Import custom fields into QuickBooks

Overview of importing custom fields into QuickBooks desktop

In QuickBooks desktop custom fields are user specified data fields (data extensions) that can be attached to lists (ie Customer, Items, Accounts or Employees or to transactions. You can import custom fields on lists into QuickBooks from Text files or Excel spreadsheets directly using the Zed Axis software.

Steps to import Custom Fields

Follow these steps:
  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Select your text file or spreadsheet which contains the custom fields that you want to import.
  3. Set up the a Mapping of the columns in your custom fields import file to the corresponding fields in QuickBooks
  4. Click Import and your custom fields will be directly added to your QuickBooks company file:

More help?

For more information about importing custom fields into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support.
Sample Custom Field Import File


Watch a demonstration on how to import custom fields into lists



Where the fields appear

Import custom fields into QuickBooks

Detailed description of the fields

QuickBooks fieldFormatDescription
Data Ext NameStr 31Name or label for the custom field (please note: must match case used in QuickBooks ie Capital and lowercase characters)
List Data Ext TypeEnumThe type of list must be either (Account, Customer, Employee, Item, OtherName, Vendor)
Full NameStr 159The list full name or item ie account name, customer name, employee name etc..
Data Ext ValueStr 255The custom field value (max 255)
 

Troubleshooting common errors:

 
Error: DataExtName...  already exists - Please check to make sure that the name of the custom field matches the case-sensitive spelling in QuickBooks ie letters are upper case or lower case respectively

Error  Custom Field Values data format errors - Custom field data can be set to a specific format like Text, Numbers only, Dates, Multiple-choice list, Telephone formats.  If you import data to the custom field that is not in the correct data format then you will get an error. You can check the required format for the custom data field by editing the field definitions in QuickBooks

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Can you clarify the ListDataExtType? You say examples like Item, Customer etc.. but on the screen shot it's Inventory Part. Does it want Inventory, Non-Inventory, or just Item?
Chris Kennedy (June 18, 2016 at 4:01 PM)
Just Item
Steve (August 4, 2016 at 11:48 PM)

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