Savance Enterprise Support

Using the QuickBooks Item List, you can easily export data about the items you buy and sell to an Excel file and import them into Savance Enterprise.

1. Choose Lists -> Item List.
2. At the bottom of the window, click the Excel drop-down arrow and select Export All Items.
3. In the Export window, choose whether to create a new worksheet or update an existing worksheet.
4. Click the Export button.
5. QuickBooks exports all item fields, except for Reimbursable Charge and As Of (Date) fields.  They are listed below.
6. Open the Excel file.  Make sure each column contains the same type of data.  For example, the item numbers should all be contained in the same column.  Manually move data around, if necessary.  You also have the opportunity to make any changes to the item information, if desired.  For example, you can make some aspelling corrections.

• TYPE
• NAME
• DESCRIPTION
• TAX CODE
• ACCOUNT
• EXPENSE/COGS ACCOUNT
• ASSET ACCOUNT
• DEPOSIT TO (ACCOUNT)
• DESCRIPTION ON PURCHASE TRANSACTIONS
• ON HAND
• U/M
• U/M SET
• COST
• PREFERRED VENDOR
• TAX AGENCY
• PRICE/AMOUNT or %/RATE
• ITEM IS INACTIVE
• REORDER POINT
• TOTAL VALUE
• PAYMENT METHOD

Once you are ready, make sure the import file is not open in Excel.  Open the Import Wizard from the Admin menu within Savance Enterprise.  For Import Type, choose Inventory.

Specify the Excel file and the name of the worksheet.

Map the Savance Enterprise columns to the columns in the Excel spreadsheet.  The mappings you will want to use are below.  Not all fields from your QuickBooks export file will be used.

Download Item Template

Hit the Preview Results button to see how everything will look.  Make sure all the data lines up properly.

Hit the Save Source Columns & Formulas button and give it a name to save your template for later use.  Hit the Next button.

The import file and information will be sent to the Savance Server for processing.  To check the progress, go to the Import History option under the Admin menu.  Once the import is complete, the Status will be set as Finished Processing.  Once you see that, all your vendors will be available for you to use in Savance Enterprise.