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alcade4561
Level 1

How do I load my inventory

 
6 Comments 6
JenoP
Moderator

How do I load my inventory

Let's make sure that you have all your inventories in QBO, alcade4561.

 

I'd like to ask though if you're trying to move or upload your inventories to QuickBooks Online? If so, you can import your products into your account using an Excel file. Here's how: 

 

  1. Go to the Gear or Settings ⚙ icon and select Import Data.
  2. Click Products and Services.
  3. On the Import products and services page, click Browse.
  4. Find and select your Excel file. Select Open, then click Next.
  5. Map your information. Your Field represents the headers on your spreadsheet. Click the drop-down menu and  select the one that matches a field in QuickBooks Online.
  6. Click Next.
  7. Select Overwrite all values for each product or service with the same name. Make sure everything looks correct because this can't be undone.
  8. Click Import.

Here's an article about this function for more details: Import Products And Services From Excel.

 

Let me also share these additional reference for more details about importing data and inventory tracking in QBO:

 

Let me know if you have follow-up questions when importing your inventories or when using them in your sales transactions.

 

import data.PNGimport data 2.PNG

Chase_o
Level 1

How do I load my inventory

Thanks for the information 

Venture Studios Imports
Level 1

How do I load my inventory

Hi, 

Trying to upload my inventory, but it's saying that my 'type' field submission is invalid for some reason. I have it filled in with 'Inventory'. Do you know what might be happening here?

Angelyn_T
QuickBooks Team

How do I load my inventory

I appreciate you joining the thread today, Venture Studios. I can assist you in uploading your inventory data successfully.

 

This error happens when the Quantity on Hand and Reorder Point are left empty for these items.Capture.PNG

 

To proceed, open your CSV file and input the necessary information in the designated columns. If you have no quantity on hand or reorder point for those products, please enter zeros (0).

 

However, if you're getting the same issue after modifying your file, I recommend performing the process through a private window to narrow down the result. The procedure can assist in removing any cache-related issues that may have caused the problems. You can save time by using either of the following keyboard shortcuts:

 

  • Google Chrome: Press CtrlShift N
  • Safari: Press Command Shift N
  • Mozilla Firefox: Press CtrlShift P

 

If it works fine, return to your default browser and clear the cache to refresh the system. However, if you're getting the same experience, try using another compatible browser to narrow down the result. 

 

On the other hand, I'm adding this article for more tips while uploading your items to our system: Import products and services into QuickBooks Online.

 

Additionally, you can run through the resources from this material for more tips while tracking inventories in our system: Set up and track your inventory in QuickBooks Online.

 

Let me know if you have follow-up questions while bringing your inventory items to our system. I'm just a few clicks away to help you again. Have a good one!

Venture Studios Imports
Level 1

How do I load my inventory

Hey! Tried all of the various steps above, and still having issues. Any other suggestions? Could it be about the version of Quickbooks that I'm signed up for...?

MirriamM
Moderator

How do I load my inventory

Hi there,

 

I want to ensure this gets resolved, and I appreciate you performing some troubleshooting steps. Since you're still unable to import inventory data, let me direct you to the right support team by contacting our QuickBooks Support Team to confirm the cause of the issue. They have the tools to pull up your account in a secure environment and perform a screen-sharing session so they can take a closer look and come up with a fix.

 

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

 

To help you set up product and service items you buy and sell in the future, see this article for a guide: Add product and service items to QuickBooks Online.

 

If you have other questions concerning QuickBooks, let me know in the comment section below. I'm always here to help. Have a good one!

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