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

Import sales order into QBPOS

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 FieldFormatDescription
AssociateStr 40The employee making the sales order
CashierStr 16Name of the employee taking the sale
InstructionsStr 2000Description of the transaction
Customer Full NameStrMandatory The Full Name of the Customer
DiscountAmtThe amount of discount available on the transaction
Discount PercentFloatThe percentage discount available on the transaction
Price Level NumberEnumNumber of the price level to apply to the transaction ie 1,2,3,4 etc
Promo CodeStr 10Special sale and promo code
Sales Order NumberStrReference number for the sales order
Sales Order Status DescStrStatus of the order (ie OPEN, CLOSED or a custom status set in company preferences)
Sales Order TypeEnumType of sales order  (possible values SalesOrder, Layaway, WorkOrder, WebOrder)
Ship DateDateThe date the sale shipped
Tax CategoryStr 20Tax Location for the sale (refers to the Tax Location list in QB POS)
Txn DateDateDate of the sales order
Ship Address.... Shipping address details (see more here)
Sales ALUStr 20Item alternate lookup code, to match using this field please select the option in the more options settings
Sales AssociateStr 40The employee making the line sale
Sales AttributeStr 12Item characteristic i.e. color, pattern, material etc..
Sales CommissionAmtCommission amount for the item
Item NameStrMandatory Name of the item
Item Inventory DepartmentStrMandatory Department for item (only used if a unmatched Item needs to be created) use a constant value of System as default value
Sales Desc2StrSecondary description for the item
Sales DiscountAmtAmount of discount to the line
Sales Discount PercentFloatPercentage discount for the line
Sales Discount TypeStr 32Reason for the discount
Sales Extended PriceAmtExtended amount of the line item ie Quanity x Price
Sales PriceAmtSale price of the item
Sales QuantityQuanQuantity of the item sold
Sales Serial NumberStr 25Serial number of the item sold
Sales SizeStr 12Size of the item
Sales Tax CodeStrTax location for the item
Sales Unit Of MeasureStr 20Unit of measure for the item
Sales UPCStr 18Items unique UPC/EAN/ISBN identifier