How to set default account settings


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.  

Steps to set the Create Items settings

To set the default account settings follow these steps:
  1. Open Zed Axis and connect to your QuickBooks company file
  2. In the import tab area, click the More Options button.
  3. Select the create item default settings and click OK

If you do not want Axis to create unmatched items then you have the option to check the Skip List Validation phase and Axis will just attempt to import items without validating those and if they are unmatched you will get an error message and the transaction will not import.  


How does this work if I am trying to have it automatically add a new customer? Where are the settings to make it do this?
Lerrina Collins (10/2/2020 at 9:59 PM)
Hi Lerrina, There are no account or settings required to create a new customer unless you are creating a non home currency customer in which case Axis uses the Currency Ref setting to set that.
Steve (10/15/2021 at 3:45 AM)