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How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Transaction Pro products?
Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file.
Use Transaction Pro Exporter to export the entire Item list
Open file in Excel and sort the file by the Item Type column
Delete all rows that have a type other than Inventory and save the file
Open Transaction Pro Importer and browse for the updated Item list file
Select INVENTORY ADJUSTMENT as the Import type
Create a mapping similar to the one below
If the Inventory Adjustment is to be one single transaction in QBDT, then any number can be entered as a default value for the REFNUMBER field
If the Inventory Adjustment should be a single transaction for each Inventory Item, then map the LIST ID column to the REFNUMBER field
ACCOUNT should be the General Ledger Account from the Chart of Accounts that corresponds to the Inventory Asset
TRANSACTION DATE will be the date of the adjustment is to post in QBDT