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).
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise Editions.
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
Inventory Item name
Primary/Head Inventory Item/Product
Manufacturer Part Number
Part number used by the manufacturer
Unit Of Measure Set
Combination of Multiple Unit of Measures
Sales Tax Code
Area Sales Tax Code
Description used for sales transactions
Price for the item
Cost of goods sold Account
The price charged for the item
Purchase Tax Code
Tax Code Used while Purchasing Item/Product
Income account related to assembly
The account which is used by QuickBooks to look at the current inventory value of the company
Minimum Build Point
Minimum Quantity for Building the Assembly
Maximum Build Point
Maximum Quantity for Building the Assembly
Quantity On Hand
Item Quantity in the Stock
The date on which inventory is updated
The average cost of the product
Name of the item
Number of the product
Whether import item is active or not
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 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: 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: Will your application support Multi-Line Imports for including multiple assembly items?
Ans: Yes. However, the same Item number is required to be mentioned in multiple lines to group the lines.