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PTG
Level 1

upload Product/Services List error

I downloaded the sample product and services to see what I needed to on each column.  I also created a few products and services and exported the excel spreadsheet. Here what I ran into:

Under "type" column you have the choice of choosing 1. Inventory 2. Non-Inventory 3. Service 4. Bundle.  I used non-inventory and when I upload the excel spreedsheet it changes all of my non-inventory to inventory.  I'm not sure how to fix this, there are too many items to upload and manually would take at least three days to do.  Can anyone help provide some support?

 

Probably a sample excel spreadsheet with a few sample of each type of service type?

 

Any input will help thanks in advance!

 

I attached my spreadsheet.

 

6 Comments 6
GarlynGay
Moderator

upload Product/Services List error

I can help you upload your item lists in QuickBooks Online, PTG. 

 

Let's review the spreadsheet once more. For non-inventory items, please delete all number zeroes (0) in the Quantity On Hand column. That the reason why the system reads them as Inventory since you're putting an initial quantity. 

 

On the Import Products and Services page, please don't forget to put a check mark on the "Overwrite all values for each product or service that you import with the identical name. (This can’t be undone.)" box. This will prevent creating duplicate items, and merging the old items to the new ones.

 

Go ahead and import the item list again. 

 

Please don't hesitate to post any questions. We're here to help. 

 

 

 

PTG
Level 1

upload Product/Services List error

Okay I was able to figure out the another thing, it will not take the "Non-Inventory", however if you enter it in as "Noninventory", then it will work.  

 
Yes by deleting the "On-Hnad", that resolved the problem.  However I have another question.
 
My item is a taxable item, however if you see my image, by default, it doesn't have the "sales Tax Category" and the What you sell" pointed to any chart of accounts.  How do I have it pointed to the right chart of accounts.
 
I need it to  "sales Tax Category" pointed to Retail and the What you sell" pointed to Taxable Retail Item.
 
Thank you in advance for your help!
 
Mike
PTG
Level 1

upload Product/Services List error

Here the second image.

ShiellaGraceA
QuickBooks Team

upload Product/Services List error

Hi PTG,

 

You'll want to make sure you map your fields to QuickBooks' fields to record them to the right account. You can select the correct account in Excel, and then re-import.

 

You can also check out this article for your reference: How to import products and services from Excel.

 

We'll be around if you have any questions. Feel free to reach out.

 

 

 

PTG
Level 1

upload Product/Services List error

Okay I was able to figure out the another thing, it will not take the "Non-Inventory", however if you enter it in as "Noninventory", then it will work.  

 
Yes by deleting the "On-Hand", that resolved the problem.  However I have another question.
 
My item is a taxable item, however if you see my image, by default, it doesn't have the "sales Tax Category" and the What you sell" pointed to any chart of accounts.  How do I have it pointed to the right chart of accounts.
 
I need it to  "sales Tax Category" pointed to Retail and the What you sell" pointed to Taxable Retail Item.
 
Thank you in advance for your help!
 
Mike
Alessandra_B
QuickBooks Team

upload Product/Services List error

Hey @PTG,

 

Currently, you can only add the sales tax category of your items after importing them to QuickBooks.

 

As a workaround, you can map your non-inventory items to a sales account, then edit it after the import. Here's how:

  1. On the left panel, hover your mouse to Sales, and choose Products and Services.
  2. Look for the imported non-inventory items and click on Edit.
  3. Under the Sales tax category drop-down, choose Retail. Once done, the What you sell drop-down should be available for you.
  4. Choose the What you sell account.
  5. Click Save and Close.

Also, I encourage sending feedback to our engineers to allow you to categorize taxable sales items when importing products and services. This way, they can review your suggestion and add it to future product updates.

 

Please leave a comment below if you have any other questions.

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