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QuickBooks Point of Sale for Desktop: Import and Export Overview

When you want to do changes within your company file, import and export can be done  by the help of another application such as MS Excel. When transferring or updating a data file, you may need to follow templates and formats that are recognized by both applications to prevent errors.

Import data to Point of Sale

Important: Ensure to have a backup copy of your company file before following the import process.


Note: Import is often used to transfer files from MS excel to QuickBooks Point of Sale for Desktop. Follow the steps to import data to QuickBooks Point of Sale for Desktop.

Steps to import data:

Export data from Point of Sale

Important: Exporting data is often used to save a copy of your file in your computer using another recognized application and do changes especially when you need to create a new file, transfer information or upgrade. You may need to create a backup copy of the file before following the steps to export.

You can export one of the following lists from QuickBooks Point of Sale for Desktop to MS Excel:

  • Inventory Items
  • Customers
  • Vendors
  • Departments
  • Employees

Steps to export data:

  1. Open QuickBooks Point of Sale for Desktop, go to File > Utilities > Export.
  2. From the Data Export Wizard, select Inventory Items and click Next.
  3. Enter the needed data in the following fields: Select destination file ( location where file will be saved), Write records to (sheet): (worksheet data must be entered) and Begin exporting data to row ( row where data should be started)
  4. From the Choose export template, you may select the default inventory template or manually manage the mapping to match the details to be exported from QuickBooks Point of Sale for Desktop. Click Next
  5. Validate if the records ready for export is correct. Click Export.
  6. After it completes, check the export template and verify if there are any errors.
KB ID# HOW12794
10/28/2016 10:49:54 AM
QYPPRDQBKSWS08 9138 Pro 2017 b3165a