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QuickBooks POS Import Items From QuickBooks Accounting
Importing QuickBooks Desktop Items
(Multi-Store) This option is available at Headquarters only.
You may have existing items in QuickBooks Accounting Desktop that you now want to track in QuickBooks Point of Sale. You can easily do QuickBooks Point of Sale Import Items at any time, making them available to list on QuickBooks 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 QuickBooks Point of Sale after import.
After the two programs are integrated, you will be prompted to import your QuickBooks Financial Desktop items each time you open your item list in QuickBooks Point of Sale until you elect to import or indicate that you do not want to import. Choose Ask 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 Financial Desktop items:
- Make sure your QuickBooks Desktop financial software is running and in single-user mode.
- Select Import QuickBooks Desktop Items from the Financial Center under the Advanced Options page.
More Information about QuickBooks POS Import Items From QuickBooks Accounting
- Are there reasons I may not want to import my QuickBooks Desktop Items?
Yes, if you want to keep them in QuickBooks Financial Desktop. - Can I import QuickBooks Desktop items later?
Yes, you can do it repeatedly for different items. - Can I import some items and not others?
Yes, you can choose which items to import. - Can I control how my imported inventory items are described in Point of Sale?
Yes, you can choose from three fields, to import. You can also export, update, and reimport from excel later.
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 QuickBooks 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 QuickBooks 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.
Thanks for coming along to learn about QuickBooks POS Import Items From QuickBooks Accounting.