You can import product or services data to easily add information about multiple products or services in a single operation.
You can import product or services information from QuickBooks (PC or Online) or Peachtree by saving data from either of those programs in Excel format, or you can create a generic spreadsheet in Excel, enter product or services data into the spreadsheet, and import the information.
The generic Excel spreadsheet contains the following columns, indicating the information imported for each product or service:
§ Item Code: Provides an identifying code for the item. This is imported as the Product Code. Ensure that the item codes you use have the same format as the Product Codes of any existing products or services you have defined.
The Item Code is required to import the product information. If the Item Code is missing, information about the product or service is not imported.
§ Description: Provides a brief description of the item.
§ Default Quantity: Specifies the standard quantity to include on customer invoices when this item is selected. For example, if an item is only sold in sets of 5, enter 5 in the Default Quantity column.
§ Unit Price: Indicates the default amount to charge for the item or service. If you specify a Default Quantity greater than 1, the unit price applies to the total, not each individual item.
§ Taxable: Indicates whether sales tax for this item is to be computed on customer invoices. True indicates the item is taxable, False indicates that sales tax should not be computed.
§ Account: Identifies the revenue account to credit when the product or service is sold.
§ Is Inventory: Indicates whether the item is tracked as inventory. True indicates that the product is an inventory item, False indicates that it is not tracked for inventory purposes.
To import product or services information:
1. Prepare the source file.
If you are importing product and services information from QuickBooks or Peachtree, log into the application from which you are importing and prepare the file to import:
§ From QuickBooks, export the Item Price List report to an Excel spreadsheet.
§ From Peachtree, export the Inventory Item List to Excel.
If you are preparing a generic Excel spreadsheet to fill out, perform the following steps:
a. Select Products/Services from the Sales menu to open the Set Up Products screen, then click List to open the Product List screen.
b. Click the Excel button and click Open when prompted to open or save the pre-formatted Excel spreadsheet.
Note: Do not change any column headings.
c. Enter product or services information in the columns of the spreadsheet and save the spreadsheet as an Excel workbook.
Important! Ensure that you enter a product code in the Item Code column. If the product code is missing from the spreadsheet, the product record is not imported.
2. Select Products/Services from the Sales menu to return to the Set Up Products screen.
3. Click Import and select the type of source file you prepared from the drop-down list.
You can select QuickBooks, Peachtree, or Generic Excel.
The Import Products dialog appears.
4. Click Browse, navigate to the source Excel file you saved, and double-click it to select it in the Import Products dialog.
Alternatively, click and drag the Excel spreadsheet from your file explorer and drop it into the Import Products dialog.
5. Click OK to begin the import operation.
You are prompted when the import operation finishes successfully.
6. Click List in the Set Up Products screen to open the Product List and review the imported products or services information.
If necessary, you can click the entry in the Product Code column to open any product or service in the Set Up Products page and edit or delete the imported information.
For example, you can delete duplicated items, or edit a product record to add inventory information, correct a description, or make an item inactive.