You can selectively update specific properties of your products by doing the import or update operation with only the property columns you want to update, and of course the product ID column to identify the products. The only required property is the product ID, which identifies the products. If a product row already exists in the product list, then the import or update operation updates that product if the product doesn't yet exist, it will be created. Each column in the Excel table defines a property each row is a product. You can import or update your product list by cutting and pasting from Excel. You can edit your Item name in QuickBooks, prior to syncing with Finale Inventory, and Finale will be able to sync with them. IF your existing Inventory Item Names in your QuickBooks file are longer than 191 characters, Finale Inventory will not be able to integrate with them, and Finale Inventory will create new Inventory Items in QuickBooks to match the ones in Finale. If you already have Inventory Items in your QuickBooks file, they must be 191 characters or less. Product Ids in Finale will not connect to Service Items or Assembly Items in QuickBooks. Finale Inventory’s Product ID connects to QuickBooks Inventory Items. When integrating Finale Inventory with QuickBooks, Finale Inventory’s Product ID is what must have an EXACT match in your QuickBooks Inventory Items, Item Name. Working with QuickBooks - Export your products from QB then Import them into Finale Inventory. Make sure that the option is turned on from the Application Settings>Product Tab, Buying prices & reordering section: This is done from the Product ID Details screen in the Purchasing Section. Setup Reorder Quantities for required stock levels and auto reorder points. This is so the import routine will be aware of all of your new fields and changes. VERY IMPORTANT - If you just created new custom fields, Pricing, or Categories from the previous Quick Start steps, make sure you REFRESH your browser on the Import & Export screen, pictured below with all the import buttons, BEFORE you attempt to copy/paste your data for import. Use Excel template to copy and paste them into Finale Inventory – Home>Import & Export>Import to batch create & update products This can be turned off in the scanner settings. It is not required, however if you are using barcodes, the scan keys are case sensitive and the default settings on our barcode scanner will convert all scans to Upper case.
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