Export Data from QuickBooks POS

Contents

In order to retrieve information from QuickBooks POS to import into Artisan, you’ll need to run some reports. The following steps are shown using the “Item List Report,” but are similar for most reports.

CerTek Support Staff: For a list of files to be collected for each QB Export, click here.

Be aware of the following areas when exporting and importing data:

a) If exporting more than one file type from QuickBooks POS to Artisan, make sure you change the file name. Otherwise, QuickBooks POS will think you are trying to overwrite your previously exported file.

b) Extra or duplicate vendor records can be caused by manufacturer records.

c) If a vendor is deleted on the QB vendor list but an item still has that vendor listed as its vendor on file, Artisan will create a record for that vendor. However, you can identify which vendors need to be deleted since these records will not display any address details.

Export Data from QuickBooks POS

Click on the “Reports” tab, then select “Report Center.”

Determine which report you want to run.

Item List Report

This report is especially useful for grabbing data about item records.

Once you select a report, you’ll see the “Modify a Report” screen. Select “Add or Remove Columns.”

In most cases, you’ll want to check off every field to ensure that you’re retrieving all the data you need. Press “Save.”

Next, select “Filter Data” on the “Modify a Report” screen.

If there are any filters applied, select “Clear All” to remove them. You’ll need to scroll down the list to ensure you don’t miss any filters. When you reach the “1 Qty” field, change its value to -10000 to 10000 instead of 0. Remove any filters that say “Exclude.” Press “Save.”

Next, select “Change Report Appearance” on the “Modify a Report” screen.

Make sure the “Report Orientation” is set to “Landscape.” Check off all fields under “Show Header Information” (ex. Company Name, Report title, etc.).

Uncheck “Page number.” Press “Save.”