Overview of importing assembly items into QuickBooks Desktop

In QuickBooks Desktop an inventory assembly item is a product that you assemble from other inventory items that you sell. Using Zed Axis software you can import inventory assembly items from text files or from Excel spreadsheets directly into QuickBooks.

Steps to import assembly items

After downloading and installing the Zed Axis software on your computer. Follow these steps to import assembly items:

Open your QuickBooks company file as Administrator and open Zed Axis
Select your text file or spreadsheet which contains the inventory assembly items that you want to import.
Set up the a Mapping of the columns in your inventory items import file to the corresponding fields in QuickBooks
Click Import and your inventory assembly items will be directly added to your QuickBooks company file:

More help?

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

If you need to import the component items first them check the steps in this article. Download a Sample Template file Item_InventoryAssembly.txt

Where the fields appear in QuickBooks Desktop

Detailed description of the fields you can import

QuickBooks fields	Format	Description
Name	Str 31	Name of the assembly item not including parent
Is Active	Bool	Whether the item is active or inactive in QuickBooks (true or false)
Parent Full Name	Str	Parent Name of the assembly item (subitem of)
Unit Of Measure	Str 31	The unit of measure for the item
Is Tax Included	Bool	If tax is included in prices and cost (CA, UK & AU only)
Sales Tax Code	Str 3	Default tax code for the item
Sales Desc	Str 4095	Selling description for the item
Sales Price	Price	Price of the item when sold
Income Account	Str 159	Name of the income account
Purchase Desc	Str 4095	Purchase description for the item
Purchase Cost	Price	Cost of the item when purchased
Purchase Tax Code	Str 3	Tax code used when purchasing item
COGS Account	Str 159	Cost of goods sold account used when purchasing item
Pref Vendor	Str 41	Name of the preferred vendor of the item
Asset Account	Str 159	Asset account used for the item
Build Point	Quant	Quantity at which items are prompted for assembly
Quantity On Hand	Quant	Quantity of items held in available stock
Total Value	Amt	Current value of items held in stock
Inventory Date	Date	Date of valuation
Line Item Inventory Name	Str 159	Name of the item used in Bill of Materials for Assembly item
LIne Quantity	Quant	Number of the line item used in the Bill of Materials

Article ID: 155, Created: 10/21/2011 at 6:37 AM, Modified: 12/3/2020 at 12:35 AM

Feedback

How do you import multiple line item inventory name & quantity?
Sarah Meiers (12/26/2018 at 8:32 PM)

In order to group the Line Items together on the same Assembly the "Name" field for the Assembly is the same for all the rows, that is how Axis knows how to group them.
Steve (2/26/2019 at 11:11 PM)

Import inventory assembly items into QuickBooks