Pull off inventory for import

[Dinah_Jones]

Hi,

We’ve recently created a new company and want to copy our sales inventory over, is there a way to pull it off the original quickfile to the new company’s one?

Kind regards,

[QFSteve]

Hello @Dinah_Jones

This can be done very easily, please see steps below

To Export

• Open you Sales Inventory
• Make your selection
• Export data

NOTE You can only import 1 inventory type at a time so you may need to divide the spreadsheet and upload them separately.

To Import

• Account Settings > Import Data > Import Inventory Items/Tasks
• Select the relevant Inventory type
• Browse and select the file
• Upload
• Repeat for other Inventory types if required