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Geoff Rogers
October 4, 2022
Solved

Import Stock

  • October 4, 2022
  • 1 reply
  • 0 views

I have an XL CSV file from Sage 50 of my 851 stock codes. When I try to import into QB it says I have to denote a "type" for each code when I map it. There is only the option of Service or non-inventory on the drop down and no option of "stock" as a type. Any ideas as everything else fine ? Thank you. 

Best answer by Geoff Rogers

So basically what you are saying is that I will have to enter 851 stock codes manually ?


I have now resolved this by manually copying and pasting my data into the sample template. Thank you.

1 reply

A
AbegailS_
October 4, 2022

Hi there, @Geoff Rogers. 

 

I want to ensure you’re able to transfer the data from Sage to QuickBooks Online.

 

Let's turn on the inventory item feature before your import your file so that the item type will appear on the list in mapping your file. 

 

Here's how:

  1. Go to Settings and select Account and settings.
  2. Choose the Sales tab.
  3. Select Edit ✎ in the Products and services section.
  4. Turn on Show Product/Service column on sales forms.
  5. Turn on both Track quantity and price/rate and Track inventory quantity on hand.
  6. Select Save and then Done.

 

For additional information about importing data in QBO, please refer to this article: Common questions about importing data to QuickBooks Online. This article also provides details on how to map the file formats into the QuickBooks system. 

 

Also, our Community Contributors and Established Backers can share their best practices about the migration from another accounting system into QuickBooks. 

 

After successfully importing your file, you can run reports such as Profit and Loss and other transaction reports to check if the data that was converted is accurate. This article will guide you through the steps: Run Reports.

 

Please let me know how it goes or if you have any other questions or concerns. I'm always here to help. Have a wonderful day!

G
Geoff RogersAuthor
October 4, 2022

Thank you for the swift reply. I have changed those settings online and will try to import again on Thursday as my data is at work on a hard drive. Rgds Geoff

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Geoff RogersAuthor
October 6, 2022

This still does not work. After mapping it says it is ready to import HOWEVER it still wants a "type" selected and the only options from QB are Service or Non-inventory ????? Also it wants a quantity. I just want to add all my stock codes and many have zero stock. I thought this was meant to be easy and straight forward ???

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