Question

Importing Inventory

Forum|Forum|1 year ago
August 28, 2024
1 reply
30 views

Having an issuing of importing an Inventory list to a new file.... From what I read, I have to copy and paste it into the file rather just importing it from the Excel? Please advise, thank you!

Items & Services > Excel > Import Items > Tried 2 Find it Now/file, but it says its not a QB format... or Advanced Import > Brown file > Choose correct sheet > then it comes to Mapping...?

QuickBooks Desktop

M

MichaelaS

QuickBooks Team

Thanks for letting us know about your concern, @Erss. Let me help you export your inventory list successfully.

Importing an Inventory list from Excel is possible in QuickBooks Desktop (QBDT). To import an Excel file correctly, ensure it is in CSV format and verify its content. For detailed instructions, please refer to Steps 3 and 4 outlined in this article: Import or export MS Excel files.

After that, you can then prepare to import the Excel spreadsheet file. First, create a backup of the company file. Then, proceed to import the Excel/Spreadsheet by following the steps below:

Go to the File menu and select Utilities.
Select the Import dropdown, then choose Excel Files.
On the Add/Edit Multiple List Entries, select No.
Select Advanced Import.
Set up a mapping, select Browse, and choose the Excel file.
Choose the correct sheet in the Excel workbook. On the Choose a mapping dropdown, select Add New.
On the Mappings window:
1. On the mapping name field, enter a name for easy identification (e.g., Customer, Vendors).
2. From the Import type dropdown, choose the data you are importing. Match the QuickBooks and Import Data columns, then select Save.
3. Select Preview to verify the mapping. Choose Import to complete the process.

Additionally, if you encounter the Duplicate Record Found error, you'll be prompted with these messages:

Keep the existing data and discard the import data.
Replace the existing data with import data, ignoring blank fields.
Replace the existing data with import data, including blank fields.

To fix the errors, select the appropriate option and then choose "Apply" or "Apply to All." You will receive a notification indicating the number of successful imports and any possible errors. If errors occur, select "Save" to create an error log and review it to identify the necessary actions to resolve them. Afterward, re-import the list as needed.

Moreover, you can generate a report detailing your business performance, including products sold, revenue, and profit margins. This data will help you make informed strategic decisions and identify areas for improvement.

Keep me posted if you have other questions about managing the list. I'll be around to help. Have a good one.

E

ErssAuthor

If an item is "ASSEMBLED:Part1234" that means Part 1234, is a subitem of ASSEMBLED. How does that transfer over?

E

ErssAuthor

Hi there, Erss. I'll share insights about the error message you've received to ensure you can save the item name in QuickBooks.

The program doesn't recognize the colon character, causing the error message you've received when saving the item. You can remove or use another character to save the item. If you need to connect a subaccount with a special character, consider using different letters or symbols.

Here is a list of accepted characters:

Alpha-numeric: A-Z, a-z, 0-9
Comma: ,
Dot or period: .
Question mark: ?
At symbol: @
Ampersand: &
Exclamation point: !
Number/pound sign: #
Single quote: '
Tilde: ~
Asterisk: *
Space: ( )
Underscore: _
Minus sign/hyphen: -
Semi-colon: ;
Plus sign: +

Also, I'll be sharing links that will help you manage your items, such as combining, editing, and creating multiple lists. It also contains instructions on how to modify the value of your inventory in QuickBooks:

If you have any other concerns besides adding items or importing your inventories, please let me know. We're always available to assist you.

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