Services and products would be the bread and butter of small companies. However, you can’t start delivering invoices for products til you have actual products to invoice. That is why we’re likely to educate you the way to rapidly and simply import your products into QuickBooks Pro.
If you were following our QuickBooks Desktop Pro 101 Series, then importing your products will probably be very simple. Otherwise, take it easy.
We’ve damaged the procedure lower into 7 simple steps.
Table of Contents
Import Your Products
To import your products, begin by visiting Find>Utilities>Import>Excel Files…
Note: QuickBooks Pro recommends creating a backup company file before importing your products or products.
Step One: Select “Products I Sell”
You’ll automatically get to screen that asks if you are importing “Customers,” “Vendors,” or “Products I sell.”
Click “Products I Sell.”
Next automatically get to a screen that appears such as this:
Note: In case your Stand out file has already been formatted like QuickBooks Pro’s Customer Import template, skip this task and click on the “Advanced Import” section around the right-hands side from the screen to complete your import.
If this sounds like the first import (or you haven’t disabled this message), you will see a popup box warning that you simply can’t undo imported information. Take it easy. Just click “yes” to carry on importing your product or service.
Step Two: Copy & Paste Your Customer Data
Next, it’s important to copy the information out of your existing Stand out file (ours is around the right) and paste it in to the QuickBooks Stand out template file (around the left).
Should you hover more than a cell, QuickBooks Pro provides you with instructions on which kind of information ought to be incorporated there. You’ll also find a good example of how you can format each cell over the column headings.
It can save you the next customer information in QuickBooks:
- Product Name
- Sales Cost
- Manufacturing Part Number
- Tracked as Inventory
If you’re tracking inventory, it’s vital that you realize that QuickBooks Pro instantly puts “No” within the Tracked Inventory Stand out column. You’ll need to by hand change this to “Yes” for inventory products.
Step Three: Resolve Any Issues
Before you decide to complete the import process, make certain there aren’t any errors inside your file. If there’s a problem, QuickBooks Pro will place a message within the error box on top left-hands side from the file along with a red warning triangular on the problematic cell.
Even when there’s a mistake, QuickBooks will explain what’s wrong and the way to repair it.
Step Four: Click “Add my Data Now”
Once all your information is joined properly, click on the “Add My Data Now” Button.
Step Five: Save Changes
Because we haven’t saved the alterations we designed to our QuickBooks Stand out template, we’ll have to save them now. Click “Save & Add My Data Now.” (Should you click “I’ll Add My Data Later” you’ll lose how well you’re progressing.)
You will need in order to save the file on your pc.
Step Six: Choose the Appropriate File
Once you save the document, the saved document should instantly come in this area below. Otherwise, click “Browse” and choose the right file.
Step 7: Import Your File
Click on the blue “Add My Data Now” button at the base from the screen.
You should then automatically get to a screen that appears such as this:
Now your products happen to be effectively imported! You will see your item list to determine the proof on your own.
If you were following our QuickBooks Desktop Pro 101 series then you’ve already imported your contacts, vendors, and products, and that means you can proceed to the enjoyment stuff! Keep watching our QuickBooks Desktop Pro 101 Series for that latest installments.
For those who have any troubleshooting issues, take a look at the QuickBooks Community or call QuickBooks directly. For those who have any more questions, leave a remark below and we’ll do our very best that will help you.