Import invoices in batch with Zed Axis

Importing invoices from Excel or Text files into QuickBooks Desktop


Steps to import invoices into QuickBooks Desktop

In QuickBooks Desktop an Invoice is a record of a sale to a customer who has purchased products or services from a you but did not pay in full at the time of the sale (if paid in full at time of sale then it is better to record that as a Sales Receipt). You can import invoices in batch into QuickBooks Desktop from text files or Excel spreadsheets using Zed Axis software.

  1. Open QuickBooks Desktop and login as the Administrator to the company file you want to import into (you only need to login as an Administrator the first time you connect)
  2. Open Zed Axis and then select the Connections tab then QuickBooks Desktop and click Connect
  3. In the import tab click Browse and select the text, Excel or IIF file that you want to import into QuickBooks Desktop.
  4. Select the option to Create a mapping of the columns in your invoice import file to the corresponding fields in QuickBooks
  5. Finally, click Import and your invoices will be directly added to your QuickBooks Desktop company file.

Watch the demo to see a step by step demonstration of the process.

  • Skills:

    • Import
    • QuickBooks Desktop
  • Import into:

    QuickBooks Desktop