How To Import A List Of Products And Services In Quickbooks Online
How to Import Item/Production/Service Listing into QuickBooks Online (U.Due south)?
You tin import Item/Product/Service listfrom text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.
Pre Requisites:
Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App At present" button and get the 30 days free trial [No credit card required].
Importing Products/Services into QuickBooks Online:
To import bulk/batch products and services into QuickBooks Online using the SaasAnt Transactions (Online) awarding, follow the steps below
Click on the "Upload File" Bill of fare and upload your file.
Footstep 1: Select your file and spreadsheet which has the Detail/Product/Service listing that you want to import.
Pace 2: Select the QuickBooks entity every bit Products/ Services.
Step three: Set up the mapping of the columns in your Item/Product/Service list import file to the corresponding fields in QuickBooks (Refer below Section).
Pace 4: Click Import and your Item/Product/Service list volition be directly added to your QuickBooks visitor.
The of import step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
- Yous need to map your file headers to "SaasAnt Transactions (Online)" fields. This mapping volition enable usa to import your transactions properly in to QuickBooks company.
- In the mapping screen, we take the "Preview Mapping" button which can help you lot to visualize your electric current mappings as per the QuickBooks screen with your file headers.
- Please refer nuts of field mappings for more info. If yous have any confusion or doubts, feel gratis to drop an email to support@saasant.com.
SaasAnt Transactions (Online) Fields
Field Proper name | Format | Clarification |
---|---|---|
Name | 100 Characters | Name of the Detail. |
Blazon | Selected Values | Basic Blazon of this Item. |
SKU | 100 Characters | The stock keeping unit of measurement (SKU) for this Item. |
Price / Rate | Decimal | Unit of measurement price of the Item. |
Sales Description | 4000 Characters | Clarification of the detail. |
Taxable | Boolean | Transactions for this particular are taxable. |
Purchase Description | one thousand Characters | Purchase description for the item. |
Cost | Decimal | Amount paid when buying the item. |
Income Account | Characters | Reference to the posting Account name. |
Expense Account | Characters | Reference to the expense account name used to pay the vendor for this item. |
Parent Product / Service | Characters | The Parent of the item. |
Inventory Asset Account | Characters | Inventory Asset account name that tracks the electric current value of the inventory. |
Initial Quantity On Hand | Decimal | The quantity of the Inventory items available for auction. |
Equally of Engagement | Appointment | Date when the inventory transaction started for the detail. |
Possible Failures & Troubleshooting Tips
Invalid enumeration for 1 of these column(s):Blazon
Please update the Type field with any of the following values:
Service, Inventory, NonInventory
Invalid business relationship blazon: For an inventory production, the expense business relationship must have Account Type: 'Cost of Goods Sold' and Detail Type: 'Supplies'
Please update the valid "Expense Business relationship"
The name supplied already exists: Another product or service is already using this name. Please use a different proper noun.
This Product / Service is already available in QuickBooks with given "Name". If you desire to continue with same product, please change the "Name".
This error may appear if you take tried to upload parent production & sub-product in aforementioned file. Please go on the upload with the mistake, Sub-products volition be created automatically.
Initial quantity on hand for an inventory item is required.
Please provide proper value for "Initial Quantity On Manus" Field.
Business Validation Error: As of appointment for initial quantity on manus is required.
Delight provide proper value for "As Of Date" Field.
An inventory asset account is required if y'all are tracking inventory quantities for this product.
Please provide valid "Inventory Account" details.
No matching reference found for this production/service.
Delight provide the valid Production / Service particular in the Parent Product/Service Field.
This error may appear if you have tried to upload parent product & sub-product in aforementioned file. Delight go along the upload with the error, Sub-products will be created automatically.
How To Import A List Of Products And Services In Quickbooks Online,
Source: https://support.saasant.com/support/solutions/articles/14000053176-how-to-import-item-product-service-list-into-quickbooks-online-u-s-
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