Import sales orders into QuickBooks POS

Follow the steps in this article to import Sales Orders (Layaway, Work Orders or Web Orders) in batch from Excel or text files into QuickBooks Point of Sale using Zed Axis.

Open your QuickBooks Point of Sale company file and connect Zed Axis to it
Click on the Import tab and browse to the location of the Excel or text file that you wish to import
Add a mapping and map the columns in your import file to the corresponding fields in QuickBooks Point of Sale
Click import and Zed Axis will create the sales orders directly in QuickBooks Point of Sale

Sample Sales Order template

Items to consider when mapping Sales Orders

You can map either Discount (Amount) or Discount Percent not both
You can map either Sales Discount (Amount) or Sales Discount Percent not both
You can map either Sales Discount field or a Sales Price field not both
You map either Sales Price or Sales Extended Price but not both

Description of the fields on a sales order you can import:

QuickBooks POS Field	Format	Description
Associate	Str 40	The employee making the sales order
Cashier	Str 16	Name of the employee taking the sale
Instructions	Str 2000	Description of the transaction
Customer Full Name	Str	Mandatory The Full Name of the Customer
Discount	Amt	The amount of discount available on the transaction
Discount Percent	Float	The percentage discount available on the transaction
Price Level Number	Enum	Number of the price level to apply to the transaction ie 1,2,3,4 etc
Promo Code	Str 10	Special sale and promo code
Sales Order Number	Str	Reference number for the sales order
Sales Order Status Desc	Str	Status of the order (ie OPEN, CLOSED or a custom status set in company preferences)
Sales Order Type	Enum	Type of sales order (possible values SalesOrder, Layaway, WorkOrder, WebOrder)
Ship Date	Date	The date the sale shipped
Tax Category	Str 20	Tax Location for the sale (refers to the Tax Location list in QB POS)
Txn Date	Date	Date of the sales order
Ship Address....		Shipping address details (see more here)
Sales ALU	Str 20	Item alternate lookup code, to match using this field please select the option in the more options settings
Sales Associate	Str 40	The employee making the line sale
Sales Attribute	Str 12	Item characteristic i.e. color, pattern, material etc..
Sales Commission	Amt	Commission amount for the item
Item Name	Str	Mandatory Name of the item
Item Inventory Department	Str	Department for item
Sales Desc2	Str	Secondary description for the item
Sales Discount	Amt	Amount of discount to the line
Sales Discount Percent	Float	Percentage discount for the line
Sales Discount Type	Str 32	Reason for the discount
Sales Extended Price	Amt	Extended amount of the line item ie Quanity x Price
Sales Price	Amt	Sale price of the item
Sales Quantity	Quan	Quantity of the item sold
Sales Serial Number	Str 25	Serial number of the item sold
Sales Size	Str 12	Size of the item
Sales Tax Code	Str	Tax location for the item
Sales Unit Of Measure	Str 20	Unit of measure for the item
Sales UPC	Str 18	Items unique UPC/EAN/ISBN identifier

Article ID: 246, Created: 7/9/2014 at 7:10 AM, Modified: 5/1/2020 at 5:22 AM

Import sales orders into QuickBooks POS

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