QuickBooks
Point of Sale is an accounting software program that manages the complete
activity of all business accounting needs by creating reports about sales,
inventory trends, and clients. As similar to Microsoft Excel QuickBooks aims to
replace the financial maintenance register. If you have already stored
inventory or client information with the use of Excel and want to import that
data in QuickBooks software, then you easily get it done with the help of live point of sale support for
QuickBooks. You
also have another option of transferring Excel file into QuickBooks POS and
this option of solution is shown below in this article. You can also read about
how to repair QuickBooks point of
sale financial exchange
You just
need to go through the steps shown below:
1.
First,
you need to go to the QuickBooks menu bar and click on “File”.
2.
Now,
from the drop down menu click on “Utilities”.
3.
Now,
to launch the Data Import Wizard, click on “Import” and, then click on “next”.
4.
Now click on the option that matches with the
type of data present in your Excel spreadsheet. Here, you have three choices as
“Inventory items”, “customers”, and “vendors”. If your excel spreadsheet tracks
inventory then you can choose “inventory items”. Likewise you can select other
choices as your Excel spreadsheet and click on “Next”.
5.
Now
click on the option button labeled as “Custom File”. This option enhances your
flexibility while translating headers of the spreadsheet to QuickBooks
fields.
6.
Now,
click on “Next”.
7.
Now,
click on “Browse”. Navigate and select your needed Excel workbook.
8.
Now,
click on the labeled drop-down box as “Data is on sheet” and, then choose the
sheet that you want to import.
9.
Here,
go to the box labeled as” choose file mapping” and select “<Add New>”.
This will make you to open the dialog box of Mappings where you will get
potential fields lists for spreadsheets of QuickBooks. Now, you will be asked
to choose the needed fields from the Excel spreadsheets.
10. Now, click on the drop-down boxes
of Import Data to select the fields from the Excel spreadsheets.
11. Now, click on “Save” and, then
“Import”. You can also have professional technical support
phone number for QuickBooks accounting software to get all these steps to be done in a perfect way.
With all
these steps shown above, you can easily import an Excel file to QuickBooks POS
and could have the accurate management of complete business with no error. Read
article about how to add a new inventory item in QuickBooks point of sale https://quickbookstechnicalhelp.quora.com/QuickBooks-Point-Of-Sale-Add-A-New-Inventory-Item
No comments:
Post a Comment