Often times business will set up group items in QuickBooks to simplify the data entry for multiple items that are frequently sold together. This enables the persons creating the form to enter the name of the group item and QuickBooks will fill in the details for all the items in that group.
This post will give you instructions on how to import your group items into QuickBooks which is available in versions 4.021 and later of Transaction Pro Importer for QuickBooks.
Below are some rules to help you pre-plan your group item import.
- All items in your group item must exist in QuickBooks pre-import. Please note that you can use our item list import type to create new items.
- You cannot use a group item name that is already being used as an item name.
- Your import file should be ordered by the Group Name. For instance all the items in one group should appear sequentially in your import file.
On the first screen of Transaction Pro select your file, the import type of item group and then select the next button.
The file contents screen displays the contents of your import file in a grid format. In this import file we will be creating two new group items. Review your data and select the next button.
On the mapping screen you will see the required fields highlighted in red: Group Name, Group Line Item Name and Group Line Item Qty. You will need to map your import file columns to the QuickBooks fields listed on the right and select the next button.
The next screen below depicts how your data will be matched to the various QuickBooks fields. Review and select the next button.
On the last screen of Transaction Pro by default you are required to complete this screen even if Transaction Pro will not be creating new items. Make any selection and then select the finish button to complete the import.
If you are not already a user of Transaction Pro Importer for QuickBooks you can download a free demo and test it out here.