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.
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