Importing transactions with Units of measure into QuickBooks

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When importing transactions into QuickBooks you can specify the unit of measure (UOM) in the transaction line detail along with the quantity.  When importing UOM it is important to consider the following to ensure a successful import:
  • You must specify a unit that is in the U/M set associated to that item in QuickBooks, if not then the import will fail.
  • You need to use the name of the Unit of Measure ie each, box, pair, dozen etc...
  • If the company file is enabled only for single unit of measure per item, the U/M must be the name of the base unit.
  • The quantity field must always be associated to the base unit; for example, Suppose your base unit is one dozen (eggs). If you order a quantity of 3 and set the units to the related unit of crate (a crate having 10 dozen eggs), then QuickBooks automatically recalculates the quantity to a value of 0.3 because the order now uses the unit crate! It does this calculation using the conversion ratio of that related unit.
UOM
 
 
If you continue to experience an error when importing units of measure into QuickBooks please raise a ticket with Zed support and provide as much detail as you can to what you are importing and what you want to achieve in QuickBooks and we will endeavour to assist
Article ID: 116, , Modified: 2/20/2020 at 6:05 AM

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