Import QuickBooks Desktop Items

Overview | Customize Financial Exchange | FAQs

(Pro) This option is available at Headquarters only.

You may have existing items in QuickBooks Desktop that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks Desktop items is optional. After importing, inventory items are not routinely exchanged between the two programs. The imported items should be tracked only in Point of Sale after import.

After the two programs are integrated, you will be prompted to import your QuickBooks Desktop items each time you open your item list in Point of Sale until you elect to import or indicate that you do not want to import. Choose A sk Me again Later if you plan to import, but are not ready to do at this time.

To manually initiate an import of your QuickBooks Desktop items:

1. Make sure your QuickBooks Desktop financial software is running and in single-user mode.

2. Select I mport QuickBooks Desktop Items from the Financial menu or from the Advanced Options page of the Financial Center.

More Information about Importing QuickBooks Items

What are the benefits of importing my QuickBooks Desktop Items?

Are there reasons I may not want to import my QuickBooks Desktop Items?

Can I import QuickBooks Desktop items later?

Can I import some items and not others?

Can I control how my imported inventory items are described in Point of Sale?

Notes:

- Importing of items from QuickBooks Desktop can be done multiple times. This can be helpful if you import only selected items the first time and later want to import the others, want to import from multiple QuickBooks Desktop company files, or have added new items to QuickBooks Desktop after the initial import. Be careful not to import the same items a second time or duplicate item records will be created in Point of Sale.

- Once imported, the imported items should no longer be tracked in QuickBooks Desktop. It is strongly recommended that all purchasing, receiving, and selling of these items be done in Point of Sale only.

- The on-hand quantity of imported items is set to zero (0) in QuickBooks Desktop and a compensating General Journal transaction is created to debit the Inventory Asset account. On the Point of Sale side, inventory adjustment memos are created to record the addition of the items to inventory. The memos are sent to QuickBooks Desktop, balancing against the General Journal transaction so that no net change in inventory value occurs.

- Imported items should be reviewed and edited to take advantage of the inventory tracking and control features in Point of Sale.

- If you have existing items (and customers and vendors) in an application other than QuickBooks Desktop financial software, you may be able to import this data using the Data Import Wizard.

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