.

When importing inventory items in QuickBooks Desktop (QBDT), you're allowed to enter 31 characters for the Item name and part number. Then 4095 characters for the Description (Invoices).

You can check out this link to learn more about character limits in QBDT: Character limitations for fields in QuickBooks.

Once your client is ready to import their inventory item, you can share with them this article that can guide them through the process: Import and export data in QuickBooks Desktop.

I'm also adding this resource that you can share with your clients in case they need to edit and delete their items: Add, edit, and delete items.

Let me know if there's anything else I can assist you with about importing inventories in QBDT. I'm always here ready to back you up anytime.

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Importing inventory items into Quickbooks Enterprise