In order to group rows or lines of data in your import file so they appear on the same transaction in QuickBooks.
Axis determines which lines or rows to group together based on the Reference Number
(RefNumber) or DocNumber
field (or TxnID if you are importing Deposits), if the same number is used on consecutive rows or lines then Axis will group them together on the same transaction. If the reference number field is not
mapped or no data is contained in this field then Axis will by default generate a separate
transaction in QuickBooks for each row or line in your import file.Example:
In the example below the import file contains three rows in the Ref Number
column which we have mapped to RefNumber
field in the invoice mapping, in this column there are two distinct values of 1005
, and two rows with 1006
. Once imported Axis will create two invoices the first invoice 1005
will have one line and the second 1006
with have two lines.