Importing estimates into QuickBooks

You can import estimates 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

1. Open your QuickBooks company file as Administrator and open Zed Axis
2. Select your text file or spreadsheet which contains the estimates that you want to import.
3. Set up the a Mapping of the columns in your estimates import file to the corresponding fields in QuickBooks
4. Click Import and your estimates will be directly added to your QuickBooks company file:

For more information about importing estimates into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

QuickBooks field	Type	Description
CustomerName	Str 209	MANDATORY FIELD - Customer Full Name as appears in QuickBooks ie ACME Inc:Project 101:Job A ,colons are used as a separators. If Axis cannot find a Customer then it will create a new customer record.
ClassRef	Str 159	Full class name
TemplateRef	Str 31	Refers to one of the QuickBooks templates
TxnDate	Date	Date of the transaction
EstimateRefNumber	Str 11	Reference number for the estimate - MANDATORY
BillAddress......	Str	Billing address block see importing addresses
BillNote	Str 41	Note that appears at the bottome of the billing address
Phone	Str	Customers phone number
Fax	Str	Customers fax number
Email	Str	Customer email address
ShipAddress.....	Str	Shipping address block see importing addresses
ShipNote	Str 41	Note that appears at the bottome of the shipping address
IsActive	Bool	Whether the estimate is active or not. (true of false)
PONumber	Str 25	Purchase Order Number
TermsRef	Str 31	Payment terms for the customer must match what is in the QuickBooks list
DueDate	Date	Date the estimate is due
SalesRep	Str 5	Abbreviated Sales Rep, must match QuickBooks
FOB	Str 13	Free on board
ItemSalesTaxRef	Str 31	Sales tax used for the whole estimate
Memo	Str 4095	Memo appears on estimate not on printed form
CustomerMsgRef	Str 101	Customer message must match list in QuickBooks
IsToBeEmailed	Bool	Whether item is to be emailed (true or false)
IsTaxIncluded	Bool	Whether the amount included tax or not (CA, UK AU only) (true or false)
CustomerSalesTax	Str 3	Sales tax code for the customer
ExchangeRate	Float	Exchange rate if using multicurrency
ItemRef	Str	Full item code of the item being sold
Description	Str 4095	Description of the line item being sold
Quantity	Quan	Quantity sold
UnitOfMeasure	Str 31	Unit of measure used
Rate	Price	Rate or price of item sold
LineClass	Str 159	Class used at the line level (must match QuickBooks class)
Amount	Amt	Amount of item sold
InventorySiteRef	Str 31	Inventory location of the item sold (must match QuickBooks list)
SalesTaxCode	Str 3	Sales tax used for the item
MarkupRate	Price	Amount item marked up
MarkupRatePercent	Percent	Percentage the item is marked up

Article ID: 96, Created On: 10/21/2011, Modified: 12/15/2011