Import vendor credits into QuickBooks Online

You can import vendor credits into QuickBooks Online from Text, Excel spreadsheets or IIF files using Zed Axis.  Follow these steps:

  1. Open Zed Axis on your desktop and connect to your QuickBooks Online company file
  2. Next click on the Import tab and browse to the file that contains the Vendor credits you want to import
  3. Create a mapping between the columns in your import file and the corresponding fields in QuickBooks Online
  4. Click Import and the Vendor credits will be directly imported into QuickBooks Online


Description of the fields that you can map into QuickBooks Online

QuickBooks Online FieldFormatDescription
Doc NumberStr 21MANDATORY FIELD - Vendor credit reference number, duplicate DocNumbers are accepted in QuickBooks, see also Auto Numbering
Txn DatedateThe date of the vendor credit, If you leave TxnDate out the mapping, the current date in QuickBooks Online will be used.
Private NoteStr 4000User entered, organization-private note about the transaction. This note will not appear on the transaction records by default.
Department Ref The department of Location used to classify the Vendor credit
Line Description Description for the expense line
Line Amount Amount of the expense
Line Customer Ref Customer name associated with the expense
Line Account Class Class associated with the expense
Line Account Ref Name of the expense account
Line Account Billable Status Billable status of the expense values Billable, NotBillable, HasBeenBilled
Line Account Tax Code Tax code associated with the expense line
Vendor Ref MANDATORY FIELD - Full name of the vendor
AP Account The Accounts Payable account the purchase is credited
Sales Term Reference to the terms for the purchase
Due Date Date payment is due if not provided defaults to Sales Terms date
Global Tax Calculation Method to which tax is applied - TaxExcluded, TaxInclusive or NotApplicable
Line Item DescriptionStr 4000A descriptive text field for the Item
Line Item AmountNum 10.5MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price
Line Item Ref MANDATORY FIELD - The name of the item purchased
Line Item Class Class for the line item
Line Item QtyDecimalNumber of items ordered
Line Item Unit PriceDecimalUnit price of the item
Line Item Tax Code Tax code used for the item
Line Item Customer Customer associated with the item purchase
Line Item Billable Status Billable status of the Item line values Billable, NotBillable, HasBeenBilled

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