Import inventory assembly items into QuickBooks

You can import inventory assembly items from text files or from Excel spreadsheets directly into QuickBooks using theZed Axis software. Download and install the Zed Axis software on your computer.

  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:

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

Sample Template file Item_InventoryAssembly.txt

 

Import Assembly Items

QuickBooks fields Format Description 
 Name Str 31 Name of the assembly item not including parent
 IsActive Bool Whether the item is active or inactive in QuickBooks (true or false)
 ParentFullName Str Parent Name of the assembly item (subitem of)
 UnitOfMeasure Str 31 The unit of measure for the item
 IsTaxIncluded Bool If tax is included in prices and cost (CA, UK & AU only)
 SalesTaxCode Str 3 Default tax code for the item
 SalesDesc Str 4095 Selling description for the item
 SalesPrice Price Price of the item when sold
 IncomeAccount Str 159 Name of the income account
 PurchaseDesc Str 4095 Purchase description for the item
 PurchaseCost Price Cost of the item when purchased
 PurchaseTaxCode Str 3 Tax code used when purchasing item
 COGSAccount Str 159 Cost of goods sold account used when purchasing item
 PrefVendor Str 41 Name of the preferred vendor of the item
 AssetAccount Str 159 Asset account used for the item
 BuildPoint Quant Quantity at which items are prompted for assembly
 QuantityOnHand Quant Quantity of items held in available stock
 TotalValue Amt Current value of items held in stock
 InventoryDate Date Date of valuation
 LineItemInventoryName Str 159 Name of the item used in Bill of Materials for Assembly item
 LIneQuantity Quant Number of the line item used in the Bill of Materials

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How do you import multiple line item inventory name & quantity?
Sarah Meiers (December 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 (February 26 at 11:11 PM)

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