Since we haven’t saved the changes we made to our QuickBooks Excel template, we’ll need to save them now. Once all of your data is entered correctly, click the “Add My Data Now” Button. If there is an issue, QuickBooks Pro will put a message in the error box on the top left-hand side of the file and a red warning triangle in the corner of the problematic cell.Įven if there is an error, QuickBooks will tell you what’s wrong and how to fix it. Step 3: Resolve Any Issuesīefore you complete the import process, make sure there are no errors in your file. You’ll have to manually change this to “Yes” for inventory items. If you are tracking inventory, it’s important to know that QuickBooks Pro automatically puts “No” in the Tracked Inventory Excel column. You can save the following customer information in QuickBooks: You’ll also find an example of how to format each cell above the column headings. If you hover over a cell, QuickBooks Pro will give you instructions on what type of information should be included there. Next, you’ll need to copy the data from your existing Excel file (ours is on the right) and paste it into the QuickBooks Excel template file (on the left). Simply click “yes” to continue importing your products. If this is your first import (or if you haven’t disabled this message), you’ll see a popup box warning that you can’t undo imported information. Note: If your Excel file is already formatted like QuickBooks Pro’s Customer Import template, skip this step and click the “Advanced Import” section on the right-hand side of the screen to complete your import. You should then be taken to a screen that looks like this: You’ll be taken to a screen that asks if you’re importing “Customers,” “Vendors,” or “Products I Sell.” Note: QuickBooks Pro recommends creating a backup company file before importing your items or products. To import your items, begin by going to File>Utilities>Import>Excel Files… We’ve broken the process down into 7 easy steps. If you’ve been following our QuickBooks Desktop Pro 101 Series, then importing your items is going to be a breeze. That’s why we’re going to teach you how to quickly and easily import your items into QuickBooks Pro. But you can’t start sending invoices for items until you have actual items to invoice. Products and services are the bread and butter of small businesses.
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