How to export from QB POS if the computer does not have Excel

How to export from QB POS if the computer does not have Excel

You can use MS Excel to import and export information in your corporate file while making collaborative modifications to the data. Instead of manually updating your data within the software, this is a more efficient method. To avoid problems when changing or transferring a data file, one must follow templates and formats.

The procedure for importing

When importing data into Excel, you’ll need to use the Default Template exported from POS. At a time, you can import up to 65,000 rows. .csv files can also be converted to excel files. Simply open the.csv file, go to File > Save, and select Excel Workbook from the Save as type dropdown.

Data in Excel format: Keep the following in mind for a seamless Excel import:

  • In empty excel fields, there should be no dashes.
  • Empty rows and columns should be removed.
  • Delete columns that have been concealed.
  • Formulas, hyperlinks, and special characters such as @,#,$, %,* should not be used.
  • Instead of deleting information separately, use “clear contents.”

If you’re having trouble importing specific columns from your spreadsheet, make sure the column cells are formatted correctly so the Data Import wizard can interact with them.


Column Name

MS Excel Cell Format

Item Number

General

Item Name

General – 32 character max

Department Name

General

Item Description

General

Brief Description

General

Alternate Lookup

General

Attribute

General

Size

General

Average Unit Cost

Number – 2 decimal places

Regular Price

Number – 2 decimal places

MSRP

Number – 2 decimal places

Custom Price 1- 4

Number – 2 decimal places

Tax Code

General

UPC

Custom – 0000000000000

Order Cost

Number – 2 decimal places

Item Type

General

Base Unit of Measure

Text

Company Reorder Point

Number

Income Account

General


Column Name

MS Excel Cell Format

COGS Account

General

Print Tags

Text

Unorderable

Text

Serial Tracking

Text – 25 character max

Eligible for Commission

Text

Vendor Name

General

Vendor Code

General

Manufacturer

General

Weight

Number – 2 decimal places

Length

Number – 2 decimal places

Width

Number – 2 decimal places

Qty 1 – 3

Text

Custom Field 1 – 5

General

Eligible for Rewards

General

Sync to Mobile

General

Vendor Name 2 – 5

General

UPC 2- 5

General

Order Cost 2 – 5

General

Reorder Point 1 – 3

General

When navigating the spreadsheet, keep the following in mind:

  • To scroll down while seeing headers, freeze the spreadsheet’s headers.
  • Instead of scrolling with the mouse, use the Page Up and Page Down buttons.
  • Ctrl+End: get to the bottom of the excel data collection by pressing Ctrl+End.
  • Return to the beginning of the excel sheet data by pressing Ctrl+Home.

Before you start importing data, make sure you have everything you need:

  • Make a copy of your file as a backup.
  • Before mapping, take a quick scan of the entire worksheet. Look for anomalies, unusual data, and so forth.
      • To see if there are any abnormalities, open the.csv file in notepad.
      • Copy and paste any problematic file into a new worksheet utilising paste special > values.
  • Dividing long lists into smaller sections is a good idea (worksheets)

To import your data, follow these instructions:

Step 1: Get your template:

Please note that you may need to create one from the start or download a new template file if you don’t have an existing template to import.

  • QuickBooks Desktop Point of Sale should be closed.
  • Select File Explorer from the context menu when you right-click the Windows Logo button.
  • Go to the following location in the left window: C:UsersPublicPublicDocumentsIntuitQuickBooks Point of Sale (x.0).
  • Select the arrow sign next to each folder displayed to navigate.
  • Select Delete from the context menu of QB POS Import Template.xls. Confirm that the deletion was successful.

Step 2: Configure your Point of Sale and import your data:

  • Go to File > Utilities > Import in QuickBooks Desktop Point of Sale.
  • Select Next from the Data Import Wizard.
  • Next, choose the type of data you want to import.
  • Open the Import Template and choose the Default template for how you wish to import the data.

If you want to use a different file template for import, follow these steps:

  • Next, select Custom file.
  • Locate the template you’ve saved. Make sure you’re on the right worksheet tab and that the data started on the right row.
  • You may need to manually map the data from the import template to the fields on the point of sale. Choose File Mapping > Add or Select Mapping > Manage Mappings from the drop-down menu.
  • After you’ve finished mapping, click Save.
  • To begin the import, select Next and follow the prompts.
  • Select Next and follow the on-screen instructions.
  • Select Import after the import wizard has checked the import file.
  • The wizard should now be closed.

Please note that you need to Go to File > Utilities > View Data Import Log to check for any issues.

Conclusion

To conclude, QuickBooks Desktop software is accounting software that will help you manage the books and accounts of a particular organisation. In this blog, you will get to know more about how you can export from QB POS if the computer doesn’t have Excel. I hope that this blog was helpful and was worth your time.

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