QuickBooks POS: Import Departments

 

Today we are going to talk about importing departments into your QuickBooks point of sale.

Let’s begin:

1. First, you need to set up the department you want to import. Use Excel in doing the set up.
   
   1. This is an example of the departments that we will import in our point of sale.
2. This is our current department in our Department list in point of sale.
   
3. Now, let’s begin importing the departments in excel to our point of sale.
   1. On your “File” menu go to “Utilities” then select “Import”.
   2. On your Data Import Wizard select “Next”.
   3. Choose “Inventory Items”, then select “Next”.
      
   4. Choose “Custom File”, then select “Next”.
      
   5. Browse the document where you save your file.
      
      1. On the same screen, select “Manage Mappings”. This is very important so that the information of every department will fall into the right place in your point of sale.
         
      2. On your mapping screen make sure to fill in the blank with the right column name in your Excel.
         
         1. *Item Name – Item
         2. Department Name – Department
         3. Department Code – DepCode
         4. Regular Price – Price
      3. This will help your point of sale to easily designates your departments information when you import them.
   6. After your done browsing your file and managing your mappings, select “Next”.
   7. Since we just create a simple department to import, we will just choose here “Item Name + Attr + Size + Department” (but what we usually use in importing to determine if a record already exists it’s the UPC and ALU). Select “Next”.
      
   8. Select “Import”.
      
      1. Since this is just an example of importing, we didn’t mark the “Backup the company file before importing”.
   9. Import is complete, select “Close”.
      
   10. You have now successfully imported the 3 departments in your Excel to your point of sale.