Financial Exchange: Review Imported Items

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QuickBooks Desktop items of the following types can be imported and are assigned the Point of Sale item types shown below.

QuickBooks Desktop Item Type | Point of Sale Item Type
Inventory Part | Inventory
Non-Inventory Part | Non-Inventory
Other Charge | Non-Inventory
Service | Service
Assembly | Assembly (Pro)
Group | Group (Pro)

Imported items should be reviewed and edited as needed to take advantage of Point of Sale inventory features. Pay particular attention to reviewing the following fields in the imported item records:

QBPOS Field | Description
Item Type | Review item types to ensure your items are properly categorized.
Department | All imported items are assigned to the default department QuickBooks Desktop Financial Software. See the discussion about departments and edit them as needed to improve reporting by department.
Attribute | Use this field to describe your items by color, a second size, a pattern, or any other product trait. This field name can be customized.
Size | Use this field to enter item size to facilitate purchasing and reporting. This field name can be customized and used for product attributes other than size.
Price Levels | The item price from QuickBooks Desktop is placed in the Regular Price field for imported items. Prices at other price levels, if used, are not calculated for imported items. Manually assign prices or markdown percentages for each price level on the item record, as desired.
UPC Codes | Scan or enter UPC codes, as applicable, if you want to list items on receipts by scanning vendor-printed tags.
QuickBooks Desktop Information | Review and edit the QuickBooks Desktop item accounts (COGS, Income, and Inventory Asset) used when posting item sales to QuickBooks Desktop.
Custom Fields (Pro) Style Definitions (Pro) | Data from custom fields is exchanged, providing the fields are named exactly the same in both programs. To use the style features, inventory items grouped into a style must be modified so that all members of a particular style have identical Department and Item Name fields.
Other Item Fields | Review and edit other Point of Sale item fields to take advantage of features important to your business.

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Related Topics

Inventory overview

Review your Point of Sale setup for Financial Exchange