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Dav
Level 5

Can you upload a spreadsheet in QuickBooks to do an inventory transfer?

 

Hi  -

 

Can you upload a list of parts to do an inventory transfer?  If so, how?

 

If we could upload a spreadsheet with a list of parts for the transfer, that would save a lot of time from typing them in.


Thanks in advance for your feedback!

 

3 Comments 3
Deity Alpha
Level 6

Can you upload a spreadsheet in QuickBooks to do an inventory transfer?

What is Inventory Transfer? Do you mean Inventory Adjustment like this one?

RefNumberAccountTransaction DateMemoItemNew QtyNew ValueAdj QtyAdj ValueCustomerClass
1231-1Cost of Goods Sold31/12/2020Year End Inventory AdjustmentHardware10     
1231-1Cost of Goods Sold31/12/2020Year End Inventory AdjustmentDoor Frame10     
1231-1Cost of Goods Sold31/12/2020Year End Inventory AdjustmentCabinets  -1   
1231-2Cost of Goods Sold31/12/2020Year End Inventory AdjustmentWood Door 1000    
1231-2Cost of Goods Sold31/12/2020Year End Inventory AdjustmentInterior Door Kit   500  
LouiseG
QuickBooks Team

Can you upload a spreadsheet in QuickBooks to do an inventory transfer?

I'm here to provide information about uploading a list of parts for an inventory transfer in QuickBooks Desktop (QBDT), Dav.

 

Currently, uploading spreadsheet with a list of parts to do an inventory transfer in QBDT, is unavailable. Hence, you'll need to manually input the details in the system. Here's how:

 

  1. Navigate to the Inventory menu, then choose Transfer Inventory.
  2. Fill out the information in the top section of the form with the Date, Reference No., Class, Transfer from, and to. If you're transferring between bin locations, make sure to enter a site in both the Transfer from and Transfer to fields, even if it's the same site. You can specify the bin locations in the fields below.
  3. Next, use the Find & Select Items button or the Item drop-down to select the inventory items to transfer.
  4. Complete the transfer details as appropriate.
  5. Select Save & Close.

 

For more information, check out this article: Multiple Inventory Sites.

 

On the other hand, if you're using QuickBooks Online (QBO), please note that inventory transfers aren't supported. Instead, you can manually make inventory adjustments to update the quantity of an item without recording a purchase or sale to match your actual stock levels.

 

Moreover, you may consider exploring a third-party application to upload your spreadsheet into the software.

 

For future reference, I'll be leaving these articles that'll help you manage your inventories:

 

If you have any further questions about importing your data in the program, feel free to let us know by replying below. We're just around to assist you.

Dav
Level 5

Can you upload a spreadsheet in QuickBooks to do an inventory transfer?

Hi @Deity Alpha  -

 

An inventory transfer is an entry to record the transfer of inventory from one location to another location.

 

For example, let's say  a company had 2 locations, location A and  location B.  Let's say they had send 20 pieces of metal from location A to location B. In QuickBooks, they'd enter an inventory transfer to show those 20 pieces moved from location A to location B.  Afterwards, if they are reviewing in QuickBooks where the pieces of metal are located, they'll be able to see how many are at location A and how many are at location B.

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