Comments on: Importing Inventory with Excel

By: Charlie

Charlie — Tue, 23 Jun 2009 15:29:47 +0000

Rodney, you can’t make most type changes via the import - anything where they either don’t let you in the user interface (UI) of QuickBooks, or where they ask you a question before proceeding. Your option is to do it manually.

By: Rodney

Rodney — Sat, 20 Jun 2009 20:06:00 +0000

Charlie,

Thanks for the information! I have several non-inventory items that I would like to make inventory items. I tried importing but QB issues an error stating I can’t change the “account type” on the non-inventory items. Any suggestions? Thanks!

By: Charlie

Charlie — Thu, 14 May 2009 15:22:49 +0000

BethK: I don’t add the disclaimers “This might not work on the Mac version, or some non-US versions” on all of my postings, but sometimes I think I should. I don’t know if the Mac version will ever catch up with the Windows version. I doubt it - but a lot of Intuit’s work is looking at web based development, and that should be available to everyone. Note also - there isn’t a programming toolkit for the Mac version, so any third party add-on in the Intuit Marketplace cannot work with the Mac version.

By: BethK

BethK — Thu, 14 May 2009 14:16:23 +0000

I’m just starting to use QB 2009 for Mac and it seems that I can’t use your wonderful descriptions for exporting, editing, and then importing my inventory. Drat! Intuit seems to have left that feature out of the Mac version. Using the IIF format seems unreliable. So I guess I’m going to need to do a lot of point and click.

Thank you so much for your discussion of groups. That looks like it will work for my situation. I had hopes that this importing would work, too.

By: Using Excel for import | Rustler’s Quickbooks Tips

Using Excel for import | Rustler’s Quickbooks Tips — Wed, 13 May 2009 10:27:33 +0000

[...] has a how to, nice write up Charlie - well done, in his blog. Click the link (opens a new window) How to use excel Published in:Inventory |on July 23rd, 2008 |You can skip to the end and leave a response. Pinging [...]

By: Beth

Beth — Sun, 26 Apr 2009 01:58:19 +0000

This article was a tremendous help. I was ready to ditch QB and just keep inventory in EXCEL. After reading these instructions at least I could understand the process. My error log did not look or act like yours but I was able to work through it and I am able to upload my inventory.
Thank you.

By: Charlie

Charlie — Tue, 14 Apr 2009 21:16:26 +0000

Cheryl: I’m going to correct my last posting (and update the article to include this) - Another QB user, Laszlo Tordai, pointed out to me that you CAN import NEW items and have this box checked - you need to create a column in the spreadsheet that has a “Y” or “Yes”, and map that to the “Is reimbursable charge” field in the advanced import. If you do this (and map the COGS account to a column) you can import the item with that box checked, with the additional cost account. When you Export the item list this column isn’t created, which is why I missed it. Thanks, Laszlo!

By: Charlie

Charlie — Tue, 14 Apr 2009 16:06:07 +0000

Cheryl: Unfortunately, there isn’t a way to check that box when importing a new non-inventory item, so you are out of luck. You would have to try one of the third party import tools based on the SDK, or have a custom import written. The Excel import has lots of limitations, and this is one of them.

By: Cheryl

Cheryl — Tue, 14 Apr 2009 01:24:00 +0000

I’m a new user and trying to an import of my inventory and non-inventory items. Inventory imports fine, but my non-inventory items are purchased directly for jobs, and I’m unable to figure out a way to check the box that will allow for that on the import. I would like to enter an expense and revenue account for those items, but can’t get that done on the import. Can you please help?

By: CoolMomLes

CoolMomLes — Mon, 06 Apr 2009 12:29:51 +0000

hah! disregard question. i found it, as it is only listed for new items, which that applies to 99% of my item list, so i will go back in, restore my original file to just before the import so the data is no longer there, then adjust my mapping to include the as of date, and should be no problem.

again, your blog here, and also reading all the subsequent q&a has been a tremendous help!