Import estimates into QuickBooks Online

Axis
You can import estimates into QuickBooks Online from text files and Excel file using the Zed Axis import utility.  Follow the standard steps to open the file you wish to import into QuickBooks Online, map the fields as shown in the diagrams and tables below and import directly in.
 
 
QuickBooks Online Field Format Description
DocNumber Str 21 MANDATORY FIELD - Estimate Reference number, duplicate DocNumbers are accepted in QuickBooks, see also Auto Numbering
Txn Date date The date of the estimate, If you leave TxnDate out the mapping, the current date in QuickBooks Online will be used.
Department Ref Str Name of the department
PrivateNote Str 4000 User entered, organization-private note about the transaction. This note will not appear on the transaction records by default.
Custom1   Custom Field1
Custom2   Custom Field2
Custom3   Custom Field3
TxnStatus Enum Status of the etimate - Accepted, Closed, Pending, Rejected
Line Description Str 4000 A descriptive text field for the Item
Line Amount Num 10.5 MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price
Line SalesItem Ref   MANDATORY FIELD - The name of the item sold
Line SalesItem Class   Class for the line item
Line SalesItem Unit Price Decimal Unit price of the item
Line SalesItem Qty Decimal Number of items sold
Line SalesItem TaxCode   Tax code used for the item
Line SalesItem ServiceDate Date Date that the service was performed
Line Discount Amount   The amount of the discount
Line Discount PercentBased Boolean True if discount is a percent, False if based on amount
Line Discount Percent   Percentage by which amount due is discounted for 8.5% use 8.5
Line Discount Account   Account used to track discounts
Txn Tax Code Name   Reference to the transaction tax code
CustomerFullQualified Name   Full name of the customer or job
Customer Memo Chars 1000 User entered message appears on the printed estimate
BillAddr1.. etc   Billing Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
ShipAddr1.. etc   Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
Class Ref   Reference to the class at the header
Sales Terms   Reference to the terms for the sale
Global Tax Calculation   Method to which tax is applied - TaxExcluded, TaxInclusive or NotApplicable
Ship Method   Method of shipment used
Ship Date Date Date the transaction was shipped
Print Status Enum Printing status of the invoice - NotSet, NeedToPrint, PrintComplete
Email Status   Email status fo the invoice - NotSet, NeedToSend, EmailSent
Bill Email   Email address where the invoice is sent
Expiration   Date the estimate must be accepted by before it expires
AcceptedBy   Name of the customer who accepted the estimate
AcceptedDate   Date the estimate was accepted

 

By Steve Batten

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