Why would I import only selected items?

Financial Exchange Overview | Customize Financial Exchange | FAQs  

All of your QuickBooks inventory items will be imported unless you choose to import only selected items. You will not be able to order, receive, or sell non-imported items in Point of Sale (unless you enter them manually).

Most users will want to import all their existing items. However, there may be good reasons to import only selected items:

• You may have items in QuickBooks that you do not resell. For example, shopping bags or cleaning supplies. You may want these items defined in QuickBooks financial software to accurately keep track of supply costs, but since it does not affect point-of-sale activities, there is no reason for the item to be in Point of Sale. You could choose not to import the item, and instead track it in QuickBooks financial software.

• You may have a large number of outdated items which you no longer use in QuickBooks financial software. Rather than delete such items or make them inactive in the financial software, you may prefer not to import them. This way, you still have an active record of these items in your financial software in case you need them in the future.

Note:

• If you choose to "divide" your inventory, meaning you track certain items in your financial software and others in Point of Sale, you will only be able to conduct activities regarding a particular item in the program that tracks it. For instance, you cannot track item quantities in QuickBooks financial software, but order it on a purchase order in Point of Sale.