Importing service items into QuickBooks

Axis

Overview of importing service items

In QuickBooks Desktop a service item is used to track services that can be purchased or sold. Using Zed Axis you can import service items into QuickBooks from text files or Excel spreadsheets.

Things to consider before importing


  • Importing service items with Purchase Information - when creating service items in QuickBooks you have the option to include purchase information if the service item is performed by a subcontractor or partner, if you need that then map the fields with start with Sale And Purchase... information otherwise use the fields labelled Sale Or Purchase...  you cannot use a combination of both.

Where the fields appear



Steps to import service items

Follow these steps:
  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 service items that you want to import.
  4. Set up the a Mapping of the columns in your service item import file to the corresponding fields in QuickBooks, as shown below
  5. Click Import and your service items will be directly added to your QuickBooks company file.


QuickBooks field Type Description 
 Name Str 31 Name of the service item
 Is Active true or false Whether the item is active 
 Parent Full Name Str Parent name of the service item ie Subitem 
 Unit Of Measure Str 31 Unit of measure of the service item
 Is Tax Included true or false If price and cost includes tax (CA, UK AU only)
 Sales Tax Code Str 3 Sales tax code
 Sales Or Purchase Desc Str 4095 Description of the service item (non purchased)
 Sales Or Purchase Price PricePrice of the item (non purchased) 
 Sales Or Purchase Percent PercentPercentage charged 
 Sales Or Purchase Account Str 159 Account associated with service item
 Sales And Purchase Sales Desc Str 4095 Sales description for service item
 Sales And Purchase Sales Price Price Sale price for service item
 Sales And Purchase Income Account Str 159 Income account associated to service item
 Sales And Purchase Purchase Desc Str 4095 Purchase description for service item
 Sales And Purchase Purchase Cost Price Purchase cost for service item
 Sales And Purchase Purchase Tax Code Str 3 Purchase Tax code
 Sales And Purchase Expense Account Str 159 Expense Account associated for service item
 Sales And Purchase Pref Vendor Str 41 Preferred vendor for service item
Article ID: 141, , Modified: 12/13/2023 at 10:45 PM

Feedback

Your example is good for AND, however, you also have OR...where would that be applied?
Bruce Peterka (12/14/2023 at 2:17 PM)

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