How to import sales tax item lists into QuickBooks

You can import sales tax items into QuickBooks from text files or Excel spreadsheets using Zed Axis:

  1. Download and install the Zed Axis software on your computer
  2. Open your QuickBooks company file as Administrator and open Zed Axis
  3. Select your text file or spreadsheet which contains the sales tax items that you want to import.
  4. Set up the a Mapping of the columns in your sales tax items list import file to the corresponding fields in QuickBooks, as shown below
  5. Click Import and your sales tax item items will be directly added to your QuickBooks company file.
tax item list

QuickBooks field Type Description
 Name Str 31  Name of the sales tax item
 IsActive true or false Whether the item is active
Item Desc  Str 4095 The description of the sale tax item
Tax Rate  Percent The tax rate, if non zero you must specify a Tax Vendor
Tax Vendor Full Name Str 41 The tax agency to whom taxes collected are owned
Sales Tax Return Line Str 41 The tax return line to be used (CA, UK and AU only)

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