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Level 1

Can i import an inventory file in to update the inventory in Quickbooks?

 
7 Comments
Moderator

Re: Can i import an inventory file in to update the inventory in Quickbooks?

Hello thepointbookstor,

 

Yes, you canimport inventory items in QuickBooks Online. You can also override the existing quantity of these items. Here's how:

  1. Click on the Gear icon.
  2. Under Tools, choose Import Data.
  3. From the list, select Products and Servics.
  4. In the Import Products and Services page, select Browser button. (You can also download the sample file to see how the columns look like.)
  5. Find and select the Excel file then select Open.
  6. Select Next to continue.
  7. Map your data. 
  8. Click on Next.
  9. Check the Overwrite all values for each product or service that you import with the identical name. (This can't be undone.)
  10. Click on Import.

If you have any questions, please let me know. I'm here to help. 

Level 1

Re: Can i import an inventory file in to update the inventory in Quickbooks?

I want to overwrite the "name" field for several items using and upload in bulk.

I just want values in that field to be overwritten, is there a way to do that through and upload without affecting anything else (i.e. cost, QTY on hand, etc)?

QuickBooks Team

Re: Can i import an inventory file in to update the inventory in Quickbooks?

Thank you for getting back to us, @casimoran

 

When you import an item with the same name and let it overwrite all the values, this will merge any imported Product/Service, but will not affect the cost, QTY, etc.

 

For more information about this, see this article: Import products and services from Excel

 

Let us know by leaving a comment below if you still have questions. Please know that I'm always here to assist. Enjoy the rest of the week. 

Level 1

Re: Can i import an inventory file in to update the inventory in Quickbooks?

How do we do the same thing in Desktop Quickbooks? 

Level 4

Re: Can i import an inventory file in to update the inventory in Quickbooks?

@gulbat 

Explore the importer tool. You may import data of inventory adjustment and transfer inventory (Enterprise only).

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

Level 1

Re: Can i import an inventory file in to update the inventory in Quickbooks?

I tried overwriting the value, however, my upload didn't reflect the value changes for any of the inventory accounts except for one.  Ive tried using their sample template, researching, breaking up my data (I only have 55 lines so shouldn't be an issue) and nothing works.  

 

This is my attempt to create beginning inventory balances and all of the balances show up as zero even though my upload template reflects the quantities on hand as well as the purchase price.  

QuickBooks Team

Re: Can i import an inventory file in to update the inventory in Quickbooks?

Thank you for joining the thread, @peridott2283.

 

Whatever information that is showing up on your file or when manually overwriting the details should reflect on the products/services under the Products and Services page. When uploading the file, be sure to use the correct format and complete details when mapping the items/services.

 

For now, I recommend checking your inventory using a private window. The stored cache of the browser you're using may cause this unusual behavior.

 

To save you time, you can use either of these shortcut keys:

 

  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift +N

If the details are correct from there, go back to your regular browser and clear its cache.  If private browsing doesn't work, I suggest using other supported browsers.

 

If you're getting the same experience, I encourage to manually update your inventory under the Products and Service page. 

 

  1. From the Gear icon, select Products and Services under Lists.
  2. Look for the item from there, click on Edit under Action.
  3. Correct the details, then tap on Save and close to save the changes. Repeat the steps for the rest of the items/inventory.

For additional details about importing products and services from Excel, read this article: Import products and services from Excel.

 

You can always add a comment below if you have any other questions. I'm always here to help. Happy weekend!

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