You can import sales orders from text files or from Excel spreadsheets directly into QuickBooks using the
Zed Axis software.
- Download and install Zed Axis software on your computer
- Open your QuickBooks company file you want to import data into as Administrator and open Zed Axis
- Select your text file or spreadsheet which contains the sales orders that you want to import.
- Set up the a Mapping of the columns in your sales orders import file to the corresponding fields in QuickBooks, as shown below.
- Click Import and your sales orders will be directly added to your QuickBooks company file.
For more information about importing invoices into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support