Import custom fields into QuickBooks

You can import custom fields into QuickBooks from Text files or Excel spreadsheets directly using the Zed 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 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:

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

Import custom fields into QuickBooks

QuickBooks fieldFormatDescription
DataExtNameStr 31Name or label for the custom field (please note: must match case used in QuickBooks ie Capital and lowercase characters)
ListDataExtTypeEnum The 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.. 
DataExtValueStr 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


Add Feedback
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)

Add Feedback