Import Inventory Adjustments into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick. Get Import Inventory Adjustment automatically. The filter attribute gives you more accurate data to import as you want.
You can easily import Inventory Adjustments from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.
Dancing Numbers (Desktop) support QuickBooks Premier, Pro, Accountant, and Enterprise editions.
You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.
Steps to Import Inventory Adjustments into QuickBooks Desktop
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – File Selection: For the selection of a file click “Select your file”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file
Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|Adjustment Account||Should be in Text||The account in which inventory adjustment is done|
|Customer||Should be in Text||Customer Name|
|Inventory Site Ref||Bin Location||It is the location Store/Warehouse|
|Adjustment Date||Date||The date on which Inventory Adjustment is done|
|Reference No||Numerical||Reference number related to Inventory Adjustment|
|Memo||Should be in Text||Notes associated with Inventory Adjustment|
|Item||Alphanumeric||Description of Item|
|Adjusted Quantity||Numerical||Number of Items adjusted|
|Adjusted Value||Numerical||Amount adjustment in Inventory Adjustment|
|Unique ID||Internal QuickBooks ID||A Unique Number Assigned by QuickBooks|
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
Que: I want to import Inventory Adjustments including Inventory Adjustments Numbers from the File. Will it be supported?
Ans: Yes. It will be supported.
Que: Will your application support Multi-Line Transactions?
Ans: Yes. However, the same Inventory Adjustments Number required mentioning in multiple lines to group the lines.
Que: I made some mistakes in the Import process and my QuickBooks reports have been corrupted. Can I undo or revert my Import?
Ans: It is possible to undo the import partially/ completely with the Delete feature available.
Que: Does your app support taxes?
Ans: Yes. It supports
Que: I don’t want to create products automatically for my Inventory Adjustments; also I am unable to create products before each upload. Will it be supported?
Ans: Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
Que: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
Ans: No. It needs to specify the specific date format as MM/DD/YYYY
Que: Do you have any sample templates?
Ans: Yes. We do have. Sample Template
Que: File types supported by your application?
Ans: XLS, XLSX, etc are Supported File Formats
Que: Where to contact if I am stuck?
Ans: Feel free to drop an email to email@example.com