Import QuickBooks Products into EmbTrak

·         From the EmbTrak Home Screen,  go to System à Import à QuickBooks à QuickBooks 2006 – 2014 Product Import

• As the Import program runs, a pop-up list displays the items that are being imported.  Inactive items are not eligible to be imported into EmbTrak.
  • Set Product Type and Size Type for items that have not been previously imported by clicking on the down arrow and picking the appropriate option.
  • If the Product Type is blank when the import program runs, an eror message will display that an item is missing a Product Type, giving a recommendation to fill in the missing information and retry the Import.
    • Click OK to continue.
    • The program will finish and not import the problem items.
    • To import the items, rerun the import program and complete the Product Type field
  • If the Size Type is blank when the import program runs, the item will import into EmbTrak with a blank for SizeType

• Once all items have a Product Type and Size Type, Click Continue.
• After the Import program completes, a dialog box displays, noting the total number of Products that were imported.  
                    

When the Product exists in QuickBooks, but not in EmbTrak

• The Import program will set the EmbTrak fields as follows: 

• Notes: 
  • If the Description on Sales Transaction is blank in QuickBooks, the Description in EmbTrak will remain blank.  
  • Product Syles and Product Pricing will not not be set up with the Import program.

When the Product exists in both QuickBooks and EmbTrak prior to Import

• Updates will occur when a product has a different QuickBooks Description.  The new description will carry over to EmbTrak.  
  • If this item exists on a Quote or Sales Order, the line item description will also be updated.