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LKG_85
Level 1
posted
‎August 23, 2024 06:28 AM
last updated ‎August 23, 2024 6:28 AM

CHANGING REQUIRED RED FIELDS IN MAPPING DATA FOR PRODUCTS AND SERVICES IMPORT

Hello I need some assistance please 

 

So I've created my excel data sheets for importing as required and uploaded it into QBO, once I get to the data mapping fields, certain fields that need changing are marked in red and I have to now change these fields line by line, eg: income and expense accounts and qty etc.

 

Is there a way to change this data for all the line items in one go, sort of like a "select all" feature instead of changing each line individually?

 

I am importing split files to cater for all the inventory items and it's rather frustrating to change the required fields line by line as files can contain up to 900 lines at a time.

 

Please advise if there is a work around this.

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1 Comment 1
IrizA
QuickBooks Team
QuickBooks Team
‎August 23, 2024 08:39 AM

CHANGING REQUIRED RED FIELDS IN MAPPING DATA FOR PRODUCTS AND SERVICES IMPORT

When importing products and services to your QuickBooks Online (QBO) company file, it is indeed important to allocate them to their designated accounts automatically. I can share some information regarding this, LKG_85.

 

Changing the data for all line items is currently unavailable in QBO. With this, I encourage you to submit your insights to our development team so they can consider your suggestions in future updates. We sincerely appreciate your understanding and thank you for helping us enhance our services.

 

Here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

 

Alternatively, it's advisable to review and ensure that the headers of each column in your file are the same as the sample file provided by QBO. This way, the system will detect this and map the fields automatically. You can see and download the sample file by following these steps:

 

  1. Go to the Gear icon and choose Import data.
  2. Click the New dropdown, then select Import.
  3. Below the Upload, an Excel or CSV file field, click the Download a sample file.

 

Moreover, if you want to merge duplicate items, remove unused items, or reactivate items, you can refer to this article: Remove a product or service in QuickBooks Online.

 

We're still here to help you if you have further questions regarding importing your product or services, LKG_85. Please don't hesitate to share your questions or suggestions with us.

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