Question

Importing updated csv without affecting inventory

Forum|Forum|3 years ago
August 26, 2022
1 reply
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Hello,

Our company is using QuickBooks Enterprise Desktop. We are working to do a bulk update on reorder points for inventory items. We exported a .csv file of the entire items list, however, I am concerned that if we export the list --> change the reorder points --> and import the list back in QuickBooks at a later date or time that it will reset the Quantity on Hand for items that were sold during business hours. Is there a way to exclude the Quantity on Hand column of the spreadsheet from being affected when importing back into QB? Can I just delete the column and re-import or will it not import correctly? Any help is appreciated. Thanks!

QuickBooks Enterprise Suite

KlentB

I'll guide you in importing that file, mhernesman.

When importing inventory items, the quantity on hand (QOH), the value on hand (VOH), and the average cost of the existing items won't be updated. Thus, you can just leave the value of that column blank.

Since you already have your CSV data already formatted for QuickBooks, I'd recommend using the Advanced Import option. Here's how:

Go to the File menu.
Select Utilities, then click Import.
Choose Excel Files, then select No from the Add/Edit Multiple List Entries window.
Select Advanced Import, click Browse, then choose the CSV file.
Follow the onscreen instructions to map and import your data.

To learn how to import customers, vendors, items, and chart of accounts from an Excel spreadsheet in QBDT, you can read this article: Import or export MS Excel files.

I'm just a comment away if you need more help in managing your inventory. Have a nice day!