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C
Carel12345
April 4, 2022
Question

Importing updated products and service list

  • April 4, 2022
  • 2 replies
  • 0 views

Good day

 

I am new to Quickbooks Online. 

Please assist me with the following.

 

I had mistakes in my Products and Service List. 

I exported the list and I made the necessary changes. 

I now want to import this back into quickbooks online. 

 

If I import it directly, will it create duplicate items and if so, how do I avoid it? 

 

Thanks

 

Carel Smith

 

2 replies

J
JamaicaA
April 4, 2022

Thank you for choosing QuickBooks as your business partner, @Carel12345. I’ll walk you through the process of importing your data in QuickBooks Online.


Before importing your product and services list, ensure you’re using the correct format. You can download the sample file by selecting Import Data from the Settings. From there, enter your product and services items.

 

Let’s also review if there’s no invalid characters in your company name or items. Check out this article to learn how to handle special characters and avoid errors: Acceptable characters in QuickBooks Online

 

After that, we can then import your products and services list:
 

  1. Go to Settings and select Import Data.
  2. Select Products and Services and click the Browse button, then to choose the file and tap Open.
  3. If you opt to upload from Google Sheets, select Connect to sign into your Google account. Choose the file, and then Select.
  4. Click Next then map your information. The headings on your spreadsheet are defined by Your Field and choose which one corresponds to it from each drop-down ▼ menu.
  5. Select Next.
  6. If some cells are marked in red, this indicates they're invalid. Check them and try importing again.
  7. Tap Import.

 

 

 

QuickBooks is dependent on the entries that are transmitted from your file. To avoid it, let’s scan the list for a product or service with the same name. If you have duplicate ones, select Overwrite all values.


If you’d like to modify a product or service, we can do so by merging or removing the unused ones. We can also hide them in your reports. For the step-by-step process, feel free to read this guide: Remove or merge a product or service

 

I've added these resources to learn more about bringing in your data as well as managing products and services:

 


Feel free to post more of your QuickBooks-related concerns if you have any. I'll be right up to help. Wishing you and your business continued success.

    C
    Carel12345Author
    April 5, 2022

    Thank you for the response. 

     

    I will follow the steps and see what happens. 

     

    Blessings. 

    C
    Carel12345Author
    April 5, 2022

    Hi There

     

    Just another question before I tackle this. 

    The file that I originally exported also contains the purchase information as well as expense account of each item. This does not reflect in the sample file I downloaded. The sample file only contains the item details on the  income account side. 

    Will the system accept the I have with both income and expense account details even it does not give this in the sample file? 

     

    Carel Smith

    9
    9130347947114846
    November 20, 2023

    THIS DOES NOT WORK IT STILL DUPLICATES THE ITEMS

    MariaSoledadG
    MariaSoledadG
    November 20, 2023

    Let me elaborate some information when importing products and services to QuickBooks Online (QBO), 9130347947114846.

     

    As mentioned by my colleague @Archie11_2_ B, if you've imported your products and services incorrectly, ensure to overwrite all values for each product or service that you import with the identical name and import the same file again. Then select Overwrite all values at the bottom of the page so items won't show as duplicates.

     

    I've tried re-importing the same product on my end and didn't tick the Overwrite all values box. QuickBooks won't import the same product if it is showing as identical.. Check out the screenshot below:

     

     

    I've also re-imported the products and at the same time, tick the overwrite box, it successfully imported the products, however, it's not showing duplicate items.

     

    For more questions about importing such as when QuickBooks didn't import all your columns, if you make changes on the review screen before importing and so on, check out this article for more details: Common Questions About Importing Data To QuickBooks Online.

     

    Additionally, you can track on what's on hand, get alerts when it's time to restock, and see insights on what you buy and sell. I've added this useful resource for reference: Set Up And Track Your Inventory In QuickBooks Online.

     

    If there's anything else that you need help with, let us know so we can get back to you anytime. Remember, the Community is always here to assist you 24/7.

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