Importing bills into QuickBooks

You can import bills from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software.

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 bills that you want to import.
4. Set up the a Mapping of the columns in your bills import file to the corresponding fields in QuickBooks, as shown below.
5. Click Import and your bills will be directly added to your QuickBooks company file.

For more information about importing bills into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support. The following fields are the principal fields when importing bills into QuickBooks.

Download a sample bill import tab delimited text file

QuickBooks field	Type	Description
VendorName	Str41	Name of vendor company, MANDATORY
APAccount	Str159	Accounts payable file, if not mapped will default to AP Account
TxnDate	Date	Date of the bill
DueDate	Date	Date the bill is due for payment
RefNumber	Str20	Reference number of the bill
Terms	Str31	Vendors payment terms
Memo	Str4095	Memo for the bill
IsTaxIncluded	Bool	true or false - When tax is included in amounts (CA, UK and AU only)
ExchangeRate	Float	Exchange rate to home currency
LinkToTxnID	Guid	Linking transactoin ID
Account	Str159	Expenses Account (from Chart of Account list)
ExpenseAmount	Amt	Amount for that line
ExpenseMemo	Str4095	Expense line memo
CustomerName	Str209	CustomerJob name
ClassName	Str159	Class name
ExpenseSalesTaxCode	Str3	Sales Tax code for the Expense account line
BillableStatus	Enum	Whether the line is Billable, NotBillable or HasBeenBilled
ItemFullName	Str	Item purchased on the bill
TxnID	guid	Transaction ID
TxnLineID	guid	Transaction Line ID
Description	Str4095	Description for the Item purchased
Quantity	Quan	Quantity of the item purchased
UnitOfMeasure	Str31	Unit of measure for the item purchased
Cost	Price	Cost of the item purchased
ItemAmount	Amt	Line total of the item
ItemCustomer	Str209	CusotmerJob
ItemClass	Str159	Class of line item
ItemSalesTaxCode	Str3	Item sales tax code, true or false - When tax is included in amounts (CA, UK and AU only)
ItemBillableStatus	enum	Item billable status Billable, NotBillable or HasBeenBilled
OverrideItemAccount

Article ID: 81, Created On: 10/21/2011, Modified: 10/21/2011