Import Inventory Transfers into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick. Get Import Inventory Transfers automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Inventory transfers 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 for Importing Inventory Transfers to 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
|Transfer Inventory Ref Number||It needs to be in Text and length should not be more than 11 Characters||Reference number related to the Inventory Transfer.|
|Transfer Date*||Date||The date on which transfer is done|
|Transfer From Location*||Text & max character should be of max 31 characters||Site from which transfer is done|
|Transfer to Location*||Text, max length is 31 characters||The site which will receive the item|
|Product/ Service Name*||Reference Text||Inventory Item Name( You can also provide custom field value or external field reference through the settings)|
|From Inventory Bin*||Text, not more than 31 characters||Bin from where the transfer occurs|
|To Inventory Bin*||Text, equal to or less than 31 characters||Bin which receives or collect the item|
|Quantity to Transfer*||Decimal||The Quantity which is transferred|
|Serial Number||Alphanumeric||Unique Identifier number of product|
|Memo||Text ( Max length should be 4095 characters)||Notes related to Inventory Transfers|
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 Transfers including Inventory Transfer reference 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 Transfer Reference 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 invoices, 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