TSK-030: QB Import Files

Set up QuickBooks once (assemblies), then export each rep order as a Sales Order with matching PO number.

Step 1: Create New Items in QB

These items must exist in QuickBooks before importing assemblies. Add them manually or via CSV import.

SKU	Name	Type	QOH	Unit
IX-PLATE	IX Plate 9.5×12 (Turkey)	Inventory Part	3,650	Each

Step 2: Import 62 Board Assemblies (One-Time)

Each assembly = 1× IX Plate (IX-PLATE) + N× tiles. Import once — these define what each board is made of. QB “Build Assembly” auto-decrements both plate and tile inventory.

#	Assembly SKU	Name	Plate	Tile SKU	Tile Qty	Tile Unit
1	SB-01	Sabbia Arena 2.5×8 Sample Board	1×	S8028	3 pcs (0.3906 sqft)	sqft
2	SB-02	Sabbia Arena 4×4 Sample Board	1×	S8044	4 pcs (0.4444 sqft)	sqft
3	SB-03	Sabbia Cinnamon 2.5×8 Sample Board	1×	S8128	3 pcs (0.3906 sqft)	sqft
4	SB-04	Sabbia Cinnamon 4×4 Sample Board	1×	S8144	4 pcs (0.4444 sqft)	sqft
5	SB-05	Sabbia Silica White 2.5×8 Sample Board	1×	S8228	3 pcs (0.3906 sqft)	sqft
6	SB-06	Sabbia Silica White 4×4 Sample Board	1×	S8244	4 pcs (0.4444 sqft)	sqft
7	SB-07	Sabbia Terracotta 2.5×8 Sample Board	1×	S8328	3 pcs (0.3906 sqft)	sqft
8	SB-08	Sabbia Terracotta 4×4 Sample Board	1×	S8344	4 pcs (0.4444 sqft)	sqft
9	SB-09	Sabbia Weald Green 2.5×8 Sample Board	1×	S8428	3 pcs (0.3906 sqft)	sqft
10	SB-10	Sabbia Weald Green 4×4 Sample Board	1×	S8444	4 pcs (0.4444 sqft)	sqft
11	SB-11	Bohemian Bronze Green 2.5×8 Sample Board	1×	B7327135	3 pcs (0.3906 sqft)	sqft
12	SB-12	Bohemian Bronze Green 4×4 Sample Board	1×	B7344135	4 pcs (0.4444 sqft)	sqft
13	SB-13	Bohemian Charcoal 2.5×8 Sample Board	1×	B7527135	3 pcs (0.3906 sqft)	sqft
14	SB-14	Bohemian Charcoal 4×4 Sample Board	1×	B7544135	4 pcs (0.4444 sqft)	sqft
15	SB-15	Bohemian Coffee Quartz 2.5×8 Sample Board	1×	B7427135	3 pcs (0.3906 sqft)	sqft
16	SB-16	Bohemian Coffee Quartz 4×4 Sample Board	1×	B7444135	4 pcs (0.4444 sqft)	sqft
17	SB-17	Bohemian Cotton 2.5×8 Sample Board	1×	B7027135	3 pcs (0.3906 sqft)	sqft
18	SB-18	Bohemian Cotton 4×4 Sample Board	1×	B7044135	4 pcs (0.4444 sqft)	sqft
19	SB-19	Bohemian Dark Blue 2.5×8 Sample Board	1×	B7627135	3 pcs (0.3906 sqft)	sqft
20	SB-20	Bohemian Dark Blue 4×4 Sample Board	1×	B7644135	4 pcs (0.4444 sqft)	sqft
21	SB-21	Bohemian Mink 2.5×8 Sample Board	1×	B7227135	3 pcs (0.3906 sqft)	sqft
22	SB-22	Bohemian Mink 4×4 Sample Board	1×	B7244135	4 pcs (0.4444 sqft)	sqft
23	SB-23	Bohemian Peach 2.5×8 Sample Board	1×	B7127135	3 pcs (0.3906 sqft)	sqft
24	SB-24	Bohemian Peach 4×4 Sample Board	1×	B7144135	4 pcs (0.4444 sqft)	sqft
25	SB-25	Gleeze Giada 2×6 Sample Board	1×	PT63263D	4 pcs (0.3333 sqft)	sqft
26	SB-26	Gleeze Giada 4×4 Sample Board	1×	PT63443D	4 pcs (0.4444 sqft)	sqft
27	SB-27	Gleeze Grigio 2×6 Sample Board	1×	PT61263D	4 pcs (0.3333 sqft)	sqft
28	SB-28	Gleeze Grigio 4×4 Sample Board	1×	PT61443D	4 pcs (0.4444 sqft)	sqft
29	SB-29	Gleeze Bianco 2×6 Sample Board	1×	PT60263D	4 pcs (0.3333 sqft)	sqft
30	SB-30	Gleeze Bianco 4×4 Sample Board	1×	PT60443D	4 pcs (0.4444 sqft)	sqft
31	SB-31	Gleeze Beige 2×6 Sample Board	1×	PT64263D	4 pcs (0.3333 sqft)	sqft
32	SB-32	Gleeze Beige 4×4 Sample Board	1×	PT64443D	4 pcs (0.4444 sqft)	sqft
33	SB-33	Gleeze Turchese 2×6 Sample Board	1×	PT62263D	4 pcs (0.3333 sqft)	sqft
34	SB-34	Gleeze Turchese 4×4 Sample Board	1×	PT62443D	4 pcs (0.4444 sqft)	sqft
35	SB-35	Melange Bianco 4×4 Sample Board	1×	PT7044	4 pcs (0.4444 sqft)	sqft
36	SB-36	Melange Nero 4×4 Sample Board	1×	PT7344	4 pcs (0.4444 sqft)	sqft
37	SB-37	Melange Beige 4×4 Sample Board	1×	PT7644	4 pcs (0.4444 sqft)	sqft
38	SB-38	Melange Teal 4×4 Sample Board	1×	PT7144	4 pcs (0.4444 sqft)	sqft
39	SB-39	Melange Oltremare 4×4 Sample Board	1×	PT7244	4 pcs (0.4444 sqft)	sqft
40	SB-40	Melange Kaki 4×4 Sample Board	1×	PT7744	4 pcs (0.4444 sqft)	sqft
41	SB-41	Melange Bordeaux 4×4 Sample Board	1×	PT7844	4 pcs (0.4444 sqft)	sqft
42	SB-42	Melange Glicine 4×4 Sample Board	1×	PT7444	4 pcs (0.4444 sqft)	sqft
43	SB-43	Melange Acquamarina 4×4 Sample Board	1×	PT7544	4 pcs (0.4444 sqft)	sqft
44	SB-44	Atelier Blu 2×10 Sample Board	1×	PT23210	4 pcs (0.5556 sqft)	sqft
45	SB-45	Atelier Avio 2×10 Sample Board	1×	PT20210	4 pcs (0.5556 sqft)	sqft
46	SB-46	Atelier Beige 2×10 Sample Board	1×	PT21210	4 pcs (0.5556 sqft)	sqft
47	SB-47	Atelier Bianco 2×10 Sample Board	1×	PT22210	4 pcs (0.5556 sqft)	sqft
48	SB-48	Atelier Lino 2×10 Sample Board	1×	PT24210	4 pcs (0.5556 sqft)	sqft
49	SB-49	Atelier Nero 2×10 Sample Board	1×	PT25210	4 pcs (0.5556 sqft)	sqft
50	SB-50	Atelier Ocra 2×10 Sample Board	1×	PT26210	4 pcs (0.5556 sqft)	sqft
51	SB-51	Atelier Olivia 2×10 Sample Board	1×	PT27210	4 pcs (0.5556 sqft)	sqft
52	SB-52	Atelier Turchese 2×10 Sample Board	1×	PT28210	4 pcs (0.5556 sqft)	sqft
53	SB-53	Atelier Verde 2×10 Sample Board	1×	PT29210	4 pcs (0.5556 sqft)	sqft
54	SB-54	Pool & Spa Colonial Blue 6×6 Sample Board	1×	PT3266135	2 pcs (0.5000 sqft)	sqft
55	SB-55	Pool & Spa Indigo Matte 6×6 Sample Board	1×	PT3866125	2 pcs (0.5000 sqft)	sqft
56	SB-56	Pool & Spa Blue Night 6×6 Sample Board	1×	PT3566135	2 pcs (0.5000 sqft)	sqft
57	SB-57	Pool & Spa Shadow Matte 6×6 Sample Board	1×	PT3766125	2 pcs (0.5000 sqft)	sqft
58	SB-58	Pool & Spa Glacier 6×6 Sample Board	1×	PT4066135	2 pcs (0.5000 sqft)	sqft
59	SB-59	Pool & Spa Canvas Matte 6×6 Sample Board	1×	PT3166125	2 pcs (0.5000 sqft)	sqft
60	SB-60	Pool & Spa Jungle Matte 6×6 Sample Board	1×	PT3366125	2 pcs (0.5000 sqft)	sqft
61	SB-61	Pool & Spa Sky Blue 6×6 Sample Board	1×	PT3966135	2 pcs (0.5000 sqft)	sqft
62	SB-62	Pool & Spa Canvas 6×6 Sample Board	1×	PT3466135	2 pcs (0.5000 sqft)	sqft
63	SB-63	Pool & Spa Sea Matte 6×6 Sample Board	1×	PT3666125	2 pcs (0.5000 sqft)	sqft
64	SB-64	Pool & Spa Moss Green 6×6 Sample Board	1×	PT3066135	2 pcs (0.5000 sqft)	sqft

Step 3: Export Rep Orders as QB Sales Orders

When Josh orders boards through the dashboard, he gets a PO number (e.g., PO-ICON-20260330-0001). Download the Sales Order IIF for that PO → import into QB → look up the same PO number in QB to see exactly what Josh ordered. Build the assemblies to deduct inventory.

How It Works

One-Time Setup (Steps 1 & 2)

Create IX-PLATE in QB (or import the CSV)
Import qb-assemblies.iif — creates 62 board assembly items

Ongoing (Step 3 — per order)

Josh orders boards through the dashboard → gets PO-ICON-20260330-0001
Come here, click IIF next to that PO number
Import the IIF into QB → Sales Order appears with the same PO number
Build the assemblies in QB → plates and tiles auto-deduct from inventory
Look up any PO number in QB to see exactly what was ordered

Nothing changes about existing QB items. Assemblies only reference tile SKUs already in the system. Fully reversible.

See TSK-029 for BOM dashboard and inventory simulation