Question

Can you upload a spreadsheet in QuickBooks to do an inventory transfer?

Forum|Forum|1 year ago
September 4, 2024
2 replies
0 views

Hi -

Can you upload a list of parts to do an inventory transfer? If so, how?

If we could upload a spreadsheet with a list of parts for the transfer, that would save a lot of time from typing them in.

Thanks in advance for your feedback!

D

Deity Alpha

What is Inventory Transfer? Do you mean Inventory Adjustment like this one?

RefNumber	Account	Transaction Date	Memo	Item	New Qty	New Value	Adj Qty	Adj Value	Customer	Class
1231-1	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Hardware	10
1231-1	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Door Frame	10
1231-1	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Cabinets			-1
1231-2	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Wood Door		1000
1231-2	Cost of Goods Sold	31/12/2020	Year End Inventory Adjustment	Interior Door Kit				500

D

DavAuthor

Hi @Deity Alpha -

An inventory transfer is an entry to record the transfer of inventory from one location to another location.

For example, let's say a company had 2 locations, location A and location B. Let's say they had send 20 pieces of metal from location A to location B. In QuickBooks, they'd enter an inventory transfer to show those 20 pieces moved from location A to location B. Afterwards, if they are reviewing in QuickBooks where the pieces of metal are located, they'll be able to see how many are at location A and how many are at location B.

L

LouiseG12

I'm here to provide information about uploading a list of parts for an inventory transfer in QuickBooks Desktop (QBDT), Dav.

Currently, uploading spreadsheet with a list of parts to do an inventory transfer in QBDT, is unavailable. Hence, you'll need to manually input the details in the system. Here's how:

Navigate to the Inventory menu, then choose Transfer Inventory.
Fill out the information in the top section of the form with the Date, Reference No., Class, Transfer from, and to. If you're transferring between bin locations, make sure to enter a site in both the Transfer from and Transfer to fields, even if it's the same site. You can specify the bin locations in the fields below.
Next, use the Find & Select Items button or the Item drop-down to select the inventory items to transfer.
Complete the transfer details as appropriate.
Select Save & Close.

For more information, check out this article: Multiple Inventory Sites.

On the other hand, if you're using QuickBooks Online (QBO), please note that inventory transfers aren't supported. Instead, you can manually make inventory adjustments to update the quantity of an item without recording a purchase or sale to match your actual stock levels.

Moreover, you may consider exploring a third-party application to upload your spreadsheet into the software.

For future reference, I'll be leaving these articles that'll help you manage your inventories:

If you have any further questions about importing your data in the program, feel free to let us know by replying below. We're just around to assist you.

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