Comments on: Importing QuickBooks Inventory with Excel

By: Charlie

Charlie — Wed, 07 Mar 2012 16:38:03 +0000

Nope – they always sort by “type” first. Very annoying.

By: Miru Borz

Miru Borz — Wed, 07 Mar 2012 16:07:44 +0000

Hello Charlie,

Is there a way to alphabetize my items list by name (and not type)from the drop down menu while creating a new invoice/estimate?
Thanks so much.

By: Charlie

Charlie — Sun, 04 Mar 2012 21:21:53 +0000

Efi: There is no limit to the number of times you can do an item list import. Do you get error messages? Do you look at the error report? What version/year/nationality of QuickBooks are you using? Are you using the “multiple currency” feature, and when you say you changed your “currency rate” are you talking about just an exchange rate for some currency in the system or what? You don’t give me much detail to work with here.

By: Reg D.

Reg D. — Sat, 03 Mar 2012 04:44:19 +0000

HI I tried to import with my inventory price changes and wont work even if I followed your step by step guide above. what else could be wrong? can you only do an import once a day and try again another day to take effect? I also changed my currency rate, does that have a bearing that my updated excel list wont import successfully?

efi

By: Charlie

Charlie — Mon, 27 Feb 2012 18:11:26 +0000

I’m not sure how this can easily be done, although I’ve not attempted it. I would talk to the folks at http://www.baystateconsulting.com to see if their import tool would let you make that kind of change. Generally, if it is hard or complicated to do through the user interface of QB, it is at least as hard (or harder) to do through the programming interfaces.

By: Charlie

Charlie — Mon, 27 Feb 2012 18:09:23 +0000

JoAnn, glad you found this article and that it helped. Guess this is a testimonial for reading the entire article before jumping in?

By: JoAnn

JoAnn — Sat, 25 Feb 2012 17:25:03 +0000

Is there a way to change the income account and COGS account in “Items” by bulk? I have approx. 2,000 items I need to change. I am trying to use Web Connector to integrate with my Volusion website. The Web Connector doesn’t allow for sub accounts, which is how I currently have my income and COGS accounts. I changed them in my chart of accounts, but now I need to change them in the inventory items. Any suggestions to make this happen without doing them one by one?

By: JoAnn

JoAnn — Sat, 25 Feb 2012 17:15:59 +0000

This article was outstanding and walked me through the entire process. I had been trying – without success – for 1 1/2 days. However, it still did not work for me. At the very END of your article where you tell us what can NOT be done SHOULD BE AT THE TOP. I tried approximately 10 different imports before I got to the bottom and it said you cannot change income account. As it is, income account and COGS account are the 2 I was trying to change.

By: Rachel

Rachel — Thu, 23 Feb 2012 19:03:16 +0000

Thank you so very very much for this helpful article! I was worried I’d have to retype all of my items until I read about the advanced import here on your site. Thanks so much.

By: Importing QuickBooks Transactions with the Transaction Pro Importer : QuickBooks and Beyond

Wed, 22 Feb 2012 18:22:58 +0000

[...] and it is limited to just importing customer, vendor and item records. See my article on importing inventory records for an example. There also are a few other Excel related imports scattered about in the program [...]