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June 26, 2025
Question

Hi, I need to change how I input the product we receive. Right now I input them one by one into inventory by their serial/model number. These units are received from our supplier, once we are satisfied with the load I send the invoice to our accounta

  • June 26, 2025
  • 1 reply
  • 6 views

Right now I input them one by one into inventory by their serial/model number. These units are received from our supplier, once we are satisfied with the load I send the invoice to our accountant and tell him its good to pay the invoice. How can I enter all the products received on the invoice into QBO as a batch?

1 reply

QuickBooks Team
June 26, 2025

I completely understand how important it is for you to minimize manual data entry in QuickBooks Online (QBO) to save time and reduce errors, Royal. While QBO currently doesn't offer a built-in feature to enter items in batches, there is an effective workaround: you can easily import a list of your products and services directly from an Excel or CSV file.

 

Here's how:

 

  1. Go to the Gear icon and select Import data.
  2. Choose the Products and Services in the dropdown and click Import.
  3. To upload an Excel or CSV file, select Browse to upload the file from your computer. Choose the file, and then select Open.
  4. Click Next.
  5. Map the information and Next.
  6. Follow the on-screen steps and ensure everything is correct since this can't be undone.
  7. Select Import.

 

You can check out this article for additional guidance: Import products and services into QuickBooks Online. It also includes details about the spreadsheet formatting to import the items flawlessly.

 

Once everything is settled, you can run the Inventory Valuation Detail report to view the quantity on hand, value, and average cost for each inventory item or other inventory reports in QuickBooks. Here's an article for reference: Use reports to see your sales and inventory status.

 

Feel free to post again if you have further questions about recording your products and services in QuickBooks. The Community is always here for you.