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SCampbell3
November 15, 2021
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Importing inventory items into Quickbooks Enterprise

  • November 15, 2021
  • 2 replies
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Does anyone have an excel spreadheet/template for importing inventory into QuickBooks Enterprise they can share?  My client is converting from another software and the character allowance in the prior software is more than Quickbooks allows and they will need to rename their inventory items in order to import to Enterprise.

Best answer by JasroV

Thanks for getting back to us, Campbell.

 

When importing inventory items in QuickBooks Desktop (QBDT), you're allowed to enter 31 characters for the Item name and part number. Then 4095 characters for the Description (Invoices).

 

You can check out this link to learn more about character limits in QBDT: Character limitations for fields in QuickBooks.

 

Once your client is ready to import their inventory item, you can share with them this article that can guide them through the process: Import and export data in QuickBooks Desktop.

 

I'm also adding this resource that you can share with your clients in case they need to edit and delete their items: Add, edit, and delete items.

 

Let me know if there's anything else I can assist you with about importing inventories in QBDT. I'm always here ready to back you up anytime. 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
November 15, 2021

Prepare the Item data with the following template

Item NameItem TypeIs ActiveSales DescriptionPurchase DescriptionTax CodeAccount/Income AccountExpense/COGS AccountAsset AccountCostPreferred VendorPrice or %Reorder PointManuf Part NumberUnit of MeasureMax
Green WidgetInventory PartYWidget SalesWidget PurchaseTax   General SalesGeneral Cost of Goods SoldInventory Asset10ABC Vendor151012345 30
General ServicesServiceYServices SalesServices PurchaseNonSpecialized SalesSpecialized Expenses 8DEF Vendor9    
General PartsNon-inventory PartYPart SalesPart PurchasesTax   General SalesGeneral Cost of Goods Sold 7GHI Vendor8    
Misc ChargeOther ChargeYMisc IncomeMisc ChargesNonGeneral SalesGeneral Cost of Goods SoldGeneral Expenses12GHI Vendor15    

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

S
SCampbell3Author
November 15, 2021

This is great for set-up.  But how many character spaces are allowed for each field?

Rustler
Rustler
November 15, 2021

This is the best tutorial on importing I have seen

be sure to read the notes if you will import both qty on hand and cost

https://qbblog.ccrsoftware.info/2008/04/importing-inventory-with-excel/

S
SCampbell3Author
November 15, 2021

This is great information.  But I really need to know how many character spaces are allowed for each field so my client can begin to modify their current inventory items.

JasroV
JasroVAnswer
November 15, 2021

Thanks for getting back to us, Campbell.

 

When importing inventory items in QuickBooks Desktop (QBDT), you're allowed to enter 31 characters for the Item name and part number. Then 4095 characters for the Description (Invoices).

 

You can check out this link to learn more about character limits in QBDT: Character limitations for fields in QuickBooks.

 

Once your client is ready to import their inventory item, you can share with them this article that can guide them through the process: Import and export data in QuickBooks Desktop.

 

I'm also adding this resource that you can share with your clients in case they need to edit and delete their items: Add, edit, and delete items.

 

Let me know if there's anything else I can assist you with about importing inventories in QBDT. I'm always here ready to back you up anytime. 

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