QB Point of Sale: Custom Import File Specifications
Import Wizard Overview
Identify the information to be imported:
Choose which file to import
Select Browse to locate the file containing the data you wish to import into Point of Sale.
To import a text file, be sure the file has a csv extension (rename the file if necessary) and change the selection to csv in the Files of Type drop-down list in the Open a File dialog. Selecting the correct file you will use for this map will affect the options available when assigning data fields to the map.
Data is on sheet
If you have selected an Excel file as the data source for the import, identify which worksheet contains the data you wish to import.
Data starts on row
Identify the first row or line containing the actual data to be imported. Do not include any heading rows when specifying the starting row.
Choose file mapping
Select an existing mapping template or Manage Mappings to create a new template.
The Manage Mappings page allows you to create and/or edit the mapping of the data in your import file to the Point of Sale data fields.
To do this task:
- 1) On the custom file selection page, select Add New from the Choose File Mapping drop down list to create a new mapping file.
Select an existing mapping file to edit from the drop-down list and select Manage Mappings.
- 2) For each applicable Point of Sale data field on the left, select the column or data field from your import file on the right from which data will be mapped to the Point of Sale field.
3) Once you have finished mapping data fields, select Save or Save As (to give new name) to make the template available for future use.
- Select Show all available fields or Hide advanced fields at the bottom of the dialog to toggle between views as meets your needs. Many users won’t need the advanced fields available. Select the Learn More link to see descriptions of all available fields.