Import products and services lists into QuickBooks Online

You can import product and services lists from text, Excel and IIF files into QuickBooks Online using Zed Axis.  The benefits of using Zed Axis over using QuickBooks Online are:
 
  • Import Products and Services with up to five levels (ie Category:Sub Category:Sub Category:Sub Category:Name)
  • You can update existing products and services in QBO
 
To import a list of products and services into QuickBooks Online please follow these steps;
  1. Open Zed Axis and connect to your QuickBooks Online company file
  2. In the import module open the file that contains the list of products and services you want to import
  3. Create a map between the columns in your import file and the corresponding fields in QuickBooks, for more information about those fields please refer to the table at the end of this article.
 
 
QuickBooks Field Format Description
Name Str 100 Name of the product or service (must be unique)
Description Str 4000 Description of the product or service
Active Bool Whether the product or service is enabled (true or false)
FullyQualifiedName Str MANDATORY - Full name of the product or service (ie Feature:Water:Fountains:Marble fountain 3ft ) more on full name here, lowest level must be unique
Taxable Bool Transactions for this product or service are taxable (US editions only) (true or false)
SalesTaxIncluded Bool Whether sales tax is included in the Unit Price (true or false) (non US editions only)
Unit Price Dec Unit price of the product or service in home currency
Rate Percent percent Rate used for discount (use decimal percent ie 0.3 = 30%)
Type enum Type of product or service to create (values Inventory or Service)  depending on type set you must map the following
Inventory you must specify
Service - not tracked as inventory
Income Account Ref Str Income account that records the proceeds when product of service is sold
Purchase Desc Str 100 Purchase description for the product or service
Purchase Tax Included Bool Whether Tax is included in the purchase cost of the product or service (true or false) (non US editions only)
Purchase Cost Dec Cost to purchase the product or service
Expense Account Ref Str Expense account used to pay the vendor
Asset Account Ref Str Inventory Asset account to track the value of products
Track Qty On Hand Bool Whether the quantity hand is to be tracked, cannot be changed once true (true or false)
Qty On Hand Dec Quantity of the product available for sale (only for Inventory types)
Sales Tax Code Ref Str Sales Tax Code used for the product or service
Purchase Tax Code Ref Str Purchase Tax Code used for the product or service
Inv Start Date Date Date of opening balance for the inventory transaction

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