You can import Products/Services from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. 

Connect your QuickBooks Online to Excel Transactions App from QBO AppStore by clicking the "Get App Now" button

You can get the free trial of the product in the QBO AppStore. 


Basic Import Steps


Click on "Upload File" Menu and upload your file.

  1. Select your file and spreadsheet which has the Item/Product/Service that you want to import
  2. Select the QBO entity as Products/Services
  3. Set up the mapping of the columns in your Item/Product/Service import file to the corresponding fields in QuickBooks (Refer below Section)
  4. Click Import and your Item/Product/Service  will be directly added to your QuickBooks company




The important step in the import is to map your file headers to QuickBooks field in Step 3 of the import. Some key steps below:

  • You need to map your file headers to "Excel Transactions" fields.This mapping will enable us to import your transactions properly in to QuickBooks company.
  • In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QBO screen with your file headers.
  • Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.






Excel Transactions Fields


Field Name
Format
Description
Name
100 Characters
Name of the Item.
Type
Selected Values
Basic Type of this Item.
SKU
100 Characters
The stock keeping unit (SKU) for this Item.
Price / Rate
Decimal
Unit price of the Item.
Sales Description
4000 Characters
Description of the item.
Taxable
Boolean
Transactions for this item are taxable.
Purchase Description
1000 Characters
Purchase description for the item.
Cost
Decimal
Amount paid when buying the item.
Income Account
Characters
Reference to the posting Account name.
Expense Account
Characters
Reference to the expense account name used to pay the vendor for this item.
Parent Product / Service
Characters
The Parent of the item.
Inventory Asset Account
Characters
Inventory Asset account name that tracks the current value of the inventory.
Initial Quantity On Hand
Decimal
The quantity of the Inventory items available for sale.
As of Date
Date
Date when the inventory transaction started for the item.


FAQ's


Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:

  •  Will your application support Multi Line Transactions?

Yes. It will. More Info...

  • I made some mistakes in the mapping. Your application imported wrongly.So my QuickBooks file got corrupted. Is there any way to undo or revert?

Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...

  •  I want to import Invoices using SKU's. Is it supported?

Yes. It is. You need to enable couple of settings while importing. More Info...

  • I want to get an email for each upload. Is it possible?

Yes. It is. You need to enable couple of settings while importing. More Info...

  • Does your app support taxes?

Yes. It does. Tax model.

  • I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?

Yes. It is. You need to enable couple of settings while importing. However. you can control this behavior. More Info...

  • My file has some specific date format. I don't want to change the file. Will your product support all date formats?

Yes. You can select the specific date format as per your requirement. More Info...

  • Do you have any sample templates?

Yes. We do have. Sample template for Imports.

  • What are the file types supported by your application?

txt, csv, xls, xlsx files


Possible Failures & Troubleshooting Tips


Image result for errorInvalid enumeration for one of these column(s):Type

Please update the Type field with any of the following values: Service, Inventory, Non-Inventory


Image result for errorInvalid account type: For an inventory product, the expense account must have Account Type: 'Cost of Goods Sold' and Detail Type: 'Supplies'

Please update the valid "Expense Account"


Image result for errorThe name supplied already exists: Another product or service is already using this name. Please use a different name.

This Product / Service is already available in QBO with given "Name". If you want to continue with same product, please change the "Name".

This error may appear if you have tried to upload parent product & sub-product in same file. Please continue the upload with the error, Sub-products will be created automatically.


Image result for errorInitial quantity on hand for an inventory item is required.

Please provide proper value for "Initial Quantity On Hand" Field.


Image result for errorBusiness Validation Error: As of date for initial quantity on hand is required.

Please provide proper value for "As Of Date" Field.


Image result for errorAn inventory asset account is required if you are tracking inventory quantities for this product.

Please provide valid "Inventory Account" details.


Image result for errorNo matching reference found for this product/service.

Please provide the valid Product / Service detail in the Parent Product/Service Field.

This error may appear if you have tried to upload parent product & sub-product in same file. Please continue the upload with the error, Sub-products will be created automatically.