First step :
Quickbooks user:
- go to your item list
- click on the button « excel » then choose « Export All items.. »
- Choose the « csv » value and then click on « Export »
Second Step :
Importing the items in ONE UP
Importing QuickBooks Items is done through the Sales Workflow
- In the Navigation Menu, select Sales - products - import items from Quickbooks
ONE UP will only import the following Quickbooks item types :
|
QB Item Type |
ONE UP Match |
ONE UP Item type |
|
Service |
Product & Service |
Service |
|
Non-inventory Part |
Product & Service |
Purchase/Sale or RM (with option 'Do not Manage Inventories') |
|
Inventory Part |
Product & Service |
Purchase/Sale or RM (with option 'Manage Inventories') |
|
Inventory Assembly |
Product & Service |
Assembly |
|
Sales Tax Group |
Sales Tax |
Group Tax |
|
Sales Tax Item |
Sales Tax |
Individual Tax |
To import in ONE UP, please select the file your created from Quickbooks export and fill in the file separator field.
Click on the 'Import' button and your import starts
When the import is done, a message will appear if everything went well, or you get a list of what went wrong. But you can still validate the import by clicking on the button 'DONE'.
The file template to check the format: