Import lot numbers into QuickBooks

It is possible in the Advanced Inventory part of QuickBooks Enterprise to import lot numbers on items into QuickBooks using Zed Axis. In order to import lot numbers you need to have Lot numbers enabled in the QuickBooks company preferences under the Advanced Inventory Settings.

Once this feature is set up then entering the lot numbers and expiration dates has to be done for new items either via Invoices, Bills, Item Receipts or Sales Orders.  To add lot numbers and expiration dates to existing inventory items you will need to do that via an Inventory Adjustment see more here.  These processes are done item by item but if you are looking for a way to do that in batch by importing this data from text or Excel files then Zed Axis can do that for you.

Lot numbers can be imported on the following transactions types:

• Item Receipts
• Bills
• Checks
• Vendor credits
• Credit Card Charge
• Sales Orders
• Invoice
• Credit Memo
• Inventory Adjustment

When importing lot numbers it is important to consider the following:

• You can only enter one lot number per line, if you need to have multiple lots you will need to import multiple lines
• New lot numbers can only be imported on transaction types that receipt items into inventory in QuickBooks, so this is Item Receipts, Bills, Checks and Credit Card Charges
• Existing lot 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