Import build assemblies into QuickBooks

You can import build assemblies from text, Excel and IIF files directly into QuickBooks using Zed Axis.  Please follow these steps:

  1. Open your QuickBooks company file and connect Zed Axis.
  2. Select the import tab and browse to the file that contains the build assembly data
  3. Create a new map between the columns in your import file and the QuickBooks fields
  4. Click the import button and your build assemblies will be directly imported into QuickBooks.
 
 
Import Build Assemblies into QuickBooks
 
QuickBooks FieldFormatDescription
Item Inventory Assembly Refstr 159 The name of the Inventory Assembly item (matches Assembly item in QuickBooks)
Inventory Site Refstr 31Inventory site for the Built assembly
Inventory Site Location Refstr 31Inventory site bin location for the built assembly
Serial Numberstr 4095The serial number of the assembly item
Lot Numberstr 40The lot number of the assembly item
Txn DateDateDate of the assembly build
Ref Numberstr 11Reference number for the assembly build
Memostr 4095Additional information
Quantity to BuildQuanThe number of assemblies to be built, if there are insufficient component items available the build will fail
Mark Pending If RequiredboolWhether the build assembly is to be marked as pending, (true) use if there are insufficient quantities on hand of component items
 

Feedback

Add Feedback
I downloaded the Zed Axis 12.1 and am interested in purchasing it. I cannot get the mapping to allow more than one Inventory Line Item on my mapping. My assemblies will have multiple line items per assembly. How can I get multiple inventory Line Items per mapping?
Matt Lebold (March 27, 2018 at 1:22 AM)
Hi Matt, the components are set on the Item Inventory Assembly if you need to change what components are on the assembly then you need to modify the Item Inventory Assembly not the Build Assembly.
Steve (August 28, 2018 at 12:12 AM)

Add Feedback