So i'm needing clarification on importing products and the NUANCE involved. I'm going to reiterate what my understanding is thus far, and hopefully someone can either validate me or correct me with clear examples and instructions.
So my understanding is that to ADD for the first time ANY INVENTORY TYPE products, that the product name, product qty and qty as of date, are the MINIMUM required fields... if so that's odd that price etc aren't needed...i'd think that is needed to...but anyway...
So my boss did an initial import with our new migration as of last week...
Unfortunately he did it badly...apparently the spreadsheet he used had prices all mixed up with the wrong items, and lots of product didn't get added at all, and some product got added under the wrong sales account, etc... stuff like that.
So i have since been tasked with FIXING all of that.
So I have done searches using Copilot to ask, "in QBO is it possible to ONLY particular product fields, WITHOUT doing the whole qty and qty as of date thing etc" and copilot has said YES, it is possible. That i only need to set up the import file .xlsx, or .csv with the product name column and the price column and can import that way.
That turned out to be a fat lie...FAILED EVERYTIME... I ended up having to get the full template and fill out product qty and qty as of date and all that other stuff, JUST to be able to get QBO to proceed with the import...otherwise it would only spin indefinitely or until QBO automatically logged me off due to inactivity. TOTAL NIGHTMARE.
So i got the pricing updated, but several items did not have descriptions which now i'll need to update those again...
So CAN i update ONLY Descriptions for INVENTORY TYPE product WITHOUT having to include oh hand qty and qty as of date info? Or is that ALWAYS REQUIRED FOR ANY INENTORY TYPE UPDATE, regardless if pricing or description ,or a correction to the part# itself?
Is it possible, and if so, can someone pls provide me examples (of the spreadsheet template used) and the steps to do so...because so far my attempts to invenotry updates without qty info seem to be consistently failing. And it would be super lame, if qty's HAVE to be a part of EVERY import/update just to update some non-qty' related field like pricing, or description, etc....
And then in the same vein, I have part#'s (previously imported into qb) that when trying to manually adjust qty's, i get a "need to use a valid number" and it seems to be because the product name (and the sku as well) have a forward slash. But ironically, that forward slash wasn't a problem at import time..so why now? and Why not the sku, only the product/services name seems to be the problem.
Even if i leave the forward slash in the SKU field, it's all good AS LONG AS IT IS NOT IN THE PRODUCT NAME. That's stupid....but the point of me bringing it up is the question, if i want to go back and update all the product names that contain "/", but without changing ANYTHING else, is that possible? And if so how?
pulling my hair out since migrating..so far seems to be a terrible decision if i'm being honest...but it is what it is, so just doing my best to make due...
