I am uploading inventory from Excel to QB POS. After I select the file to upload and select "manage mappings", the QB screen erraticly flashes. What should I do to push past this and begin uploading into the proper collumns?
Usually errors such as this are caused by an issue with the Microsoft .net framework 4. Try going to the windows control panel and repairing the installation of both the .net framework and POS.
I had problms getting this to work and finally did using the following procedure.
I selected the default template and saved it to the desktop
I entered the inventory items on the desktop version.
Then in POS import selected the default template. Note that the default is for the data to start on line 2, while the default template data starts on line 12. Set the data start option to line 12. You would think they could fix this easily!!! Then I opened the desktop version and copied the data and pasted it into the default template and the import worked. Note that copying the rows and trying to paste into the default template did not work. Gave a size descrepancy message. I had to select the data area in the desktop version and copy into the default template.
I could not get the import to work when I browsed and selected a saved renamed template file from the desktop.
Have found that import does not recognize Excel 2010 installed on the computer.
It will usually not recognize a trial of Excel or a Home/Student version. If your Excel is not one of the above, make sure it is registered, up-to date, etc.
Right. I am learning at home with the free POS download and have the home version of Office 2010. Thanks for the explanation.
We have Excel 2007 "Basic" running on the server, and it is recognized by POS. Is it not clear that the issue is the home versus the professional version, or 2007 versus 2010 version. EricPOs please respond. I know you are watching. Have you actually tried Excel 2010 professional? Thanks.
This is an update and way to create POs against which to receive inventoy.
The Problem: Typically we hand write POs on forms provided by over 200 vendors we use. We have found that a few vendors can provide us the PO in PDF format, but most do not. So the challenge was how to create a PO for the order in QBPOS against which to receive the inventory when it arrives.
Solution: I saved a copy of the QBPOS import Template.xls on a memory stick drive. I found there is no problem hiding columns we are not using, or in reordering the colums to make editing easier. We have used Acrobat X Reader (20$/year subscription) to convert PDFs into Excel. This is not always straightforward. We delete empty columns in the spreadsheet before copying the column into the QBPOS template. Also, for some reason during the conversion numbers may be formated as text (a green error message appears in the cells). Reformating the column as numbers solves the problem. If no PDF is available, we enter data directly in the QBPOS template. In either case putting 0 (zero) in the Reorder Point column for each item facilitates creating the PO later. We put multiple vendors in the same import template, cost, price etc.
To import in QBPOS we import following the file/utilities/import path, selecting inventory and custom file. Browse for the filename on the zip drive (it will remember the path next time if it isn't changed). Change the data starts in row option from the default of 2 to 11, and select the standard mapping or make a custom one, then back up and import.
To create the PO go to Inventory Reminders and you will see the data that was imported. Select suggest PO, and then a particular vendor frm the drop down list. Only the items for that vendor will appear. Enter the number ordered in the appropriate column, then create the PO, enter a PO number from the vendor or use the one QB supplies, order and ship dates, change whatever else you want to, then print and save.
So now there is a PO in QBPOS that reflects the hand written order to the vendor. When the inventory arrives, we receive against the PO.
Note that as discussed previously, Excel professional must be on the workstation server where data is imported. However, the template can be completed on the home version and it will be imported since the professional version is running on the server.
Sounds a little complicated, but lets us work at home, trade shows, planes, or really anywhere on a laptop, putting ordered items in the QBPOS template. Back at the shop we can easily create POs in QB to receive inventory against.
Jane, I like what you have done, but there are a couple of points that I would like to discuss with you. Would you please call so I can get a better understand your technique?
