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How to Import Item Inventory Assemblies into QuickBooks Desktop?

Import Inventory into QuickBooks Desktop

Import Item Assemblies from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.

SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.

You can download the free trial of the software directly from the SaasAnt Website. Follow this article for detailed installation instruction.

Steps to Import Inventory into QuickBooks

Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Just follow a simple 3 step process to bulk import your Inventory to QuickBooks.

Click the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard (Step 1).

  • Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Assembly Items". "Select Your File" - You can either click "Browse File" to browse and select the file from the local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local.
  • Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file.
  • Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

More detailed instructions on the steps are available in this article.

Import Inventory into QuickBooks Desktop

Mapping QuickBooks Fields

Field NameFormatDescription
Assembly NameText (Max Length: 31 Characters)Name of the inventory item. Name must be unique, unless it is the Name of a hierarchical list object.
CostDecimalAmount that the QuickBooks user expects to pay when ordering or buying this item, or the amount that was paid for this item
Manufacturer's Part NumberText (Max Length: 31 Characters)The part number used by the manufacturer of the item.
COGS AccountReference Text (Max Length: 31 Characters)Refers to the account that QuickBooks uses to track the original cost of goods that are eventually sold.
DescriptionText (Max Length: 4095 Characters)Description used on Line Description for Purchase Transactions
Purchase DescriptionText (Max Length: 4095 Characters)Description used on Line Description for Sales Transactions
Sales PriceDecimalPrice charged for this item
Tax CodeReference Text
Income AccountReference Text (Max Length: 31 Characters)Income account corresponding to this assembly
Asset AccountReference Text (Max Length: 31 Characters)Refers to the account QuickBooks uses to track the current value of the company's inventory
Min Build PointDecimalBuild notification point
Max Build PointDecimal
On HandDecimalThe number of these items in inventory
Total ValueDecimalTotal value of this inventory. If Total Value is included, On Hand must also be included and must be greater than zero. If both On Hand and Cost are included, then Total Value will be set to On Hand times Cost, regardless of what Total Value is explicitly set to.
Total Value As Of DateDate
Assembly Line ItemReference Text (Max Length: 31 Characters)Item reference from below options.
Item Look up Strategies with Import Settings- Full Name, Custom Field, Look up
Assembly Line Item QuantityDecimalQuantity associated with the Assembly Line Item
Bar Code ValueText
Preferred VendorReference Text (Max Length: 31 Characters)


All (*) marked fields are mandatory. 

Import Settings

A host of powerful customizations for your file data is available with Import Settings. This is available in Step 3: Review & Import screen or directly under the "Edit" menu in the menubar. Some of the very useful settings for lists include:

  • Action When a Matched List Found: If an existing list entity is found with the given name then the corresponding action to be taken. You can choose to Show Warning/ Update existing transactions in your QuickBooks.
  • Pre-Import Validation: Validate the complete file before importing it to QuickBooks. By turning this setting ON, file rows will be imported only after cleaning up all the issues in the file. This option however will delay the import.

More details about the settings related to managing list import are available in this article.


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 Imports for including multiple assembly items?

            Yes. It will.

  • I made some mistakes in the Import and my QuickBooks reports got corrupted. Is there any way to undo or revert my Import?

            It is possible to undo the import completely/ partially with the Delete feature.

  • 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 in the import settings.

  • Do you have any sample templates?

            Yes. We do have. Sample Template

  • What are the file types supported by your application?

            TXT, CSV, XLS, XLSX etc. Supported File Formats 

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