Import inventory transfers into QuickBooks

Overview of Importing inventory transfers

In QuickBooks Enterprise inventory transfer transactions are used to record the movement of inventory items from one warehouse (Inventory location) to another warehouse.  With Zed Axis you can import inventory transfers into QuickBooks Enterprise 11 and up from text files or Excel spreadsheets. You must have the inventory site feature enabled in your QuickBooks Enterprise company file.

Steps to import inventory transfers

Follow these steps:
  1. Download and install the Zed Axis software on your computer
  2. Open your QuickBooks Enterprise company file as Administrator and open Zed Axis
  3. Select your text file or spreadsheet which contains the inventory transfers that you want to import.
  4. Set up the a Mapping of the columns in your inventory transfer import file to the corresponding fields in QuickBooks, as shown below
  5. Click Import and your inventory transfers will be directly added to your QuickBooks company file.

More help?


Where the fields appear in QuickBooks Enterprise

QuickBooks Inventory Transfer

Detailed description of the fields in QuickBooks Enterprise 

QuickBooks FieldType Description 
Txn DateDate  The date of the transaction
Ref Number Str 11Mandatory Reference number
From Inventory Site  Str 31 Inventory site items transferred from as appears in QuickBooks 
To Inventory Site Str 31 Inventory site items transferred to as appears in QuickBooks more here
From Inventory Site Location Str 31 Inventory site bin location transferred from as appears in QuickBooks
To Inventory Site Location Str 31 Inventory site bin location transferred to as appears in QuickBooks more here
Memo Str 4095 Additional information 
Item Ref Str Full name of the item being transferred
Quantity To TransferQuanMandatory Quantity being transferred
Serial NumberStr 4095Serial number of the items being transferred, serial numbers must already exist in QuickBooks. (separate multiple serial numbers with commas ie 344589940456,7889098755) more here
Lot NumberStr 40Lot number of the items being transferred more here

 

Troubleshooting common errors:

Error: You must assign a location to every line item with an inventory or assembly item.  This error occurs because the fields for FromInventorySiteLocation or ToInventorySiteLocation have not been mapped or the location is not found, QuickBooks requires these fields for an Inventory transfer if site and bin location tracking are switched on in the Inventory preferences.

 

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this is very outdated.. no bins
Joseph Policastri (June 2, 2015 at 1:11 PM)
Bins are named as InventorySiteLocations but they may not yet be implemented in the QuickBooks API yet so it may not appear
Steve (November 19, 2015 at 3:39 AM)
OK Bins have been added and are now importing in to QuickBooks Enterprise 18
Steve (December 10, 2018 at 4:04 AM)

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