Financing, tax rates, and accounting
I'm unable to start the migration on inventory - I exported all columns and there is no such column called QB ListID and I'm on most updated version of QB POS 19. Do I just add a header on a blank column and upload? Hate to have to wait until Monday as I wanted to get this done tonight and tomorrow. Anyone know what QB ListID is? It doesn't explain it, just that its a required header.
Are you using the WB Migration app?
Yes I am - actually following the video they have - I tried the Vendor and Customer lists and they too fail looking for this unknown QB ListID header.
Just did a test inventory file of the headers and one item o, and added the header to the first blank column and it took it. Wondering if I just add it to all three, maybe it will go - I can't test one - it says I won't be able to upload customers or vendors if I try this 1 item.
In addition to the video, check the steps. They include more information. I missed one critical step left out of the video. No columns should be missing in the file you export from QB POS. Export again, don’t change anything before uploading to Shopify.
Thing is, there is no available column that is titled that, to export. We have our QB POS set not to transfer all the customer information, inventory items, etc over to quickbooks, just totals. I wonder if it just needs that column for when we do the Quickbooks Desktop exchange, in case we did use detailed information in Quickbooks? If I upload and it's wrong, I would think support could "format" or wipe out everything to try again. I look at the steps also in case it has anything. This error is mentioned, and it says to call Intuit for support, which I really don't want to do.
If it worked for one item, it should work. It will give an error message if it doesn’t. Why not change QB POS settings to allow all information to export?
I added the header QB List ID to the first empty column available in all 3 XLS files that were exported from QBPOS (I selected to export all and no QB ListID was there) and it took all 3 with no errors, and migration began. Started Migration at approximately 7:30pm EST - it's now 12:04PM next day, closing in on 15 hours. All customers have imported, all vendors, so it's still working on the inventory file which was about 49K lines and 8MB in size. I assume this time frame is normal as I came across a website saying it can take weeks to migrate in certain circumstances.
Great news!
@Danceman1 please could you clarify what you did to the exported files to achieve this? As I understand you added a column with the header "QB ListID" to the sheet? What do you mean when you say the first empty column available - assume at the end of the sheet? Trying this now and very grateful for your previous experience with this as I - similarly - really don't want to get online with support on this. 😄
Worked for me too, thanks so much!
Quickbooks uses ListID fields as the primary key in most of their internal data tables. For Customer records in POS the QB ListID field correlates to the ListID in the Quickbooks Customer table. If you're planning on have detailed records exchanged with Quickbooks, the QB ListID is used to match existing customer records. If you send an empty column you'll get lots of new (and often duplicate) customer records in Quickbooks.
If you use the I Want Too...Export to Excel function in QB POS there's a control to select an export template which specifies which columns to include. I had to create new templates for each of Customers, Inventory, and Vendors that contained All Fields, and then select that template when performing the export.
The default templates includes a limited set of columns, and omit QB ListID.
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