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Ty00
October 6, 2023
Solved

Item List Import From Excel

  • October 6, 2023
  • 1 reply
  • 0 views

Hello,

 

I have Microsoft 365 and Quickbooks Desktop Premier 2016 on my computer, and when I try to import an Excel list of inventory items, I get an error saying Microsoft Excel could not be found. what could the issue be, compatibility?

Best answer by Rubielyn_J

Hello,

 

In my Quickbooks 2016, when you create a new item list on the right side of the pop-out window there is a section where you can enter 4 customs fields and link them to be shown in the actual "quote" window. However I cannot map any custom fields in the Excel item import, just the standard fields.


Thank you for reaching out regarding your QuickBooks 2016 software, @Ty00.

 

I understand you're experiencing difficulties mapping custom fields in the Excel item import feature. I'll do my best to assist you with this issue.

 

In QuickBooks Desktop, we can only import Customer, Vendor, Items, and Chart of Accounts from an Excel spreadsheet. There are several options available when importing Excel files from QuickBooks. I understand the significance of mapping custom fields, but currently, QuickBooks Desktop (QBDT) only allows the use of standard fields.

 

For additional insights and information, I encourage you to explore this article: Import or export MS Excel files.

 

Moreover, I'll be adding these resources to help manage your custom fields in QBDT. It includes insights on how to effectively utilize custom fields and shed light on the maximum number of list entries that QuickBooks can accommodate:

 

 

If you have any further questions or need assistance with any other aspect of QuickBooks, please don't hesitate to reach out. I'm here to help you anytime.

1 reply

D
DebSheenD
October 6, 2023

Hi, @Ty00. 

 

Thanks for reaching out to us. I'm here to share some details about importing list from Excel to QuickBooks Desktop (QBDT) 2016.

 

You should be able to export the report since QBDT 2016 is compatible with Office 365. Since you've encountered an error while importing the list,  it can be due to the following:
 

  • Excel is not installed on your computer.
  • It's installed across a network.
  • The local Excel installation is damaged.
  • QuickBooks is an outdated version.

 

If Excel is installed on your computer and there are no issues. You can also check the format when importing list. If the issue persists, we could have tried to update QuickBooks to the latest release.  However, 2016 QuickBooks is an outdated one, and it won't receive any updates. 


If you'd like to upgrade your QuickBooks Desktop to the latest version and continue to enjoy online services and importing data, you can check this article for more details: Upgrade your QuickBooks Desktop subscription.

 

Also, read these guides to learn more about import or export information with QuickBooks Desktop:

 

 

Helping you is our top priority. Just hit the Reply button if you have other concerns with importing or with QuickBooks. The Community is always available for you. Stay safe.

T
Ty00Author
October 7, 2023

Hello i will give it a try, thanks

 

Another question, Can I import Custom fields from excel to QuickBooks item list?

Fiat Lux - ASIA
Fiat Lux - ASIA
October 7, 2023

@Ty00 

There is no custom field feature in the Item List

 

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    

 

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