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E
Erss
August 28, 2024
Question

Importing Inventory

  • August 28, 2024
  • 1 reply
  • 52 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?
M
Maybelle_SQuickBooks Team
QuickBooks Team
September 19, 2024

Again, the issue with everything is that it used to allow us to update, but after the program supposedly stopped updating, the function disappeared...


I appreciate your time and effort in fixing this concern, Erss. I’d like to share some details about QuickBooks Desktop (QBDT) 2019 and why you’re unable to update it.

 

QBDT 2019 has been discontinued and no longer receives updates or support, it's why you're having trouble editing inventory assemblies in the import/multiple lists feature. Upgrading to a newer version will resolve this issue and provide access to improved features and ongoing support.

 

If you wish to upgrade to the latest version, I suggest checking this link for details: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

To learn more about the discontinuation policy, see this article: QuickBooks Desktop service discontinuation policy and upgrade information.

 

Additionally, you can check these resources that you can use in case you need to learn how to personalize your reports and invoices:

 

 

I'll be on this thread anytime you need additional assistance importing inventory in QuickBooks. Feel free to reply to this post, and I'll ensure to get you covered.

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