You can import inventory adjustments 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 inventory adjustments that you want to import.
- Set up the a Mapping of the columns in your inventory adjustment import file to the corresponding fields in QuickBooks, as shown below
- Click Import and your inventory adjustments will be directly added to your QuickBooks company file.
For more information about importing inventory adjustments into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support.
Note: You can either do a Quantity Adjustment which either adds or subtracts, or sets a new quantity in QuickBooks, OR you can do a Value Adjustment that set the new $ value of the inventory and optionally the new quantity.
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QuickBooks field
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Max
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Description
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Account Ref
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159
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The Account list is the company files list of accounts, for a inventory adjustment would be the adjustment account.
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Txn Date
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The date of the transaction.
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Ref Number
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11
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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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CustomerRef
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209
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The customer list includes information about the QuickBooks users customers and the individual jobs that are being performed for them
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ClassRef
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159
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Classes can be used to separate transactions into meaningful categories.
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Memo
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4095
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ItemRef
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Item list in QuickBooks ie Inventory items
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QuantityAdj.New Quantity
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Adjusts the inventory quantity either by setting a new quantity or by adjusting the current quantity up or down
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QuantityAdjQuantityDifference
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Adjusts the inventory quantity either by setting a new quantity or by adjusting the current quantity up or down
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ValueAdjNewQuantity
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Adjusts the total value of these inventory items by setting a new monetary value, and optionally by setting a new quantity.
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ValueAdjNewValue
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Adjusts the total value of these inventory items by setting a new monetary value, and optionally by setting a new quantity.
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Article ID: 76, Created On: 10/21/2011, Modified: 10/21/2011