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Import Item Inventory Assemblies into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Item Inventory Assemblies automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Item Inventory Assemblies from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop 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 Item Inventory Assemblies 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
|
Field Name | Format |
Description |
|
Name | Text |
Inventory Item name |
|
Parent | Text |
Primary/Head Inventory Item/Product |
|
Manufacturer Part Number | Alphanumeric |
Part number used by the manufacturer |
|
Unit Of Measure Set | Text |
Combination of Multiple Unit of Measures |
|
Sales Tax Code | Text |
Area Sales Tax Code |
|
Sales Description | Text |
Description used for sales transactions |
|
Sales Price | Numeric |
Price for the item |
|
COGS Account | Text |
Cost of goods sold Account |
|
Description | Text |
Item/Product Description |
|
Price | Numeric |
The price charged for the item |
|
Purchase Tax Code | Tax/Non |
Tax Code Used while Purchasing Item/Product |
|
Pref Vendor | Text |
Preferred Vendor |
|
Income Account | Numeric |
Income account related to assembly |
|
Asset Account | Numeric |
The account which is used by QuickBooks to look at the current inventory value of the company |
|
Minimum Build Point | Numeric |
Minimum Quantity for Building the Assembly |
|
Maximum Build Point | Numeric |
Maximum Quantity for Building the Assembly |
|
Quantity On Hand | Numeric |
Item Quantity in the Stock |
|
Inventory Date | MM/DD/YYYY |
The date on which inventory is updated |
|
Average Cost | Numeric |
The average cost of the product |
|
Item Name | Text |
Name of the item |
|
Quantity | Numeric |
Number of the product |
|
Is Active | True/False |
Whether import item is active or not |
Import Settings
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
I made some Mistakes in the Import Process and my QuickBooks Reports have been corrupted. Can I undo or Revert my Import?
It is possible to undo the import partially/ completely with the Delete feature available.
My File has some Specific Date Format. I don’t Want to Change the File. Will Your Product Support all Date Formats?
No, It needs to specify the specific date format as MM/DD/YYYY.
Do You have Any Sample Templates?
Yes, We do have. Sample Template.
File Types Supported by Your Application?
XLS, XLSX, etc are Supported File Formats
Where to Contact if I am Stuck?
Feel free to drop an email to support@dancingnumbers.com or visit our dedicated Support Center at https://www.dancingnumbers.com/support/ for a quick answer.
Will Your Application Support Multi-Line Imports for including Multiple Assembly Items?
Yes, However, the same Item number is required to be mentioned in multiple lines to group the lines.
+1-800-596-0806