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Importing service items into QuickBooks

You can import service items into QuickBooks from text files or Excel spreadsheets using Zed Axis:

  1. Download and install the Zed Axis software on your computer
  2. Open your QuickBooks company file as Administrator and open Zed Axis
  3. Select your text file or spreadsheet which contains the service items that you want to import.
  4. Set up the a Mapping of the columns in your service item import file to the corresponding fields in QuickBooks, as shown below
  5. Click Import and your service items will be directly added to your QuickBooks company file.

QuickBooks field  Type  Description 
 Name  Str 31  Name of the service item
 IsActive  true or false  Whether the item is active 
 ParentFullName  Str  Parent name of the service item ie Subitem 
 UnitOfMeasure  Str 31  Unit of measure of the service item
 IsTaxIncluded  true or false  If price and cost includes tax (CA, UK AU only)
 SalesTaxCode  Str 3  Sales tax code
 SalesOrPurchaseDesc  Str 4095  Description of the service item  (non purchased)
 SalesOrPurchasePrice  Price Price of the item (non purchased) 
 SalesOrPurchasePercent  Percent Percantage charged 
 SalesOrPurchaseAccount  Str 159  Account associated with service item
 SalesAndPurchaseSalesDesc  Str 4095  Sales description for service item
 SalesAndPurchaseSalesPrice  Price  Sale price for service item
 SalesAndPurchaseIncomeAccount  Str 159  Income account assocaited to service item
 SalesAndPurchasePurchaseDesc  Str 4095  Purchase description for service item
 SalesAndPurchasePruchaseCost  Price  Purchase cost for service item
 SalesAndPurchasePurchaseTaxCode  Str 3  Purchase Tax code
 SalesAndPurchaseExpenseAccount  Str 159  Expense Account associated for service item
 SalesAndPurchasePrefVendor  Str 41  Preferred vendor for service item

Article ID: 141, Created On: 10/21/2011, Modified: 10/21/2011