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January 20, 2021

It's my pleasure to assist you today, info-softzoneser.

 

Here are the steps to import your inventory file from Excel to QuickBooks Online (QBO):

  1. Go to the Gear icon and select Import Data.
  2. Select Products and Services.
  3. On the Import products and services page, select Browse.
  4. You'll want to select the Download a sample file for your reference in formatting your list.
  5. Find and select your Excel file. Select Open, then Next.
  6. 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.
  7. Click Next.
  8. Select Overwrite all values for each product or service with the same name. Make sure everything looks correct because this can't be undone.
  9. Click Import.

To visually guide you through the process, check out this article about importing products and services from Excel.

 

I case you want to make changes to the items, you can manually update your inventory under the Products and Service page. 

 

To do that: 

  1. From the Gear icon, select Products, and Services under Lists.
  2. Look for the item from there, click on Edit under Action.
  3. Correct the details, then tap on Save and close to save the changes. Repeat the steps for the rest of the items/inventory.

I'm also adding this article to learn more about changing product and service items in QBO.

 

Any additional questions from you and I'd be happy to address them here. Have a good day ahead.