Before importing transactions or lists into QuickBooks for the first time you need to have set the default settings
for creating new items in QuickBooks
. This is required because during the import validation phase Zed Axis will check to make sure that the item that you are trying to import already exists in QuickBooks, if it cannot find a match it will create a new item, to do this it must set the Type of item (ie Inventory, Non Inventory, and Service), and the corresponding Income, COGS, and Asset account. Once these are set per company file you do not need to do that again. To set the default account settings follow these steps:
- Open Zed Axis and connect to your QuickBooks company file
- In the import tab area, click the More Options button.
- Select the create item default settings and click OK