qb pos import template

38
You do not need to complete all three sheets to enable data import. As an example, you can input inf only, or for both customers and vendors, or for customers, vendors, and inventory. If you want to define a particular data item, be sure to fill in the required field(s) highlighted in bright g an example, the customer’s last name or company is required to define a customer. Data Import Template, QuickBooks Point of Sale - Instructions The Data Import Template is a workbook that allows you to identify customer, vendor, and inventory data that you of Sale. Once you identify the information you want transferred using the Data Import Template and save the tem Data Import Tool to initiate the actual data transfer into QuickBooks Point of Sale (see the "Import Data" step in th The Data Import Template includes three sheets for data identification: one for customer data, one for vendor dat sheet, there are column headers that correspond to specific data fields in QuickBooks Point of Sale. If you want t would locate the sheet with the “customer” tab in this workbook and then paste information in the appropriate colu “John” in the “First Name” column, primary phone number in the “Phone1” column, etc. After you identify and sav Import Tool will use the template to import data into QuickBooks Point of Sale. General guidelines on using this workbook: If you leave a required field blank, the Data Import Tool will not create a corresponding item in Quick import any information associated with the item. If you leave a non-required field blank, the Data Import tool will import the item but may make assum particular item. For example, if you enter “Smith” for a customer’s last name but leave the “Accept Ch tool will assume “yes”, that you do accept checks from Smith. You can learn more about the specific tool applies for blanks by reading the comments for each column (see below to locate comments). Each column header on the customer, vendor, and data inventory sheets includes detailed explanati Place your cursor over the column header cell to view these comments. Comments help explain the t desired, clarify what happens if you leave a field blank, and define constraints such as the number of transferred in this field.

Upload: fmunoz86

Post on 05-Apr-2018

220 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 1/38

You do not need to complete all three sheets to enable data import. As an example, you can input inf

only, or for both customers and vendors, or for customers, vendors, and inventory.

If you want to define a particular data item, be sure to fill in the required field(s) highlighted in bright g

an example, the customer’s last name or company is required to define a customer.

Data Import Template, QuickBooks Point of Sale - Instructions

The Data Import Template is a workbook that allows you to identify customer, vendor, and inventory data that youof Sale. Once you identify the information you want transferred using the Data Import Template and save the tem

Data Import Tool to initiate the actual data transfer into QuickBooks Point of Sale (see the "Import Data" step in th

The Data Import Template includes three sheets for data identification: one for customer data, one for vendor dat

sheet, there are column headers that correspond to specific data fields in QuickBooks Point of Sale. If you want t

would locate the sheet with the “customer” tab in this workbook and then paste information in the appropriate colu

“John” in the “First Name” column, primary phone number in the “Phone1” column, etc. After you identify and sav

Import Tool will use the template to import data into QuickBooks Point of Sale.

General guidelines on using this workbook: 

If you leave a required field blank, the Data Import Tool will not create a corresponding item in Quick

import any information associated with the item.

If you leave a non-required field blank, the Data Import tool will import the item but may make assum

particular item. For example, if you enter “Smith” for a customer’s last name but leave the “Accept Ch

tool will assume “yes”, that you do accept checks from Smith. You can learn more about the specific

tool applies for blanks by reading the comments for each column (see below to locate comments).

Each column header on the customer, vendor, and data inventory sheets includes detailed explanati

Place your cursor over the column header cell to view these comments. Comments help explain the t

desired, clarify what happens if you leave a field blank, and define constraints such as the number of

transferred in this field.

Page 2: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 2/38

ormation for customers

reen. For customers, as

would like to import into QuickBooks Pointlate to your desktop, you can then use the

e Data Import Tool for more information).

, and one for inventory data. Within each

import customer data, for example, you

mns: “Smith” in the “Last Name” column,

data in the Data Import Template, the Data

ooks Point of Sale or

tions about that

ecks?” field blank, the

ssumptions that the

n in a comment box.

ype of information

characters that can be

Page 3: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 3/38

Data Import Template, QuickBooks Point of Sale - Customers

Acme, Inc. Oliveri Tom Mr. 7762 N. Littener Bayshore CA 94326

Company Last Name First Name Title Street City State ZIP

<Add your data here>

Sample:

Load the customer information you want to import into the appropriate columns below. Once finished, consult the Data Import Tool for guidance on how to initi

Comments: Place your cursor over column header cells to view comments explaining the type of information desired, what happens if you leave a field blank,such as the number of characters that field can hold.

