Apple Mac2014 - Importing Items in Batches

QuickBooks for Mac 2014 User’s Guide 69
Importing items in batches
Got spreadsheets full of inventory items, service items, or non-inventory part items? You can import them directly
into QuickBooks, along with all the info you've got about them.
You can watch a video to see how to import items from a spreadsheet:
http://www.qblittlesquare.com/2012/09/importing-items/
Before you import your items...
Hang on a sec—Importing your item spreadsheets into QuickBooks isn't quite as simple as just copying the
contents of your current spreadsheet, going into QuickBooks, and hitting Paste.
You'll be much, much happier if you take a few minutes to prep both your spreadsheet and your QuickBooks
company file.
1 Follow Steps 1-3 in the To import items procedure down below this section.
2 Take a look at the columns on the QuickBooks spreadsheet. Compare them to your item spreadsheet.
3 Make changes to your spreadsheet if you need to, to make it fit better with the QuickBooks columns.
4 Back in QuickBooks, set up Income Accounts that make sense to your business. If you'll be tracking
inventory in QuickBooks, set up COGS Accounts and Asset Accounts too. (We can help you decipher
COGS and other account types if you're new to serious bookkeeping.)
To import items:
1 Go to File > Import > From Multiple. The Add Contacts, Products, and Services window appears.
2 Click the Add Now button on the Add the Products and Services You Sell side (on the right) of the
window. The Copy and Paste spreadsheet appears.
3 Choose the kind of item you're going to copy into QuickBooks:
! Service Items
! Non-Inventory Items
! Inventory Items.
Tip: If you've chosen Inventory Items, there are lots more columns in the spreadsheet. Drag the
window to the right to make it wider. If you're working on a laptop or narrow monitor, the whole
spreadsheet may not fit on your screen--use the scroll bar under the columns to navigate.
4 Open your item spreadsheet. Copy the Item Name/Number column (or whatever you call it).
5 Go back to QuickBooks. Double-click the first cell of the Item Name/Number column--a white field
appears.