Friday, February 5, 2016

QuickBooks Online Inventory Import

Now almost all businesses are relying on QuickBooks to maintain the financial records and related matters, it has gain an immense popularity. In case you want to add on items into your QuickBook database, the process is simple. You need to import data from spreadsheet.
Now here are the steps to import inventory in QuickBooks Hosting:
Step 1
Create an Excel or a comma-separated values spreadsheet that includes the inventory items you want to import in columns with header titles that correspond to the column headers in your inventory list within QuickBooks. The column headers titles include: Item Name, Inventory Item Type, Description of the Item, Name of the Income Account, Name of the Asset Account, Name of the COGS Account, On Hand Quantity, Cost of Item, Sales Price, Total Value, As Of Date and Is Passed Thru. Intuit provides a detailed description of these items on its support website.
Step 2
Open QuickBooks. Open the company file for the business you want to update with new inventory from the dialog that appears that appears on the screen.
Step 3
Click "File" from the program menu. Select "Utilities. Click "Import," select "Excel files." An "Add Your Excel Data to QuickBooks" dialog appears.
Step 4
Click "Advanced Import." Click "Browse" to locate the file that you want to import on your computer. You can choose from Excel and .csv files.
Step 5
Double-click the filename or select it and click "Open." If the spreadsheet is an Excel file with multiple sheets, select the sheet you want to import data from in the "Choose a sheet in this Excel workbook" drop-down menu. Deselect the "This data file has header rows" box.
Step 6
Choose "Add New" from the drop-down menu next to "Choose a mapping." If you set up your columns correctly in your spreadsheet, you will have no problems with data mapping, matching the columns in the Quicken inventory data with your imported spreadsheet. A "Mappings" window appears with a list of Quicken inventory column header titles on one side and the column header titles of your spreadsheet on the other side.
Step 7
Click on the name of the header titles in your spreadsheet to access a drop-down menu of the Quicken inventory column headers. Choose the correct Quicken header title, if for some reason your spreadsheet header title is incorrect.
Step 8
Click "Save" when you finish mapping header titles. Click "Preview" to see what the imported items will look like in Quicken. If you see a mistake, you can click "Cancel" to re-map your columns.
Step 9
Click "OK" if the preview looks correct. Click "Import." A dialog appears that tells you how many records were imported and if there were any warnings or errors. Click "Save." You inventory list with the new items will now be visible on the screen.

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