Import discount items into QuickBooks

Overview of importing discount items

In QuickBooks Desktop a discount item is used to record percentage or fixed amounts subtracted from the total or subtotal. You can import discount items from Excel or text files into QuickBooks desktop using the Zed Axis import utility.

Follow these steps

Open your QuickBooks company file as Administrator and open Zed Axis
Connect Zed Axis to your company file
Browse to the file that contains the Discount Items
Set up a new mapping for the columns in your import file and the corresponding fields in QuickBooks
Click Import and your discount items will be imported directly into QuickBooks company file.

More help?

Below is a detailed description of all the fields that you can import on a discount item and also a template you can use to arrange your import data. Sample Discount Item Template

Where the fields appear in QuickBooks Desktop

Detailed description of the fields you can map

QuickBooks field	Type	Description
Name	Str 31	Name of the discount Item not including the Parent
Bar Code Value	Str 50	Bar code for the item
Is Active	Bool	Whether the item is active or not (true or false)
Class Ref Full Name	Str 159	Class or category for the item (must match class list)
Parent Full Name	Str	Parent name for the item if the Item is a sub item
Item Desc	Str 4095	Description for the item used on sales forms
Sales Tax Code Full Name	Str 3	Indicates if the item is Taxable (NON or TAX for US editions) Tax code for other countries
Discount Rate	Price	Discount rate in a dollar rate ie 5 for a discount of $5
Discount Rate Percent	Percent	Discount percentage for the item ie 20 for 20% discount
Account Full Name	Str 159	Full Account name for the item to be recorded against ie Cost of Goods Sold

Article ID: 313, Created: 5/3/2019 at 6:29 AM, Modified: 9/4/2020 at 6:44 AM