Import inventory assembly items into QuickBooks

You can import inventory assembly items from text files or from Excel spreadsheets directly into QuickBooks using theZed 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 inventory assembly items that you want to import.
  3. Set up the a Mapping of the columns in your inventory items import file to the corresponding fields in QuickBooks
  4. Click Import and your inventory assembly items will be directly added to your QuickBooks company file:

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

Item Inventory Assembly Sample File

 

Import Assembly Items

QuickBooks fields  Format  Description 
 Name  Str 31  Name of the assembly item not including parent
 IsActive  Bool  Whether the item is active or inactive in QuickBooks (true or false)
 ParentFullName  Str  Parent Name of the assembly item (subitem of)
 UnitOfMeasure  Str 31  The unit of measure for the item
 IsTaxIncluded  Bool  If tax is included in prices and cost (CA, UK & AU only)
 SalesTaxCode  Str 3  Default tax code for the item
 SalesDesc  Str 4095  Selling description for the item
 SalesPrice  Price  Price of the item when sold
 IncomeAccount  Str 159  Name of the income account
 PurchaseDesc  Str 4095  Purchase description for the item
 PurchaseCost  Price  Cost of the item when purchased
 PurchaseTaxCode  Str 3  Tax code used when purchasing item
 COGSAccount  Str 159  Cost of goods sold account used when purchasing item
 PrefVendor  Str 41  Name of the preferred vendor of the item
 AssetAccount  Str 159  Asset account used for the item
 BuildPoint  Quant  Quantity at which items are prompted for assembly
 QuantityOnHand  Quant  Quantity of items held in available stock
 TotalValue  Amt  Current value of items held in stock
 InventoryDate  Date  Date of valuation
 LineItemInventoryName  Str 159  Name of the item used in Bill of Materials for Assembly item
 LIneQuantity  Quant  Number of the line item used in the Bill of Materials
 

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