IMPORT AND EXPORT

QuickBooks Point of Sale: Importing Items from QuickBooks Accounting

11/30/2017 4:55:27 AM Jay Thompson

You may have existing items in QuickBooks that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks items is optional. After importing, inventory items are not routinely exchanged between the two programs.

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QuickBooks Point of Sale: Data Import Wizard Instructions

11/30/2017 4:55:27 AM Jay Thompson

Export the data from another application, if necessary, to an Excel or comma-delimited text file. Refer to the application’s 3rd party documentation for instructions. On your Point of Sale Server Workstation, select Utilities –> Import from the File menu.

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QuickBooks Point of Sale: Export Customers, Vendors, Items, Departments, Employees

11/30/2017 4:55:27 AM Jay Thompson

The Data Export Wizard walks you through exporting list data to an Excel spreadsheet, where you can then utilize Excel’s features to further manipulate the data. You can choose to export all records in a list, all records currently displayed in a filtered list, or only selected records!

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Quickbooks Point of Sale: Import or Export Item Pictures

11/30/2017 4:55:27 AM Jay Thompson

If you are using item pictures, you can import and associate pictures for multiple items at once instead of assigning them one-by-one on item records. Likewise, you may have the need to export the item pictures you have in Point of Sale for some other use. The Data Import Wizard and Data Export Wizards in Point of Sale make these tasks easy.

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QB Point of Sale: Custom Import File Specifications

11/30/2017 4:55:27 AM Jay Thompson

Select Browse to locate the file containing the data you wish to import into Point of Sale. To import a text file, be sure the file has a csv extension (rename the file if necessary) and change the selection to csv in the Files of Type drop-down list in the Open a File dialog. Selecting the correct file you will use for this map will affect the options available when assigning data fields to the map.

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QuickBooks Point of Sale: Tips for Using the Data Import Wizards

11/30/2017 4:55:27 AM Jay Thompson

Check your import template to ensure required fields are filled (denoted on the default template and in the custom mappings page of the wizard). Save and close the import template before beginning the import.

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QuickBooks POS: Import QuickBooks Items

11/30/2017 4:55:27 AM Jay Thompson

You may have existing items in QuickBooks that you now want to track in Point of Sale. You can easily import these items to Point of Sale at any time, making them available to list on Point of Sale documents. Importing your QuickBooks items is optional. After importing,

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