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 you would like to import into Q of Sale. Once you identify the information you want transferred using the Data Import Template and save the template to your desktop, you Data Import Tool to initiate the actual data transfer into QuickBooks Point of Sale (see the "Import Data" step in the Data Import Tool for mo

The Data Import Template includes three sheets for data identification: one for customer data, one for vendor data, and one for inventory da sheet, there are column headers that correspond to specific data fields in QuickBooks Point of Sale. If you want to import customer data, for would locate the sheet with the customer tab in this workbook and then paste information in the appropriate columns: Smith in the Last N John in the First Name column, primary phone number in the Phone1 column, etc. After you identify and save data in the Data Import T Import Tool will use the template to import data into QuickBooks Point of Sale. General guidelines on using this workbook: You do not need to complete all three sheets to enable data import. As an example, you can input information for customers 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 green. For customers, as an example, the customers last name or company is required to define a customer. If you leave a required field blank, the Data Import Tool will not create a corresponding item in QuickBooks Point of Sale or 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 assumptions about that particular item. For example, if you enter Smith for a customers last name but leave the Accept Checks? field blank, the tool will assume yes, that you do accept checks from Smith. You can learn more about the specific assumptions that the 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 explanation in a comment box. Place your cursor over the column header cell to view these comments. Comments help explain the type of information desired, clarify what happens if you leave a field blank, and define constraints such as the number of characters that can be transferred in this field.

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data that you would like to import into QuickBooks Point save the template to your desktop, you can then use the Data" step in the Data Import Tool for more information).

or vendor data, and one for inventory data. Within each . If you want to import customer data, for example, you ppropriate columns: Smith in the Last Name column, entify and save data in the Data Import Template, the Data

u can input information for customers

hted in bright green. For customers, as

item in QuickBooks Point of Sale or

make assumptions about that he Accept Checks? field blank, the ut the specific assumptions that the comments).

iled explanation in a comment box. p explain the type of information the number of characters that can be

Data Import Template, QuickBooks Point of Sale - Customers

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 initiate data import. 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, and constraints such as the number of characters that field can hold.
Sample:

Acme, Inc. Company <Add your data here>

Oliveri Last Name

Tom First Name

Mr. 7762 N. Littener Bayshore Title Street City

CA State

94326 ZIP

on how to initiate data import. a field blank, and constraints

415 777 6837 Phone 1

415 555-9602 Tom@Acme.org Phone 2 EMail

Cindy Oliveri Alt Contact

415 555-1212 Alt Phone

Wholesale Customer Type

Custom Field 1

Custom Field 2

Custom Field 3

Custom Field 4

Custom Field 5

Custom Field 6

Custom Field 7

Yes Use With QB (Yes/No)

No Accept Checks (Yes/No)

Use Charge Account (Yes/No)

Tax-exempt

Disc %

12/11/2004 Last Sale

Rewards Member (Yes/No)

Customer Reward ID

Notes

Residential John Smith Ship Addr Name 1 Ship Full Name 1

Ship Company 1

7762 N. Littener Ship Street 1

Bayshore Ship City 1

CA Ship State 1

94326 Ship ZIP 1

Work Address John Smith Ship Addr Name 2 Ship Full Name 2

Ship Company 2

7762 N. Littener Bayshore Ship Street 2 Ship City 2

CA 94326 Residential John Smith Ship State 2 Ship ZIP 2 Ship Addr Name 3 Ship Full Name 3

Ship Company 3

7762 N. Littener Ship Street 3

Bayshore CA 94326 Residential John Smith Ship City 3 Ship State 3 Ship ZIP 3 Ship Addr Name 4 Ship Full Name 4

Ship Company 4

7762 N. Littener Bayshore CA Ship Street 4 Ship City 4 Ship State 4

94326 Residential John Smith Ship ZIP 4 Ship Addr Name 5 Ship Full Name 5

Ship Company 5

7762 N. Littener Bayshore CA 94326 Ship Street 5 Ship City 5 Ship State 5 Ship ZIP 5

Residential John Smith Ship Addr Name 6 Ship Full Name 6

Ship Company 6

7762 N. Littener Bayshore CA 94326 Residential Ship Street 6 Ship City 6 Ship State 6 Ship ZIP 6 Ship Addr Name 7

John Smith Ship Full Name 7

Ship Company 7

7762 N. Littener Bayshore CA 94326 Residential John Smith Ship Street 7 Ship City 7 Ship State 7 Ship ZIP 7 Ship Addr Name 8 Ship Full Name 8

Ship Company 8

7762 N. Littener Bayshore CA 94326 Residential John Smith Ship Street 8 Ship City 8 Ship State 8 Ship ZIP 8 Ship Addr Name 9 Ship Full Name 9

Ship Company 9

7762 N. Littener Bayshore CA 94326 Residential John Smith Ship Street 9 Ship City 9 Ship State 9 Ship ZIP 9 Ship Addr Name 10 Ship Full Name 10

Ship Company 10

7762 N. Littener Ship Street 10

Bayshore CA 94326 Ship City 10 Ship State 10 Ship ZIP 10

Data Import Template, QuickBooks Point of Sale - Vendors

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 data import. 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, and constraints such as the number of characters that field can hold.
Sample:

Sal's Wholesale, Inc. Company <Add your data here>

Hunter Last Name

Scott First Name

Mr. 6545 Main St. Title Street

Manzanita City

NY State

11235 ZIP

how to initiate data import. a field blank, and constraints

555-9678-212 Phone 1

Phone 2

Tom Spahn Alt Contact

555-1212-212 Alt Phone

SWH 131-G464-6 Vendor Code Vendor Account Number

30 Default Bill Due Days

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

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

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, and constraints such as t hold.

Duplicates: An inventory item that duplicates the UPC or ALU of an already existing item can either be blocked from importing or update the appropriate item in the item list with any da
Sample:

111 Softball Item Number Item Name <Add your data here>

Equipment: Baseball: Balls Department Name Department Code

Softcore Incrediball Item Description

Brief Description

uidance on how to initiate data import.

you leave a field blank, and constraints such as the number of characters that field can

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

A129100 Alternate Lookup

4" Attribute Size

4.95 Average Unit Cost

Order Cost

5.00 Hit The Ball Vendor Name

Vendor Code

Regular Price

MSRP

Custom Price 1 Custom Price 2 Custom Price 3 Custom Price 4

Tax Code

0567812349873 Inventory UPC Item Type

[Store quantities. Use Qty 1

[Store quantities. 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

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

Sell By Unit

Print Tags

Unorderable

Serial Tracking

Eligible for Commission

Cost of Goods Sold COGS Account

Sales: Merchandise 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

Alternate Lookup for UOM 2

Regular Price for UOM 2

MSRP for UOM 2

Custom Price 1 for UOM 2

Custom Price 2 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

Alternate Lookup for UOM 3

Regular Price for UOM 3

MSRP for UOM 3

Custom Price 1 for UOM 3

Custom Price 2 for UOM 3

Custom Price 3 for UOM 3

Custom Price 4 for UOM 3