How to group lines or rows for the same transaction


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.

Import file


The transactions I would like to import are date-stamped, with multiple rows per day that should end up together on one transaction. Is there a way to import my line data into one transaction for that day, but still have the next automatically assigned reference number in Quickbooks?
Michelle Norris (6/8/2012 at 8:40 PM)
Yes, if you select the option for Auto-numbering then Axis will use the next sequential number in QuickBooks.
Steve (2/19/2014 at 4:07 AM)
I would like to upload AR Invoices with sections of grouped rows with subtotals and a space between each set of rows. I can upload the subtotals, but is there a way for me to upload the blank lines between each section?

I also would like to include just text in the Description column as a header for each section, is there a way to do that?

I am on Quickbooks Desktop.

Adam Haney (8/20/2019 at 2:42 PM)