qb pos import template

7/31/2019 QB POS Import Template

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You do not need to complete all three sheets to enable data import. As an example, you can input inf

only, or for both customers and vendors, or for customers, vendors, and inventory.

If you want to define a particular data item, be sure to fill in the required field(s) highlighted in bright g

an example, the customer’s last name or company is required to define a customer.

Data Import Template, QuickBooks Point of Sale - Instructions

The Data Import Template is a workbook that allows you to identify customer, vendor, and inventory data that youof Sale. Once you identify the information you want transferred using the Data Import Template and save the tem

Data Import Tool to initiate the actual data transfer into QuickBooks Point of Sale (see the "Import Data" step in th

The Data Import Template includes three sheets for data identification: one for customer data, one for vendor dat

sheet, there are column headers that correspond to specific data fields in QuickBooks Point of Sale. If you want t

would locate the sheet with the “customer” tab in this workbook and then paste information in the appropriate colu

“John” in the “First Name” column, primary phone number in the “Phone1” column, etc. After you identify and sav

Import Tool will use the template to import data into QuickBooks Point of Sale.

General guidelines on using this workbook:

If you leave a required field blank, the Data Import Tool will not create a corresponding item in Quick

import any information associated with the item.

If you leave a non-required field blank, the Data Import tool will import the item but may make assum

particular item. For example, if you enter “Smith” for a customer’s last name but leave the “Accept Ch

tool will assume “yes”, that you do accept checks from Smith. You can learn more about the specific

tool applies for blanks by reading the comments for each column (see below to locate comments).

Each column header on the customer, vendor, and data inventory sheets includes detailed explanati

Place your cursor over the column header cell to view these comments. Comments help explain the t

desired, clarify what happens if you leave a field blank, and define constraints such as the number of

transferred in this field.

ormation for customers

reen. For customers, as

would like to import into QuickBooks Pointlate to your desktop, you can then use the

e Data Import Tool for more information).

, and one for inventory data. Within each

import customer data, for example, you

mns: “Smith” in the “Last Name” column,

data in the Data Import Template, the Data

ooks Point of Sale or

tions about that

ecks?” field blank, the

ssumptions that the

n in a comment box.

ype of information

characters that can be

Data Import Template, QuickBooks Point of Sale - Customers

Acme, Inc. Oliveri Tom Mr. 7762 N. Littener Bayshore CA 94326

Company Last Name First Name Title Street City State ZIP

Sample:

Load the customer information you want to import into the appropriate columns below. Once finished, consult the Data Import Tool for guidance on how to initi

Comments: Place your cursor over column header cells to view comments explaining the type of information desired, what happens if you leave a field blank,such as the number of characters that field can hold.

415 777 6837 415 555-9602 Tom@Acme.org Cindy Oliveri 415 555-1212 Wholesale

Phone 1 Phone 2 EMail Alt Contact Alt Phone Customer Type Custom Field 1 Custom Field 2

te data import.

and constraints

Custom Field 3 Custom Field 4 Custom Field 5 Custom Field 6 Custom Field 7 Use With QB (Yes/No)

No 12/11/2004

Accept Checks (Yes/No) Use Charge Account (Yes/No) Tax-exempt Disc % Last Sale

Residential John Smith

Rewards Member (Yes/No) Customer Reward ID Notes Ship Addr Name 1 Ship Full Name 1 Ship Company 1

7762 N. Littener Bayshore CA 94326 Work Address John Smith

Ship Street 1 Ship City 1 Ship State 1 Ship ZIP 1 Ship Addr Name 2 Ship Full Name 2 Ship Company 2

7762 N. Littener Bayshore CA 94326 Residential John Smith 7762 N. Littener

Ship Street 2 Ship City 2 Ship State 2 Ship ZIP 2 Ship Addr Name 3 Ship Full Name 3 Ship Company 3 Ship Street 3

Bayshore CA 94326 Residential John Smith 7762 N. Littener Bayshore CA

Ship City 3 Ship State 3 Ship ZIP 3 Ship Addr Name 4 Ship Full Name 4 Ship Company 4 Ship Street 4 Ship City 4 Ship State 4

94326 Residential John Smith 7762 N. Littener Bayshore CA 94326

Ship ZIP 4 Ship Addr Name 5 Ship Full Name 5 Ship Company 5 Ship Street 5 Ship City 5 Ship State 5 Ship ZIP 5

Residential John Smith 7762 N. Littener Bayshore CA 94326 Residential

Ship Addr Name 6 Ship Full Name 6 Ship Company 6 Ship Street 6 Ship City 6 Ship State 6 Ship ZIP 6 Ship Addr Name 7

