Comments on: Importing QuickBooks Inventory with Excel

By: Charlie

Charlie — Wed, 18 Jan 2012 17:56:00 +0000

Ruthann, I would have to check, but you might not be able to make those changes (in some cases) via an import like this.

Edit an item in the item list using the Edit Item window. Any time that you make a change to an account, if QuickBooks opens a window that asks you if you want to update existing transactions, or says that the change would affect transactions before a closing date – any question at all – then you usually can’t make the change in an import. That is because QuickBooks can’t ask you that question on an import, so it just won’t let you make the change that way.

By: Ruthann

Ruthann — Tue, 17 Jan 2012 18:48:44 +0000

I am using Enterprise v12 and I am attemting to change the Cost of Goods account and the Income account for select inventory items. The are sub accounts of the original and they are set up in my Chart of Accounts. When I try the import the mapping preview does not show errors, but the accounts did not get updated. I have used the Advance Import function to update cost and price on items previously, and have not had a problem.

Do you have any suggestions?

Thanks!

By: John

John — Mon, 16 Jan 2012 18:36:31 +0000

I realize that it was just a suggestion on your part and I appreciate it.

What gets me Charlie is that in order to get Quickbooks to function properly we have to purchase another program. What is up with that? What are we paying for to begin with? A half finished product that Intuit boasts as the number software for small business. It is not working as advertised and yet they continue to increase the cost.

Thanks again for your time Charlie. I appreciate your effort to help us with this issue.

By: Charlie

Charlie — Mon, 16 Jan 2012 17:21:53 +0000

John, my comment about third party software was just to provide a suggestion as to a way to resolve the issue. Certainly Intuit should include the ability to do what you want, but since they don’t, I’m offering a suggestion on how to work around the shortcoming. I don’t control what they include (or don’t include) in their product.

By: John

John — Mon, 16 Jan 2012 00:24:10 +0000

Thanks for your reply Charlie.

This is not the first time that QuickBooks shortchanged the Canadian user. They charge $80.00 to $100.00 more for a Canadian version than for a US version. Check it out! Compare prices on Intuit.com and Intuit.ca. There is absolutely NO reason whatsoever to charge as much as they do. Canadian dollar has been at or near par with the US greenback for the last couple of years.

QuickBooks has continually increased the price and yet has not developed the software to function as advertised.

Another feature that the US has is the ability to delete all transactions. We have no such feature. I have just about had it with QuickBooks. At one time, they had a good program but they have screwed with it so much and increased the price that people are getting real tired of being ripped off!

As far as purchasing a third party tool well, QuickBooks should have to provide it to us at no cost. After all, it (QuickBooks) is already costing us lots more than it should compared to the US. Why should we have to spend yet more money to get their software program to work, as it should?

Thanks again for your time.

By: Charlie

Charlie — Sun, 15 Jan 2012 22:46:13 +0000

John, I don’t have all the different Canadian versions available to me, so I dan’t comment about the Canadian 2012 release.

In the U.S. versions, there is a “U/M Set” field in the Advanced Excel import, which is what you would use for the unit of measure. It works very well.

I took a look at the Canadian 2011 version and I don’t see the field there. So, this is another example of how the Canadian versions are not as developed as the US versions. I have no idea why there would be a difference here. Something for you to comment about to Intuit Canada, I guess.

You may want to look at the import tools from http://www.baystateconsulting.com – if anyone can import that with the Canadian version, they could, but you have to check with them.

By: John

John — Sun, 15 Jan 2012 19:01:47 +0000

The advance import feature for importing inventory items from Excel to Quickbooks does not have Unit of Measure in the mapping window. Without U/M for inventory parts the importing of items is almost useless. What good is importing thousands of inventory parts if you have to edit each and everyone with a U/M?

The U/M is exported to Excel if I choose export all items, but there is NO WAY to import the U/M back into Quickbooks because Quickbooks shows has no U/M field to map to.

Canadian Premier Edition 2012 version R5P

By: Charlie

Charlie — Mon, 21 Nov 2011 18:22:34 +0000

Humaira, you can export your customer and item list through the Excel options, and then import them through Excel as outlined in general above.

By: humaira

humaira — Sun, 20 Nov 2011 02:30:11 +0000

hi, the article is very informative, but i want to ask you one thing that i am using QB pro 2007 and we are merging with another company who is using QB enterprise so how am i supposed to export my inventory in that company, and also cutomers list. and what if i want to keep my company name yet still merging with that company, kindly explain both procedures separately.
thanks

By: DaveWV

DaveWV — Tue, 15 Nov 2011 15:48:40 +0000

Charlie,

Used your instructions. Everything worked perfectly! Thanks. I tried several IIF variations, but was never able to get it to function IAW the instructions. I suppose SDK is the best method for anything beyond simple lists.

Again, thanks for your instructions.