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.
- 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
|DataExtName||Str 31||Name or label for the custom field (please note: must match case used in QuickBooks ie Capital and lowercase characters)|
|ListDataExtType||Enum ||The type of list must be either (Account, Customer, Employee, Item, OtherName, Vendor)|
|Full Name||Str 159||The list full name or item ie account name, customer name, employee name etc.. |
|DataExtValue||Str 255||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
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