![]() Income Account: Name of the Income Account in which sales of the item will be recorded.Description of the Item: Written description of the item that will appear in the Item List, Sales Orders, Sales Receipts, and Invoices.Item name must be spelled out just as you see it in QuickBooks. Item Type: Include the type of item, i.e.If you are importing Sub-Items, the Item Name would be formatted with the Parent separated from the Sub-Item by a colon.Įxample: Widgets Widgets:Widget001 Widgets:Widget002 Widgets:Widget003.If you are importing Sub-Items, the Parent item must either already exist in the Item List or be above the Sub-item, in the list order, on the spreadsheet you are importing.Item Name: Name you want on your item list.Step 3: Create your data with the following for each item: For this step, you need to create the following account types: Right-click anywhere in the Chart of Accounts then select New.From the Lists menu, select Chart of Accounts.Step 2: Set up accounts in your data file Select the Inventory and Purchase Orders are Active checkbox, then select OK.Select Items & Inventory on the left pane, then go to the Company Preferences tab.From the QuickBooks Edit menu, select Preferences.If not, select Switch to Single-user Mode. Note: On the File menu, an option to Switch to Multi-user Mode should be available. Make sure you are on the Single-user mode.For details, refer to Export or import IIF files. You cannot import Subtotal, Payment, and Sales tax items via the Advanced Import function, but you can import them in an IIF file.Before importing any data, Back up the QuickBooks company file without overwriting any previous backups.If you want to import item quantities or values and you have Advanced Inventory and Multiple Inventory Sites enabled, you must disable Multiple Inventory Sites before importing.QuickBooks enters an Adjust Quantity/Value on Hand debiting the item's asset account and crediting Opening Balance Equity. New inventory items: you can set up a Quantity On Hand (QOH) and a Value on Hand (VOH) and establish an average cost.Existing inventory items: you CANNOT update their Quantity On Hand (QOH), the value on hand (VOH), or average cost.If it's your first time to import, select Yes to confirm the process. Match the information under QuickBooks with the column headings in your Excel sheet. ![]() The column headings in QuickBooks may be different from your Excel, so you’d need to match them. Mapping your accounts tell QuickBooks how to import the data from your Excel sheet.
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