Import vouchers into QuickBooks POS

Overview of importing vouchers into QuickBooks Point of Sale

In QuickBooks Point of Sale there are two types of vouchers, receiving vouchers are used to record the receipt of items into inventory when a shipment arrives from a vendor, and the other is a return voucher that records the return of items previously received into inventory such as damaged or over supplied goods, this reduces the inventory level.

With Zed Axis you can import receiving and return vouchers into QuickBooks Point of Sale from text and Excel files.

Steps to import vouchers

Follow these steps to import:

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 vouchers directly in QuickBooks Point of Sale

More help?

You can specify what type you wish to import in the Voucher Type field. Download a sample

Voucher sample template

Watch a demonstration of importing vouchers into QuickBooks POS

Where the fields appear into QuickBooks Point of Sale

Description of the fields on a voucher you can import:

QuickBooks POS Field	Format	Description
Associate	Str 40	The employee making the voucher transaction
Comment	Str 2000	A description of the voucher
Discount	Amt	The amount of discount available on the transaction
Discount Percent	Float	The percentage discount available on the transaction
Fee	Amt	Fee for the voucher (ie special handling)
Freight	Amt	Price charged by the shipping carrier
Invoice Date	Date	The date shown on the voucher
Invoice Number	Str	Mandatory Reference number for the voucher
Payee List ID	Str	The name of the vendor
Purchase Order Number	Str	The purchase order number to link the voucher too
QuickBooks Flag	Enum	Whether the transaction has been posted to QuickBooks (values: NOT POSTED, COMPLETE, ERROR)
Store Number	Int	The store number for the voucher ( ie 1-10) only when using Multistore POS
Terms Discount	Float	The discount percentage
Terms Discount Days	Int	Number of days prior to due date to receive the discount
Terms Net Days	Int	Vendors payment date
Txn Date	Date	Date of the transaction
Txn State	Enum	Indicates if the transaction is complete or held (values: Normal, Held)
Vendor Name	Str	Mandatory The name of the vendor
Voucher Type	Enum	The type of the voucher (values: Receiving or Return)
Workstation	Int	The number of the workstation the voucher was made
ALU	Str20	Alternate Lookup for the item
Attribute	Str12	Field used to describe the attribute (ie color, pattern, material)
Cost	Amt	Cost of the item
Item Name	Str	Mandatory Name of the item
Item Inventory Department	Str	Mandatory Department for item (only used if a unmatched Item needs to be created) use a constant value of System as default value
Desc 2	Str	Secondary description for the item
Extended Cost	Amt	Extended amount of the line item ie Quantity x Cost
Qty received	Quan	Quantity of the item received or returned
Size	Str 12	Size of the item
Unit Of Measure	Str 20	Unit of measure for the item
UPC	Str 18	Items unique UPC/EAN/ISBN identifier

Article ID: 249, Created: 7/9/2014 at 7:14 AM, Modified: 11/17/2022 at 4:20 AM