How should I specify the "Unit of Measure Set" field when importing inventory Items ?

I'm setting up Quickbook Enterprice. I set up Inventory to use Multiple Units of Measure. I Created several Units of Measure Set. I created an Excel file with the inventory data to Import it to QB. I included a column named "UM/Set" and I specified in each row (item) its corresponding UM Set (with the format "UMSet:BaseUnitAbreviation") 

When I tried to import the data It gave me a message tell the Unit of Measure is not defined. 

What am I doing wrong ? 

What is the right way to import Items with its corresponding Unit of Measure Set ?

CF

Answer

Thanks for the detailed information, carloshfrias01.

I'm happy to help and share some troubleshooting steps to import inventory items successfully. To begin, let's edit the name of the unit in the U/M Set List.

Here's how:

  1. From the Lists menu, select the U/M Set List.
  2. Right-click the unit in the NAME column, then select Edit U/M Set.
  3. Provide a different name, abbreviation, or number of base units contained in this related unit.
  4. Click OK.

After that, let's make sure to match all fields in that item. Here's how to check:

  1. From the Lists menu, select Item List.
  2. Double-click the item then click Custom Fields.
  3. Change the text to Any text.
  4. Continue to click the OK button until you close the window.

Once done, try to match the unit of measure in excel to the new name then import the items. 

I've added some articles for future reference:

If you get the same result, I suggest calling our Technical Support. They can initiate screen sharing to further assist you. 

Here's how you can reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact#.
  2. Select your QuickBooks product at the top right.
  3. Select a topic. 
  4. Click the green Get Phone Number button to see the support number.

If there's anything else that I can help you with concerning the unit of measure while importing inventory, feel free to post it here in the Community. I'll be glad to help. 

Was this answer helpful? Yes No
Default user avatars original
IntuitMaryGraceS , Community Support Specialist
Moderator

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.