You can import purchase orders 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
- Open your QuickBooks company file as Administrator and open Zed Axis
- Select your text file or spreadsheet which contains the purchase orders that you want to import.
- Set up the a Mapping of the columns in your purchase order import file to the corresponding fields in QuickBooks, as shown below
- Click Import and your purchase 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.
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QuickBooks Field
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Max
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Description
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VendorRef
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41 Chars
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A vendor is any person or company from whom a small business owner buys goods and services. (Banks and tax agencies usually are included on the vendor list.)
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TxnDate
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The date of the transaction. In some cases, if you leave TxnDate out of an -Add message, QuickBooks will prefill TxnDate with the date of the last-saved transaction of the same type
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DueDate
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The date on which payment is due
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RefNumber
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11 Chars
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A string of characters that refers to this transaction and that can be arbitrarily changed by the QuickBooks user.
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TermsRef
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31 Chars
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Refers to the payment terms associated with this entity. (This will be an item on the DateDrivenTerms or StandardTerms list.)
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Memo
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4095 Chars
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IsTaxIncluded
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Examples of acceptable values include true or false
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SalesTaxCodeRef
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3 Chars
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Each item on a sales form is assigned a sales-tax code that indicates whether the item is taxable or non-taxable, and why (US)
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ItemRef
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QuickBooks Stock Item
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Desc
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4095
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Descriptive text field
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Quantity
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UnitOfMeasure
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31
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In a transaction line item, the name of the unit of measure selected from within the items available units.
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Rate
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If both Quantity and Amount are specified, QuickBooks will use them to calculate Cost. Likewise, if both Quantity and Cost are specified, QuickBooks will use them to calculate the total Amount.
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Amount
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ClassRef
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159
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Classes can be used to separate transactions into meaningful categories. (For example, transactions could be classified according to department, business location, or type of work.) In QuickBooks, class tracking is off by default.
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SalesTaxCodeRef
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Each item on a sales form is assigned a sales-tax code that indicates whether the item is taxable or non-taxable, and why
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Article ID: 72, Created On: 10/21/2011, Modified: 1/30/2012