How to Import Item Inventory Assemblies into QuickBooks Desktop using Dancing Numbers

Import Item Inventory Assemblies into QuickBooks Desktop Importing was never so easy but Dancing Numbers made it simple and quick. […]

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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).

Save Time, Reduce Errors, and Improve Accuracy

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.

*No credit card required

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.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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.

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