Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
E
Erss
August 28, 2024
Question

Importing Inventory

  • August 28, 2024
  • 1 reply
  • 46 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?
E
ErssAuthor
September 25, 2024

Let me lay down some steps to help you resolve the challenges you've encountered while creating an inventory assembly in QBDT, @Erss.

 

To begin with, please know that QBDT will cease to update if your QBDT version has already been discontinued. That said, you'll want to consider upgrading to a more recent version of QBDT to ensure you receive the latest features, security patches, and customer support.

 

Regarding your second problem, you can install QuickBooks Tool Hub and run the Quick Fix my Program utility. This tool helps resolve major issues and errors that prevent you from entering information when creating an inventory assembly in QBDT. For the best experience, we recommend running it on Windows 10, 64-bit.

 

Please follow these step-by-step guide: 

 

  1. Close your QBDT, then download the recent version (1.6.0.3) of the QuickBooks Tool Hub.
  2. Please save it in an easily accessible location and open it (QuickBooksToolHub.exe). Follow the on-screen instructions to install it, agreeing to the terms and conditions.
  3. Once complete, you can access the tool hub by double-clicking the icon on your Windows desktop.

 

Now, let's run Quick Fix my program:  

 

  1. In the QuickBooks Tool Hub, click Program Problems.
  2. Select Quick Fix My Program.
  3. Start QBDT and open your data file.

 

Proceed to Solution 2 in this article: Repair your QBDT. I'm also adding this article to help you learn how to obtain the tools that will help you fix common issues and errors: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Reach us back if you have further questions about creating an inventory assembly in QBDT. I'll be happy to assist. Enjoy your day and keep safe!


So basically, the importing function has been severely reduced, and whatever function is available is what is what you can use on the desktop now.  No way to get the functions that were there before back?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement