Import transactions from Excel or text files into QuickBooks

Zed Axis Version 9 - The best way to import transactions into QuickBooks

With Zed Axis you can quickly and easily import transactions from text or Excel spreadsheets directly into your QuickBooks company file, saving you hours in data entry and reducing costly mistakes.

Saves you hours in entering transactions into QuickBooks.
Automatically creates items, customers, or jobs if you haven’t got them set up in QuickBooks yet.
Saves your import settings making subsequent imports a breeze.
Supports comma, tab, and pipe delimited text formats and Excel spreadsheets.
Allows you to edit your data prior to importing it into QuickBooks.

How it worksFeaturesSystem requirementsSupport

With your QuickBooks company file open, launch the Axis Importer.
Connect to the your QuickBooks company file.
On the import tab select the location of the file that you want to import into QuickBooks
If the file is an Excel spreadsheet choose the worksheet that contains the data you want to import, or if it is a text based file select the data delimiter ie comma separated value, or tab.
Choose the a mapping to use or create a new mapping to map the columns in your import file to the corresponding fields in QuickBooks
Click the preview button to see the view the data you are about to import
When you are ready click on the OK button to commence the import, your data will be validated, any Customer:jobs or suppliers, or items that are not matched will be created in QuickBooks, once complete you will get a confirmation message.

Supported transaction types

You can import data for the following transaction types:

Invoices
Sales Receipts
Sales Orders
Estimates
Credit Memo/Adjustment Notes
Receive Payments

Deposits
Bills
Bill Payment - cheque
Bill Payment - credit card
Time Tracking
Supplier Credits
Cheques
Credit Card Charges
Credit Card Credit
Journal Entries with tax
Price level lists

Multiple import file formats supported

You can import data from Excel spreadsheets (97-2002, 2007 formats) or from text files as comma separated values (csv) or tab delimited.

Easily setup, and retrieve mappings

We made it easy to set up your QuickBooks mappings, so now you can save and retrieve your mapping easily as Axis keeps all you mappings in one place. All you need to do is select the saved mapping from a list.

Preview and data validations

Data is validated prior to import using the latest QuickBooks specification and according the version of QuickBooks you are importing into, to make it easier to troubleshoot potential errors and smooth the import process.

When you preview the data to be imported you can maximize the window, reset the width of columns, sort the order of columns, edit data directly and delete rows making it easier to tidy up data prior to import.

Error reporting is written in a language you understand, meaning you are more likely to correct potential errors. Error reporting identifies specifically where the error occurred so you can easily find it in your import file.

Advanced options

Convert gross amounts to net
Set up default accounts when creating items

System Requirements

QuickBooks 2007 - upwards, Pro to Enterprise Country editions US, Canada, UK

QuickBooks 2008/09 - Upwards, Pro to Enterprise Country editions , Australia, New Zealand, Singapore and South African versions

Windows XP, Vista. (32 bit)

Support

Free support is available, via the following options Zed Support