John Smith 7762 N. Littener Bayshore CA 94326 Residential John Smith

Ship Full Name 7 Ship Company 7 Ship Street 7 Ship City 7 Ship State 7 Ship ZIP 7 Ship Addr Name 8 Ship Full Name 8

7762 N. Littener Bayshore CA 94326 Residential John Smith 7762 N. Littener

Ship Street 9 Ship City 9 Ship State 9 Ship ZIP 9 Ship Addr Name 10 Ship Full Name 10 Ship Company 10 Ship Street 10

Bayshore CA 94326

Ship City 10 Ship State 10 Ship ZIP 10

Data Import Template, QuickBooks Point of Sale - Vendors

Sal's Wholesale, Inc. Hunter Scott Mr. 6545 Main St. Manzanita NY 11235

Company Last Name First Name Title Street City State ZIP

Sample:

Load the vendor information you want to import into the appropriate columns below. Once finished, consult the Data Import Tool for guidance on how to initiate

Comments: Place your cursor over column header cells to view comments explaining the type of information desired, what happens if you leave a field blank,

such as the number of characters that field can hold.

555-9678-212 Tom Spahn 555-1212-212 SWH 131-G464-6 30

Phone 1 Phone 2 Alt Contact Alt Phone Vendor Code Vendor Account Number Default Bill Due Days

data import.

nd constraints

10 5.00 shunter@salswholesale.com

Default Bill Discount Days Default Bill Discount % EMail Website Custom Field 1 Custom Field 2 Custom Field 3

Custom Field 4 Custom Field 5 Custom Field 6 Custom Field 7 Notes

Data Import Template, QuickBooks Point of Sale - Inventory

111 Softball Equipment: Baseball: Balls Softcore Incrediball

Item Number Item Name Department Name Department Code Item Description Brief Description

Load the inventory information you want to import into the appropriate columns below. Once finished, consult the Data Import Tool for guidance on h

Comments: Place your cursor over column header cells to view comments explaining the type of information desired, what happens if you leave a fie

Duplicates: An inventory item that duplicates the UPC or ALU of an already existing item can either be blocked from importing or update the approp

Sample:

A129100 4" 4.95 5.00 Hit The Ball

Alternate Lookup Attribute Size Average Unit Cost Order Cost Vendor Name Vendor Code Regular Price

w to initiate data import.

ld blank, and constraints such as the number of characters that field can

riate item in the item list with any data for that record in the template.

0567812349873 Inventory [Store

MSRP Custom Price 1 Custom Price 2 Custom Price 3 Custom Price 4 Tax Code UPC Item Type Qty 1

uantities. Use "qty1" column only if single store]

Qty 2 Qty 3 Qty 4 Qty 5 Qty 6 Qty 7 Qty 8 Qty 9 Qty 10 Qty 11 Qty 12 Qty 13 Qty 14 Qty 15 Qty 16 Qty 17 Qty 18 Qty 19 Qty 20

Custom Field 1 Custom Field 2 Custom Field 3 Custom Field 4 Custom Field 5 Company Reorder Point

Reorder Point 1 Reorder Point 2 Reorder Point 3 Reorder Point 4 Reorder Point 5 Reorder Point 6 Reorder Point 7 Reorder Point 8

Reorder Point 9 Reorder Point 10 Reorder Point 11 Reorder Point 12 Reorder Point 13 Reorder Point 14 Reorder Point 15

Reorder Point 16 Reorder Point 17 Reorder Point 18 Reorder Point 19 Reorder Point 20 Base Unit of Measure Order By Unit

Cost of Goods Sold Sales: Merchandise

Sell By Unit Print Tags Unorderable Serial Tracking Eligible for Commission COGS Account Income Account

Inventory Asset

Asset Account Manufacturer Eligible for Rewards Weight Vendor Name 2 UPC 2 Alternate Lookup 2 Order Cost 2

Vendor Name 3 UPC 3 Alternate Lookup 3 Order Cost 3 Vendor Name 4 UPC 4 Alternate Lookup 4 Order Cost 4

Vendor Name 5 UPC 5 Alternate Lookup 5 Order Cost 5 Unit of Measure 1 # of Base Units for UOM 1 UPC for UOM 1

Alternate Lookup for UOM 1 Regular Price for UOM 1 MSRP for UOM 1 Custom Price 1 for UOM 1 Custom Price 2 for UOM 1

Custom Price 3 for UOM 1 Custom Price 4 for UOM 1 Unit of Measure 2 # of Base Units for UOM 2 UPC for UOM 2

Custom Price 3 for UOM 2 Custom Price 4 for UOM 2 Unit of Measure 3 # of Base Units for UOM 3 UPC for UOM 3

Custom Price 3 for UOM 3 Custom Price 4 for UOM 3

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