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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
Sale. Once you identify the information you want transferred using the Data Import Template and save the template to your desktop, you can
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 more

The Data Import Template includes three sheets for data identification: one for customer data, one for vendor data, and one for inventory dat
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 Te
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 customer’s 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 customer’s 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.
ou would like to import into QuickBooks Point of
late to your desktop, you can then use the
the Data Import Tool for more information).

ata, and one for inventory data. Within each


to import customer data, for example, you
lumns: “Smith” in the “Last Name” column,
ve data in the Data Import Template, the Data

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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. Oliveri Tom Mr. 7762 N. Littener Bayshore CA 94326
Company Last Name First Name Title Street City State ZIP
<Add your data here>
n how to initiate data import.

a field blank, and constraints such

415 777 6837 415 555-9602 Tom@Acme.org Cindy Oliveri 415 555-1212 Wholesale
Phone 1 Phone 2 EMail Alt Contact Alt Phone Customer Type Custom Field 1 Custom Field 2
Yes
Custom Field 3 Custom Field 4 Custom Field 5 Custom Field 6 Custom Field 7 Use With QB (Yes/No)
No 12/11/2004
Accept Checks (Yes/No) Use Charge Account (Yes/No) Tax-exempt Disc % Last Sale
Residential John Smith
Rewards Member (Yes/No) Customer Reward ID Notes Ship Addr Name 1 Ship Full Name 1 Ship Company 1
7762 N. Littener Bayshore CA 94326 Work Address John Smith
Ship Street 1 Ship City 1 Ship State 1 Ship ZIP 1 Ship Addr Name 2 Ship Full Name 2 Ship Company 2
7762 N. Littener Bayshore CA 94326 Residential John Smith 7762 N. Littener
Ship Street 2 Ship City 2 Ship State 2 Ship ZIP 2 Ship Addr Name 3 Ship Full Name 3 Ship Company 3 Ship Street 3
Bayshore CA 94326 Residential John Smith 7762 N. Littener Bayshore CA
Ship City 3 Ship State 3 Ship ZIP 3 Ship Addr Name 4 Ship Full Name 4 Ship Company 4 Ship Street 4 Ship City 4 Ship State 4
94326 Residential John Smith 7762 N. Littener Bayshore CA 94326
Ship ZIP 4 Ship Addr Name 5 Ship Full Name 5 Ship Company 5 Ship Street 5 Ship City 5 Ship State 5 Ship ZIP 5
Residential John Smith 7762 N. Littener Bayshore CA 94326 Residential
Ship Addr Name 6 Ship Full Name 6 Ship Company 6 Ship Street 6 Ship City 6 Ship State 6 Ship ZIP 6 Ship Addr Name 7
John Smith 7762 N. Littener Bayshore CA 94326 Residential John Smith
Ship Full Name 7 Ship Company 7 Ship Street 7 Ship City 7 Ship State 7 Ship ZIP 7 Ship Addr Name 8 Ship Full Name 8
7762 N. Littener Bayshore CA 94326 Residential John Smith
Ship Company 8 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 7762 N. Littener
Ship Street 9 Ship City 9 Ship State 9 Ship ZIP 9 Ship Addr Name 10 Ship Full Name 10 Ship Company 10 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. Hunter Scott Mr. 6545 Main St. Manzanita NY 11235
Company Last Name First Name Title Street City State ZIP
<Add your data here>
ow to initiate data import.

a field blank, and constraints such

555-9678-212 Tom Spahn 555-1212-212 SWH 131-G464-6 30


Phone 1 Phone 2 Alt Contact Alt Phone Vendor Code Vendor Account Number 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 the
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 dat

Sample:
111 Softball Equipment: Baseball: Balls Softcore Incrediball
Item Number Item Name Department Name Department Code Item Description Brief Description
<Add your data here>
idance on how to initiate data import.

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

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

A129100 4" 4.95 5.00 Hit The Ball


Alternate Lookup Attribute Size Average Unit Cost Order Cost Vendor Name Vendor Code Regular Price
0567812349873
MSRP Custom Price 1 Custom Price 2 Custom Price 3 Custom Price 4 Web Price Tax Code UPC
Inventory [Store quantities. Use "qty1" column only if single store]
Item Type Qty 1 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 Sales: Merchandise Inventory Asset
COGS Account Income Account Asset Account Manufacturer Weight Web SKU Web keywords 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