Import custom fields into QuickBooks

Axis

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

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

Sample Custom Field Import File
 

Import custom fields

QuickBooks field Format Description
DataExtName Str 31 Name or label for the custom field (please note: must match case used in QuickBooks ie Capital and lowercase characters)
ListDataExtType Enum  The type of list must be either (Account, Customer, Employee, Item, OtherName, Vendor)
Full Name Str 159 The list full name or item ie account name, customer name, employee name etc.. 
DataExtValue Str 255 The custom field value (max 255)
 

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Can you clarify the ListDataExtType? You say examples like Item, Customer etc.. but on the screen shot it's Inventory Part. Does it want Inventory, Non-Inventory, or just Item?
Chris Kennedy (June 18, 2016 at 12:01 PM)
Just Item
Steve (August 4, 2016 at 7:48 PM)

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