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Set up your Excel or CSV file to import item data

Preparing your Excel or CSV file for import into QuickBooks

Use the list below when you prepare your file for importing Item data into QuickBooks. For the data contained in the rows below the column headers, follow the guidelines in the table when preparing or entering the data. The NAME, TYPE, and ACCOUNT columns are required.

  • TYPE (REQUIRED): Enter a QuickBooks item type. What item type should I import?

  • NAME (REQUIRED): Enter the name of the item. Note: If you're importing a child (or sub) entry for a parent (or main) entry, the parent entry must already exist in order for the child entry to be imported correctly.

  • REIMBURSABLE CHARGE: Enter Yes or No. Note: If the charge is for services performed by someone else, the item type should be Service Item. If the charge is for a reimbursable expense, the item type should be Other charge

  • DESCRIPTION: Enter the description of the item.

  • TAX CODE: Enter a three-character tax code. To view your tax codes, go to the Lists menu and click Sales Tax Code List.

  • ACCOUNT (REQUIRED): Enter an Account name.

  • EXPENSE/COGS Account: Enter an expense account name from your chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts.

  • ASSET ACCOUNT: Enter an asset account name from your chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts.

  • DEPOSIT TO (ACCOUNT): Enter a bank account name from your chart of accounts. To view the Chart of Accounts, go to the Lists menu and click Chart of Accounts.

  • DESCRIPTION ON PURCHASE TRANSACTIONS: Enter a text description.

  • ON HAND: Enter an amount.

  • U/M: Use only if unit of measure is set to Single U/M Per Item mode. Enter the unit of measure name and abbreviation in the format name(abbreviation).

  • U/M Set: Use only if unit of measure is set to Multiple U/M Per Item mode. Enter the unit of measure set name.

  • COST: Enter an amount.

  • PREFERRED VENDOR: Enter a vendor's name.

  • TAX AGENCY: Enter the name of a tax agency from the Vendors list. To view it, click the Vendors icon.

  • PRICE/AMOUNT or %/RATE: Enter a price or rate. Keep in mind that you can't use percentages when setting a price for inventory items or items whose expense will be passed on to the customer. In those cases, use a dollar amount.

  • ITEM IS INACTIVE: Enter Yes or No, Active, or Not-Active.

  • REORDER POINT: When your inventory item reaches this number, QuickBooks reminds you to reorder the item.

  • TOTAL VALUE: (For inventory items only) Enter the total value for this item, which is the item cost multiplied by the number of items on hand.

  • AS OF (DATE): Enter a date.

  • PAYMENT METHOD: Enter a QuickBooks payment method.

See also

KB ID# H_EXCEL_ITEM_REQUIRED_FIELDS
12/7/2016 6:06:23 PM
QYPPRDQBKSWS09 9138 Pro 2017 4f28ce