Import serial numbers into QuickBooks

Axis
It is possible in the Advanced Inventory part of QuickBooks Enterprise to import serial numbers on items into QuickBooks using Zed Axis.  You must have the Advanced Inventory switched on and the option Enable Lot or Serial Numbers selected.
 
Import serial numbers
 
Serial numbers can be imported on the following transactions types:  It is important to consider the following points when importing serial numbers into QuickBooks:
  • To assign serial numbers to existing items then use the Inventory Adjustment type transaction.
  • The quantity of the item imported needs to match the number of serial numbers, for example if you are importing three widgits on a item receipt then you should have 3 distinct serial numbers. These should be in the same field and separated by a comma or a space.
  • New serial numbers can only be imported on transaction types that receipt items into inventory in QuickBooks, so this is Item Receipts, Checks and Credit Card Charges
  • Existing serial numbers can only be imported on transaction types that draw down items from inventory in QuickBooks, so this is Sales Orders, Invoices, Credit Memos and Inventory Adjustments
Article ID: 193, , Modified: 4/2/2014 at 6:36 AM

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