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E
Erss
August 28, 2024
Question

Importing Inventory

  • August 28, 2024
  • 1 reply
  • 42 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...?

1 reply

M
MichaelaSQuickBooks Team
QuickBooks Team
August 28, 2024

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:

 

  1. Go to the File menu and select Utilities.
  2.  Select the Import dropdown, then choose Excel Files.
  3. On the Add/Edit Multiple List Entries, select No.
  4. Select Advanced Import.
  5. Set up a mapping, select Browse, and choose the Excel file.
  6. Choose the correct sheet in the Excel workbook. On the Choose a mapping dropdown, select Add New.
  7. 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
August 29, 2024
If an item is "ASSEMBLED:Part1234" that means Part 1234, is a subitem of ASSEMBLED. How does that transfer over?
J
JorgetteGQuickBooks Team
QuickBooks Team
September 18, 2024

How would you manually import Assembled items?  Where do we put the different items that makes the Assembled item?


Thank you for reaching out with your questions. Erss. I'm happy to help you get your inventories organized in QuickBooks Desktop.

 

I can see that the process of importing assembled items in QuickBooks Desktop may seem challenging. While the Advanced Import feature allows you to import the main and sub items, importing an assembled item directly isn't supported. In such situations, manually copying and pasting the item from an Excel file through the Add/Edit Multiple List Entries page from the Item List is the recommended approach.

 

On the other hand, creating an Inventory Assembly item and adding different items that make up an assembled item in QuickBooks Desktop, you’ll need to use the Bill of Materials (BOM) section.

 

Here’s how to do it:

 

  1. Go to the Lists menu, then select Item List.
  2. Click Item at the bottom left and choose New.
  3. Select Inventory Assembly as the item type.
  4. Fill in the details for the assembled item, such as the name, description, and cost.
  5. In the Bill of Materials (BOM) section, you will see a table where you can add the components:
    • Click in the Item column and select the component from your list of inventory items.
    • Enter the quantity needed for each component in the Quantity column.
    • Repeat this process for all components that make up the assembled item.

 

Once you’ve set up the Bill of Materials (BOM), you can start building. QuickBooks will automatically update the stock of components you use when you build a new product, so you don't have to worry about manually tracking your product's parts or materials.

 

In case you want to delete or modify your items in the future, you can refer to the resources from this link as your guide: Add, edit, and delete items.

 

I truly appreciate your time and I'm here for you if you need anything else. Keep safe and take care.

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