How to Import Item/Product/Service List into QuickBooks Online (U.S)?

Support Team

Modified on: Sun, 1 Sep, 2024 at 7:32 AM

You can import Item/Product/Service list from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre Requisites:

Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].

Importing Products/Services into QuickBooks Online:

To import bulk/batch products and services into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below

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

Step 1: Select your file and spreadsheet which has the Item/Product/Service list that you want to import.

Step 2: Select the QuickBooks entity as Products/ Services.

Step 3: Set up the mapping of the columns in your Item/Product/Service list import file to the corresponding fields in QuickBooks (Refer below Section).

Step 4: Click Import and your Item/Product/Service list will be directly added to your QuickBooks company.

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

You need to map your file headers to "SaasAnt Transactions (Online)" 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 QuickBooks 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 [email protected].

Import Product List into QuickBooks Online

Import Product/Service into QuickBooks Online

How to Import Item/Product/Service List into QuickBooks Online (New User Interface 2.0)

1) Login into SaasAnt Transaction Online

2) Select the New Import Tab.

3) Select Transaction, List, or Attachment to upload your file into QuickBooks.

4) Select the QuickBooks entity as "Product/Services".

5) Select the files you want to upload.

6) Set up the Mapping of the columns in your Product/Services.

7) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.

8) Select the "Save and Continue" button to view the mapped Excel data according to the QuickBooks file headers.

9) Select the Upload tab

10) The data was imported successfully into Quickbooks.

Let’s have a look at the SaasAnt Transactions Online Fields.

SaasAnt Transactions (Online) 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.

Possible Failures & Troubleshooting Tips

Invalid enumeration for one of these column(s):Type

Please update the Type field with any of the following values:

Service, Inventory, NonInventory

Invalid 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"

The 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 QuickBooks 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.

Initial quantity on hand for an inventory item is required.

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

Business Validation Error: As of date for initial quantity on hand is required.

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

An inventory asset account is required if you are tracking inventory quantities for this product.

Please provide valid "Inventory Account" details.

No matching reference found for this product/service.

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