Quickbooks Support

Learn to Import and Export Data in QuickBooks Point of Sale with QuickBooks POS Support @ 1-800-731-1629

When you are trying to make some great changes in information of company file or you can say data of your company file, you must simply either import or export data in your company file by MS Excel.

This is much more way of utilizing or updating data rather than doing it on your own inside the software. When you are trying to update or transfer a data file you must format it to prevent errors.

What is actually the Importing of data into QuickBooks?

By importing data with the help of Excel files, default templates are used which is earlier exported from POS. You are now able to convert the file format .csv to excel.

Follow the guidelines to convert:

  • Click on the File menu, Choose Save As
  • Click on Excel Workbook
  • Choose Save as Type drop down menu

If you want error free importing in QuickBooks, you must take care of the following:

  • Make sure there should be no hyphens in empty excel fields
  • Clear out all empty rows and columns
  • Delete all hidden columns
  • Don’t use any formulas, hyperlinks, and special characters i.e.: @,#,$,%,&,* while importing
  • Use “clear contents” instead of deleting information

Contact QuickBooks POS Support immediately if you are stuck in between processing of QuickBooks Data.

To Import Data

You must perform these steps before import data:

  • Create a complete backup copy of your company file which you want to import
  • Perform a scanning of the complete worksheet before importing.
  • Look for irregularities, strange data, etc.
    • Open .csv spreadsheet in notepad to see indiscretions
    • Copy and then click on paste on any file which is causing some bugs by using Paste Special and then click on values
  • Split up whole lengthy sheets into smaller sections

Follow the below discussed methods to Import:

Method 1: Select your template

  • Check whether QuickBooks Point of Sale is opened or closed, if opened
  • Close QuickBooks Desktop Point of Sale.
  • Right-click on the Windows Logo button on your screen and click on File Explorer.
  • Reach to the specified location: C:\Users\Public\Public Documents\Intuit\QuickBooks Point of Sale (x.0).
  • Right-click on QB POS Import Template.xls and click on Delete.
  • Confirm the deletion.

If the content is not deleted, you can contact QuickBooks POS Support

Method 2: Set up and import data to Point of Sale

If first step doesn’t work out, switch to next one

  • In QuickBooks Desktop Point of Sale,
  • Click on to File
  • Choose Utilities > Click on Import.
  • In the Data Import Wizard, click on Next.
  • Choose the type of data you want to import then click on Next.
  • Click on Default template on how you want to import the data and open the Import Template.

If you are thinking to choose a different file template for import:

    • Click on Custom file then choose Next.
    • Search for your saved template.
    • Make sure you have selected the correct worksheet tab and what row the data has started.
    • To match the columns from the import template to the Point of sale fields, you may need to map the data manually.
    • Click on Choose File Mapping > 
    • Then select Add or Select Mapping 
    • Click on Manage Mappings.
    • Once mapping is completed, click on Save.
    • Choose Next and follow the prompts to start the import.
  • Click on Next and follow the prompt.
  • Once the import wizard checks the import file, click on Import.
  • Close  the wizard.
  • To confirm for any errors, click on the File menu 
  • Click on Utilities 
  • Choose View Data Import Log.

If importing is done, you can now move to exporting data

Export data

  • In QuickBooks Desktop Point of Sale, click on the File menu, click on Utilities 
  • And then click on Export.
  • In the Data Export Wizard, click on Inventory Items then choose Next.
  • Type the required data in the following fields:
    • Select destination file – location where file is required to be saved
    • Write records to (sheet) – worksheet  where data must be entered
    • Begin exporting data to row – row from where data should be started
  • In the Choose export template, you may click on the default inventory template
  • If you manage the mapping to match the details to be exported from QuickBooks Desktop Point of Sale on your own
  • Click on Next.
  • Choose Export, if the records are ready to export.

We really hope, you have managed to perform on your own. If still not able to perform contact QuickBooks POS Support toll free number @ 1-800-731-1629 and drop a mail to us at support@quickbooksupport.net.

6 thoughts on “Learn to Import and Export Data in QuickBooks Point of Sale with QuickBooks POS Support @ 1-800-731-1629”

  1. Welcome to our Pitbull breeder home were we have been proudly breeding and showing quality AKC registered Pitbull puppy since 2004. Our main focus is to produce show quality pitbull puppies with amazing personalities suitable for their forever family. We treat every Puppy with individualized care based on their needs to give them the best opportunities in life. Click “Available Pitbull puppies” to check out our puppies and dogs looking for new homes.

  2. Munchkin kittens make wonderful family pets. They are easygoing and get along well with children and the other pets of the household. Above all, they are hardy and an ideal pet, especially for first-time feline owners. Selecting a new kitten is a daunting task. You want one that is healthy but also comes with a pleasant personality and is adaptable to your lifestyle.
    Home Land Munchkins, we stand behind our guarantee, our customers, and our kittens! We go to great efforts to ensure that our kittens are healthy and socialized with an excellent demeanor that is native to the breed of each kitten. Bringing home a new kitten is a wonderful experience involving the whole family, which is why we begin training early to ease the transition to their new home and family

  3. I intended to compose you a bit of note in order to give many thanks again considering the awesome basics you’ve contributed above. It’s generous of people like you giving easily all a few individuals might have marketed as an e book to end up making some dough for themselves, most importantly given that you could possibly have done it if you ever decided. These pointers as well served like the fantastic way to fully grasp other people have similar eagerness like my own to know lots more on the topic of this issue. I am certain there are millions of more fun opportunities in the future for individuals who looked at your blog post.

  4. I’m also commenting to let you be aware of of the beneficial discovery my child encountered checking the blog. She came to understand a lot of details, including how it is like to have a marvelous coaching character to get certain people completely comprehend a variety of complex issues. You actually did more than her desires. I appreciate you for coming up with such essential, dependable, edifying and cool guidance on that topic to Ethel.

  5. We are dedicated to the breeding of the finest quality, sweet-tempered rough-coated pug puppies at the most reasonable prices. We take great pride in the feedback received from purchasers of our puppies that their puppies have grown up to be very social and friendly adult dogs. This provides us with the necessary incentive to continue breeding these wonderful, loving and loyal companions.

  6. The truth about pit bulls is simple: They’re sweet, smart, hilarious, loyal companions. And we’re not the only ones who think so. Ken Foster’s beautiful book “I’m a Good Dog” continues to climb the charts, and National Pit Bull Day has been established in their honor.

Leave a Reply

Your email address will not be published. Required fields are marked *