QuickBooks POS Support-An Easy Way To Import
Inventory Items In QuickBooks Point of Sale
For all small size businesses, the QuickBooks has turned out as a boon that help their accounting professionals to estimate theirfinances and calculate future scope of business on the basis of accurate accounting date. Among various versions of accounting software, QuickBooks Point of Sale help users for tracking stocks as well as deals of independent manufacturers. LikeWise MS Excel that empowers accountants to make budgetary framework, the QBPOS is composed of integrated programming that plans to manage financial management. If you have maintained your stock data in excel sheet, it can therefore be easily imported to point of sale version of QuickBooks. QuickBooks POS Support remains active 24x7 to help you in case of any confusion or technical interruption while processing import, however the description ahead in the blog will be helpful in this regard.
A Quick Support To Discuss Methods To Import Inventory In
A few valuable tips, which you all should know if you’re going to import inventory items in QBPOS:
- Before mapping, a quick scan on complete worksheet is recommended. The purpose is to point out abnormal, odd or incorrect sort of information.
- User Paste special > values to copy or paste file that is creating problem while creation of fresh worksheets.
- Divide lists into small sections and freeze spreadsheets headers
- Don’t scroll mouse, instead use keys, “page up and page down”.
- To navigate at bottom of excel, press, “Ctrl+end” and “Ctrl +home” again go back to the beginning.
- Avoid dashes, special characters, formula & hyperlinks
- Deletion of empty rows, columns and hidden columns as well is recommended
- In Spite of deleting information separately, usage of “clear contents” is recommended
- Now use vendor > catalog import in POS in condition when customer imports vendor file.
- With excel you’re up to 65000 rows are allowed to be added at a single point of time
- Files with .csv extension can be saved in excel format and any kind of irregularities can be seen by opening .csv spreadsheet in notepad.
|Column Name||MS Excel Cell Format|
|item name||general – 32 character max|
|average unit cost||number – 2 decimal places|
|regular price||number – 2 decimal places|
|msrp||number – 2 decimal places|
|custom price 1- 4||number – 2 decimal places|
|upc||custom – 0000000000000|
|order cost||number – 2 decimal places|
|base unit of measure||text|
|company reorder point||number|
|serial tracking||text – 25 character max|
|eligible for commission||text|
The data import process can be done in two below discussed steps:
As discussed earlier, importing is done to transfer files from microsoft excel sheet to POS version of Quickbooks. Two major steps are given below:
S1: Get your template
S2: Set up & import data to pos
Important: You are suggested to download new template of recreate from scratch if existing template isn’t available. Inventory items, customers, departments, employees and vendors are lists of some items which can be exported from point of sale to excel. For exporting data:
- Navigate to, “file”->”utilities”->”export”
- Choose, “inventory items” from, “data export wizard” then click, “next”.
- Submit following information: Selection destination file, Write records to(sheet) and begin exporting data to row.
- You can choose “default inventory template” from option, “choose export template”.
- You can also manually manage mapping for matching details which are to be exported from pos.
Then clicking, “next”, validate if records are correct and then choose, “export”.
Hope, the description mentioned above is quite helpful. And why not! Reading the descriptions covers all major points which should be kept in mind while practicing methods for importing inventory in Point of sale version. Otherwise, rely on our QuickBooks Support services where, round the clock availability of Intuit certified experts will be listening your concerns genuinely & solving them just making a simple phone call at toll-free number.