Can Item descriptions be imported?

  • Thread starter Ira Gershenhorn
  • Start date

I

Ira Gershenhorn

I reported this as a 'new' bug for QBPro2004 but on trying it with my 2002
version see that its really an old bug.

I cannot import Item Descriptions. In fact, reimporting an existing item
blanks out the current description.

I googled this and found the same issue in a message from 2/16/1998. Eeks.
Doesn't anyone care? I know that the Item description is just a default
used to fill Invoice Item split lines (SPL) and it can be overwritten, but
its a very useful default.

I tried with the Excel import but that was doing all kinds of whacky
unpredictable stuff so I gave up.

I'm going to try using QODBC and Access.
 
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I

Ira Gershenhorn

Qodbc (www.qodbc.com) and MS Access 97 did the trick. Unfortunate that it
has to be done this way.
I created a linked table in access to an external excel table containing the
FullName and the SalesOrPurchaseDesc.
I imported the definition of the ItemService table.
Then created an Update Query updating the description of the QB table to the
description in the Excel table when the FullName fields were the same.
FullName is the internal name of the Item code.
 
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I

Ira Gershenhorn

Here I reply to myself again. The result might prove helpful to someone.

I called Quickbooks and they explained to me what to do to perform an Excel
import. There was really one key issue.
Assign a column with contents of SERVICE to Type.

Here is the whole story. First I present the Excel import method, then the
SDK method which I also looked into.

Using Quickbooks Excel import
===================================
I created a mapping to import the Descriptions from an Excel worksheet. We
need just three fields.
INVITEMTYPE = SERVICE (normally is SERV in IIF export)
NAME = whatever was exported in IIF export
DESC = What we want the description to be
Map Import Type: Item as:
Type = INVITEMTYPE
Name = NAME
Description / Description on Sales Transactions = DESC

When prompted, choose 2nd choice of: Replace existing data with import data,
ignoring blank fields.

Using Quickbooks SDK 3.0 (free download)
===================================

1. Refer to DTD to determine format of Query, Add, Delete or Mod operation
DTD is at: f:\Program Files\Intuit\qbsdk3.0\doc\qbxmlops.xml
I used the ItemServiceMod operations.

2. Run Validator against the XML you want to use to see if its OK.
Validator is: f:\Program
Files\Intuit\qbsdk3.0\tools\validator\qbXMLValidator.exe
When it validates, you have a chance.

3. Might base the code on the samples at: f:\Program
Files\Intuit\qbsdk3.0\samples\xmlfiles
I eventually was successful with:
i:\usr\ps166\fo166\qbxml-samples\igmod-1.xml
Critical to success were the values of ListID and
EditSequence. These are available with an ItemServiceQuery request:
<?xml version="1.0"?>
<?qbxml version="2.0"?>
<QBXML>
<QBXMLMsgsRq onError="continueOnError">
<ItemServiceQueryRq requestID="2" />
</QBXMLMsgsRq>
</QBXML>

Here is my successful XML that I was able to use modify a description.
<?xml version="1.0"?>
<?qbxml version="2.0"?>
<QBXML>
<QBXMLMsgsRq onError="continueOnError">
<ItemServiceModRq>
<ItemServiceMod>
<ListID>1380000-1081269032</ListID>
<EditSequence>1081269032</EditSequence>
<SalesOrPurchaseMod>
<Desc>Uniform for TaeKwondo class</Desc>
</SalesOrPurchaseMod>
</ItemServiceMod>
</ItemServiceModRq>
</QBXMLMsgsRq>
</QBXML>

4. Submit the XML with the Test Submitter tool:
f:\Program Files\Intuit\qbsdk3.0\tools\SDKTest\ SDKTest.exe
 

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