Page 4: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 4/38

415 777 6837 415 555-9602 [email protected] Cindy Oliveri 415 555-1212 Wholesale

Phone 1 Phone 2 EMail Alt Contact Alt Phone Customer Type Custom Field 1 Custom Field 2

te data import.

and constraints

Page 5: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 5/38

Yes

Custom Field 3 Custom Field 4 Custom Field 5 Custom Field 6 Custom Field 7 Use With QB (Yes/No)

Page 6: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 6/38

No 12/11/2004

Accept Checks (Yes/No) Use Charge Account (Yes/No) Tax-exempt Disc % Last Sale

Page 7: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 7/38

Residential John Smith

Rewards Member (Yes/No) Customer Reward ID Notes Ship Addr Name 1 Ship Full Name 1 Ship Company 1

Page 8: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 8/38

7762 N. Littener Bayshore CA 94326 Work Address John Smith

Ship Street 1 Ship City 1 Ship State 1 Ship ZIP 1 Ship Addr Name 2 Ship Full Name 2 Ship Company 2

Page 9: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 9/38

7762 N. Littener Bayshore CA 94326 Residential John Smith 7762 N. Littener

Ship Street 2 Ship City 2 Ship State 2 Ship ZIP 2 Ship Addr Name 3 Ship Full Name 3 Ship Company 3 Ship Street 3

Page 10: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 10/38

Bayshore CA 94326 Residential John Smith 7762 N. Littener Bayshore CA

Ship City 3 Ship State 3 Ship ZIP 3 Ship Addr Name 4 Ship Full Name 4 Ship Company 4 Ship Street 4 Ship City 4 Ship State 4

Page 11: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 11/38

94326 Residential John Smith 7762 N. Littener Bayshore CA 94326

Ship ZIP 4 Ship Addr Name 5 Ship Full Name 5 Ship Company 5 Ship Street 5 Ship City 5 Ship State 5 Ship ZIP 5

Page 12: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 12/38

Residential John Smith 7762 N. Littener Bayshore CA 94326 Residential

Ship Addr Name 6 Ship Full Name 6 Ship Company 6 Ship Street 6 Ship City 6 Ship State 6 Ship ZIP 6 Ship Addr Name 7

Page 13: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 13/38

John Smith 7762 N. Littener Bayshore CA 94326 Residential John Smith

Ship Full Name 7 Ship Company 7 Ship Street 7 Ship City 7 Ship State 7 Ship ZIP 7 Ship Addr Name 8 Ship Full Name 8

Page 14: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 14/38

Page 15: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 15/38

7762 N. Littener Bayshore CA 94326 Residential John Smith 7762 N. Littener

Ship Street 9 Ship City 9 Ship State 9 Ship ZIP 9 Ship Addr Name 10 Ship Full Name 10 Ship Company 10 Ship Street 10

Page 16: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 16/38

Bayshore CA 94326

Ship City 10 Ship State 10 Ship ZIP 10

Page 17: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 17/38

Data Import Template, QuickBooks Point of Sale - Vendors

Sal's Wholesale, Inc. Hunter Scott Mr. 6545 Main St. Manzanita NY 11235

Company Last Name First Name Title Street City State ZIP

<Add your data here>

Sample:

Load the vendor information you want to import into the appropriate columns below. Once finished, consult the Data Import Tool for guidance on how to initiate

Comments: Place your cursor over column header cells to view comments explaining the type of information desired, what happens if you leave a field blank,

such as the number of characters that field can hold.

