Importing the data in QuickBooks can sometimes be tricky and time-consuming. However, if you follow the right steps then it might be on time. The below article covers the steps to import products and services from Excel to QuickBooks Online. You can import the items list in just half of the time with this feature.
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Before going to follow the steps you need to keep some things in mind which are mentioned below :
- At a time only 1000 rows can be imported, if your data is longer then split the same into smaller and multiple files
- It can’t be undone once it is imported
Tips for formatting When Import Products and Services
- Expense account and Income – Cannot use sub-accounts
- Quantity as of date – Format should be like that MM/DD/YYYY or DD/MM/YYYY
- Product Name – It will be a 100-character limit and avoid special characters.
Steps to Import Products and Services from Excel to QuickBooks Online
Below are the steps mentioned to import products and services from Excel to QuickBooks Online, following which anyone can import the products and services in very little time.
- Open the QuickBooks
- In QuickBooks, go to Settings >>> select Import Data
- Choose the Products and services
- Select the browse option on the import products and services page
- If you want help regarding formatting your list choose Download a sample file
- Search your get your Excel file. Open the file and select Next
- Now map your information, your field indicates the headers on your spreadsheet >>> Select one option that matches a field in QuickBooks from every drop-down menu
- Choose Next
- Now select the option Overwrite all values for every product or service with the same name. Verify before going ahead because it can’t be undone.
- Now select Import.
Import Products and Services with the Subcategories and Sub-items
If you are using sub-items then you need to format the Excel file in a specific manner. It will make sure to do everything importing properly.
Categories and Subcategories
In the products, fields use the below formats
Format Categories only : [Name of the Category] : [Name of the Product/Service]
| Product /Service Name |
| Large: T-shirt |
| Medium – T-shirt |
| Small – T-shirt |
For Categories and Sub Categories [Name of Category] : [ Name of Sub Category] : [Name of Product/Service]
| Product /Service Name |
| Small Yellow T-shirt |
| Small Red T-shirt |
| Medium Yellow T-Shirt |
| Medium Red T-shirt |
| Large Yellow T-Shirt |
| Large Red T-Shirt |
Item and Sub item
You can use a row for each item variation
| Product /Service Name |
| T-Shirt Small Yellow |
| T-Shirt small red |
| T-shirt medium |
| T-Shirt Large White |
| T-shirt Large Blue |
| T-Shirt |
Importing the products and services from Excel to QuickBooks Online can be very easy and might save you time if you follow the above steps to import. Nowadays time is very valuable and instead of making everything from the start, you can simply use an import tool which is very helpful to you.
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