Import inventory assembly items into QuickBooks

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:
  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Select your text file or spreadsheet which contains the inventory assembly items that you want to import.
  3. Set up the a Mapping of the columns in your inventory items import file to the corresponding fields in QuickBooks
  4. 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

Import Assembly Items

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


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)