You can import custom fields from text files or Excel spreadsheets directly into QuickBooks using the Zed Axis software. Download and install the Zed Axis software on your computer.
- Open your QuickBooks company file as Administrator and open Zed Axis
- Select your text file or spreadsheet which contains the custom fields that you want to import.
- Set up the a Mapping of the columns in your custom fields import file to the corresponding fields in QuickBooks
- 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
||Name or label for the custom field (please note: must match case used in QuickBooks ie Capital and lowercase characters)
||The type of list must be either (Account, Customer, Employee, Item, OtherName, Vendor)
||The list full name or item ie account name, customer name, employee name etc..
||The 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