Import inventory transfers into QuickBooks

Axis

You can import inventory transfers in QuickBooks (Enterprise 11 and up) from text files or Excel spreadsheets into QuickBooks (Enterprise 11 and up) using Zed Axis:

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

 

 QuickBooks Field Type  Description 
 TxnDate Date   The date of the transaction
 RefNumber  Str 11  Reference number
 FromInventorySite  Str 31  Inventory site items transferred from as appears in QuickBooks
 ToInventorySite  Str 31  Inventory site items transferred to as appears in QuickBooks
 FromInventorySiteLocation  Str 31  Inventory site bin location transferred from as appears in QuickBooks
 ToInventorySiteLocation  Str 31  Inventory site bin location transferred to as appears in QuickBooks
 Memo  Str 4095  Additional information 
 ItemRef  Str  Full name of the item being transferred
 Quantity  Quan  Quantity being transferred

 

Troubleshooting common errors:

Error: You must assign a location to every line item with an inventory or assembly item.  This error occurs because the fields for FromInventorySiteLocation or ToInventorySiteLocation have not been mapped or the location is not found, QuickBooks requires these fields for an Inventory transfer if site and bin location tracking are switched on in the Inventory preferences.

 

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this is very outdated.. no bins
Joseph Policastri (June 2, 2015 at 9:11 AM)
Bins are named as InventorySiteLocations but they may not yet be implemented in the QuickBooks API yet so it may not appear
Steve (November 18, 2015 at 10:39 PM)

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