Import inventory quantity adjustments into QuickBooks POS

Follow these steps to import inventory quantity adjustments into QuickBooks POS.
 
  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 inventory items quantity adjustments directly in QuickBooks Point of Sale
 

 
 
QuickBooks POS FieldFormatDescription
AssociateStr 40The employee making the adjustment transaction
CommentsStr 2000Description of the transaction
Inventory Adjustment SourceEnumHow the adjustment was made. Values Manual, PhysicalInventory, Assembly
QuickBooks FlagEnumStatus of export to QB Desktop. Values NotPosted, Completed, Error, UnbilledPurchases
ReasonStr 8Reason for the adjustment; Reasons - Cycle Count (Cycl Cnt), Vendor Change (Vend Chg), Price Line (Prc Line), End of Season (Seas End), Annual (Annual), Shrinkage (Shrink), Stolen (Stolen), Damaged (Damaged), New Item (New Item)
Store NumberIntThe store number (1 - 10 stores)
Ref NumberStrA reference number for the quantity adjustment used by Axis to group rows together on the same Quantity Adjustment does not appear in the QB POS user interface
Txn DateDateDate of the Inventory Adjustment
Txn StateEnumWhether the adjustment is complete or held  Values - Normal, Held
WorkstationIntWorkstation from where the transaction was posted
Item NameStrName of the inventory item
Item Inventory DepartmentStrDepartment for the inventory item
New QuantityQuanThe new quantity for the inventory item
Serial NumberStr 25The inventory items serial number
Unit of MeasureStr 20The single or base unit for the item, adjustments are alway made against the base unit

Feedback

All our inventory items are defined as UPC code or ALU code in QB POS.
Will I be able to have one of these codes as the lookup criteria for identifying which inventory item is to be adjusted?

Susan St Clair (11/11/2021 at 6:45 PM)