QuickBooks POS: Mass Update Inventory Item Information

QuickBooks POS: Mass Update Inventory Item Information

Let’s quickly run through how we can mass update numerous inventory items.

*Requirement: Microsoft Office Excel*

So what we’re going to do is to just choose the information that you want to change and then re-import and update your items on just the information you want to change.

1. Click on “File” → then “Utilities” → then “Export”

1. On the Export window choose “Inventory Items” → then click “Next”.

1. Next click on “Browse” → then click “Next” and create a name for the export file.

1. Select “Sheet 1” for “Write records to (sheet):” and “1” for “Begin exporting data row:” → then select “” for the export template.

1. On this window, you’re going to name the mapping (for this guide e.g. size cost weight). Click “Unselect All” and select the fields to be exported → then click “Save”. (Note: Always include “Item Number” and “Item Name” fields)

1. After that click “Next” → then click “Export”

1. On this sample exported excel file, we want to add the cost value for the “Order Cost” field for the Item “Slim Suchandsuch Jacket” so let’s put “17” for the cost value for an example.

1. When done updating the fields save the excel file and go back to Point of Sale Application. Go to “File” → then “Utilities” → then “Import”.

1. Click on “Next. Then on this window, select “Inventory Item” and click “Next”. On the second window, select “Custom File” and click “Next”. Select the updated exported excel file

1. After selecting the excel file, you will have this window. Select “Sheet1” for the “Data is on sheet:” and “2” for the “Data starts on row:” (Since Row “1” is for the Column Headers). Now select “” to create a new mapping for the selected excel to be imported. Then select “Manage Mappings”.

1. Name the mapping. For this guide let’s use “size cost weight” as we did on the previous step. Then select the fields we selected on the previous step (step 5). Let’s include “Order Cost” since that was our example on how to update the inventory item information. Click on “Save” and then “Next”.
   *Note: “Click on Show all available fields” to show all fields*

1. On this window, it is important to select “Item #” since it is a unique identifier. For the duplicate records being detected selection, we choose “Replace existing data with import data, ignoring blank fields”. This is to replace only the data needed to be updated. But for special cases, like if you want to move a data from one field to the other field you can select “Replace existing data with import data, including blank fields”. Then click “Next”.

1. If no errors found, click on “Import”. (Back up is Optional)

1. After clicking “Import”, you can now check if the Inventory Item is updated. We can see that the “Order Cost” has a “$17” value from the example that we used on the previous step.

Original Article: https://blackrockbusiness.com/quickbooks-pos-mass-update-inventory-item-information/?feed_id=5459&_unique_id=635a927d2f166