Contact QuickBooks Point of Sale Support for information on import/export data in QuickBooks Desktop Point of Sale

Stuck with the error of importing or exporting data in QuickBooks point of Sale? Need not to worry; QuickBooks point of Sale Support will give you a glimpse on importing or exporting data. Whenever you are making changes together at once you can import and export information in your file using MS Excel. This is a more well-organized way of updating your data rather than doing it manually in the software. In order to get success in importing or exporting, you must follow formats to stop errors when updating or transferring a data file.

Excel data format

If at all you want to import using excel with ease, take note of the following:

• There should be no hyphens in empty excel fields
• Delete empty rows and columns
• Remove hidden columns
• Don't use formulas, hyperlinks, and special characters i.e.: @,#,$,%,&,*
• Usage of “clear contents” instead of deleting information separately

Import data

Before you import data, follow the onscreen steps:

·         First step is to generate a backup copy of your file

·         Follow a quick scan of the entire worksheet before mapping.

·         Look for inconsistent data, strange data, etc.

o    Now, click on Open .csv spreadsheet in notepad to see discrepancies

o    Right click there and select Copy and then paste any file which is creating difficuly into a fresh worksheets using paste special > values

·         Break large lists into smaller worksheets

Step 1: Get your template

• Click on Close QuickBooks Desktop Point of Sale.
• Double-click on the Windows Logo button and choose File Explorer.
• Move in the left window to the specified location.
• To navigate, choose the arrow symbol next to each folder listed.
• Double-click on QuickBooks Point of Sale Import Template.xls 
• And choose Delete.
• Confirm the deletion.

Step 2: Set up and import data to Point of Sale

·         In QuickBooks Desktop Point of Sale, click on to File  and then select  Utilities

·         Click on Import.

·         In the Data Import Wizard, choose Next.

·         Choose the type of data to import and then click on Next.

·         Choose Default template on how you want to import the data and

·         Open the Import Template.

If you choose to have a dissimilar file template for import:

·         Click on Custom file and then click on Next.

·         Search your saved template.

·         Make sure to choose the correct worksheet tab and at what row the data is started.

·         To reconcile the columns from the import template to the Point of sale fields,

·         You may need to map the data manually.

·         Click on Choose File Mapping 

·         Select Add or Select Mapping 

·         And then click on Manage Mappings.

·         Once mapping is completed, click on Save.

·         Choose Next and follow the prompt to start the import.

·         Choose Next and follow the prompt.

·         After the import wizard checked the import file, click on Import.

·         Close  the wizard.

You can easily export the following lists from QuickBooks Desktop Point of Sale Support to Excel:

• Inventory Items
• Customers
• Vendors
• Departments
• Employees

How to Export data

• In QuickBooks Desktop Point of Sale, click on to File 
• Select Utilities 
• Click on Export.
• In the Data Export Wizard, click on Inventory Items then select Next.
• Type the needed data in the following fields:
• Select destination file - location where your file will be saved
• Write records to  -  where data must be entered in worksheet
• Begin exporting data to row - row where data should be started to export
• In the Choose export template, you may choose the default inventory template or manually you can manage the mapping to reconcile the details to be exported from QuickBooks Desktop Point of Sale.
• Click on Next.
• Validate if the records ready for export is correct, and then choose Export.

We will highly appreciate if you will contact us for any errors or issues; feel free to contact QuickBooks Point of sale support to get away with it. We will keep posting such informative posts so that anytime you can go through our blog at once. For any query drop us a mail at support@helpdeskaccounting.com.

Visit QuickBooks Point of Sale Support to know how to add Point of Sale ports to your Firewall

This is the common error which occurs at the time of store exchange in QuickBooks Point of Sale. Similarly, QuickBooks Point of Sale Support avails you with its complete guide on this topic.

Follow the on screen instructions to resolve this error:

Method 1: When Store Exchange password does not match with the password in preferences

• In the File menu, click on Preferences tab, then choose Company.
• In the Multi-Store dropdown menu, click on Store Exchange.
• Choose the Options tab.
• Click on Change Password.
• Generate identical passwords for all of your stores.
• Run for another cycle of exchanging store

Method 2: Other solutions to resolve store exchange errors

Type 1: Toggle the store exchange communication method

• In the File menu, click on Preferences, then choose Company.
• In the Multi-Store dropdown menu, click on Store Exchange.
• Choose Not Used for every store and click on Save.
• Again open the Company Preferences window.
• Re-enter the original company preference for each store's communication method and click on Save.
• Run another cycle of store exchange.

Type 2: Run the Clear Store Exchange stex tool

Make sure to do these steps in your headquarters store and in all your remote stores.

• Download the Clear Store Exchange stex tool.
• Unzip the file to your desktop.
• Right-click to run the file.
• Run other store exchange.

Type 3: Reset the password for all stores

Make sure to use the same password for all of your stores.

• In the File menu, click on Preferences, and then select Company.
• In the Multi-Store dropdown menu, click on Store Exchange.
• Choose the Options tab.
• Click on Change Password.
• Generate identical passwords for all stores.
• Run another store exchange.

For further assistance feel free to contact QuickBooks Point of Sale Support, our experts are always on their foot to acknowledge you with their solution to get away with this error. You can also leave us a mail at support@helpdeskaccounting.com