Importing inventory items into QuickBooks

You can import inventory items from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software. Download and install the Zed Axis software on your computer.

1. Open your QuickBooks company file as Administrator and open Zed Axis
2. Select your text file or spreadsheet which contains the inventory items that you want to import.
3. Set up the a Mapping of the columns in your inventory items import file to the corresponding fields in QuickBooks
4. Click Import and your inventory items will be directly added to your QuickBooks company file:

For more information about importing inventory items into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

QuickBooks field	Type	Description
Name	str 31	MANDATORY: The name of the inventory item as it appears in QuickBooks, name must be unique unless it has a Parent Ref. For example if the Item Full Name is Widgit:Green:Small then the Name is Small
IsActive	true or false	Whether the item is currently enabled for use by QuickBooks.  The default is true
ParentFullName	str	The parent name of the inventory item name, referred to as Subitem in QuickBooks item list, For example if the Item Full Name is Widgit:Green:Small then the parent name is Widgit:Green
Manufacturer Part Number	str 31	The part number used by the manufacturer of the item
Unit of Measure Set Name	str 31	The unit of measure set consists of a base unit and a number of related units
Is Tax Included	true or false	Whether Prices includes tax or not.  Only supported in CA, UK and AU versions of QuickBooks
Sales Tax Code	str 3	Tax code for the item used when selling
Sales Desc	str 4095	Description used when the item is sold
Sales Price	price	Price charged for the item
Income Account	str 159	MANDATORY: Refers to the Income account used when the item is sold
Purchase Desc	str 4095	Description used for the item when bought
Purchase Price	price	Price of the item when bought
Purchase Tax Code	str 3	Tax code used when the item is bought
COGS Account	str 159	MANDATORY: Refers to the account that QuickBooks uses to track the original cost of the goods when bought
Pref Vendor	str 41	Name of the vendor as appear in QuickBooks where the item is ususally pruchased from
Asset Account	str 159	MANDATORY: Asset account for the inventory item
Reorder Point	quan	Minimum quantity that stock falls to before item needs to be reordered
Quantity On Hand	quan	Quantity held in available stock
Total Value	amt	Total value of stock held
Inventory Date	date	Date of valuation

Article ID: 137, Created On: 10/21/2011, Modified: 4/10/2012