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Level 1

How to upload/import the stock take of year end closing

 
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QuickBooks Team

How to upload/import the stock take of year end closing

If you want to import your products and services, you can use the import feature in QuickBooks Online, aldahabiya-kw.

 

You'll have to make sure to avoid special characters and please know that there's a limit of the import to only 100 characters

 

Furthermore, you can follow these steps to import your products and services. If you need help formatting your list, select Download a sample file.

  1. Click the Gear icon then select Import Data.
  2. Select Products and Services.
  3. On the Import products and services page, select Browse.
  4. Find and select your Excel file. Select Open, then Next.
  5. Map your information. Your Field represents the headers on your spreadsheet. From each drop-down menu ▼, 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. Select Import.

If you want to close your books after the import to prevent any changes, here's an article that you can visit: Close Your Books In QuickBooks Online.

 

Keep me posted if there are questions about the import processes. I'll always be here to help you if you need further assistance.