Page 18: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 18/38

555-9678-212 Tom Spahn 555-1212-212 SWH 131-G464-6 30

Phone 1 Phone 2 Alt Contact Alt Phone Vendor Code Vendor Account Number Default Bill Due Days

 

data import.

nd constraints

Page 19: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 19/38

10 5.00 [email protected]

Default Bill Discount Days Default Bill Discount % EMail Website Custom Field 1 Custom Field 2 Custom Field 3

 

Page 20: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 20/38

Custom Field 4 Custom Field 5 Custom Field 6 Custom Field 7 Notes

Page 21: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 21/38

Data Import Template, QuickBooks Point of Sale - Inventory

111 Softball Equipment: Baseball: Balls Softcore Incrediball

Item Number Item Name Department Name Department Code Item Description Brief Description

<Add your data here>

Load the inventory information you want to import into the appropriate columns below. Once finished, consult the Data Import Tool for guidance on h

Comments: Place your cursor over column header cells to view comments explaining the type of information desired, what happens if you leave a fie

hold.

Duplicates: An inventory item that duplicates the UPC or ALU of an already existing item can either be blocked from importing or update the approp

Sample:

Page 22: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 22/38

A129100 4" 4.95 5.00 Hit The Ball

Alternate Lookup Attribute Size Average Unit Cost Order Cost Vendor Name Vendor Code Regular Price

w to initiate data import.

ld blank, and constraints such as the number of characters that field can

riate item in the item list with any data for that record in the template.

Page 23: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 23/38

0567812349873 Inventory [Store

MSRP Custom Price 1 Custom Price 2 Custom Price 3 Custom Price 4 Tax Code UPC Item Type Qty 1

Page 24: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 24/38

uantities. Use "qty1" column only if single store]

Qty 2 Qty 3 Qty 4 Qty 5 Qty 6 Qty 7 Qty 8 Qty 9 Qty 10 Qty 11 Qty 12 Qty 13 Qty 14 Qty 15 Qty 16 Qty 17 Qty 18 Qty 19 Qty 20

Page 25: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 25/38

5

Custom Field 1 Custom Field 2 Custom Field 3 Custom Field 4 Custom Field 5 Company Reorder Point

Page 26: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 26/38

Reorder Point 1 Reorder Point 2 Reorder Point 3 Reorder Point 4 Reorder Point 5 Reorder Point 6 Reorder Point 7 Reorder Point 8

Page 27: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 27/38

Reorder Point 9 Reorder Point 10 Reorder Point 11 Reorder Point 12 Reorder Point 13 Reorder Point 14 Reorder Point 15

Page 28: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 28/38

Reorder Point 16 Reorder Point 17 Reorder Point 18 Reorder Point 19 Reorder Point 20 Base Unit of Measure Order By Unit

Page 29: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 29/38

Cost of Goods Sold Sales: Merchandise

Sell By Unit Print Tags Unorderable Serial Tracking Eligible for Commission COGS Account Income Account

Page 30: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 30/38

Inventory Asset

Asset Account Manufacturer Eligible for Rewards Weight Vendor Name 2 UPC 2 Alternate Lookup 2 Order Cost 2

Page 31: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 31/38

Vendor Name 3 UPC 3 Alternate Lookup 3 Order Cost 3 Vendor Name 4 UPC 4 Alternate Lookup 4 Order Cost 4

Page 32: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 32/38

Vendor Name 5 UPC 5 Alternate Lookup 5 Order Cost 5 Unit of Measure 1 # of Base Units for UOM 1 UPC for UOM 1

Page 33: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 33/38

Alternate Lookup for UOM 1 Regular Price for UOM 1 MSRP for UOM 1 Custom Price 1 for UOM 1 Custom Price 2 for UOM 1

Page 34: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 34/38

Custom Price 3 for UOM 1 Custom Price 4 for UOM 1 Unit of Measure 2 # of Base Units for UOM 2 UPC for UOM 2

Page 35: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 35/38

Alternate Lookup for UOM 2 Regular Price for UOM 2 MSRP for UOM 2 Custom Price 1 for UOM 2 Custom Price 2 for UOM 2

Page 36: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 36/38

Custom Price 3 for UOM 2 Custom Price 4 for UOM 2 Unit of Measure 3 # of Base Units for UOM 3 UPC for UOM 3

Page 37: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 37/38

Alternate Lookup for UOM 3 Regular Price for UOM 3 MSRP for UOM 3 Custom Price 1 for UOM 3 Custom Price 2 for UOM 3

Page 38: QB POS Import Template

7/31/2019 QB POS Import Template

http://slidepdf.com/reader/full/qb-pos-import-template 38/38

Custom Price 3 for UOM 3 Custom Price 4 for UOM 3