Import Other Charge items into QuickBooks desktop

If you need to import Other Charge Items into QuickBooks desktop from text or Excel files then that is possible using Zed Axis.  Follow these steps to import:
  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Connect Zed Axis to your company file
  3. Browse to the file that contains the Other Charge Items
  4. Set up a new mapping for the columns in your import file and the corresponding fields in QuickBooks
  5. Click Import and your other charge items will be imported directly into QuickBooks company file.

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.


QuickBooks fieldTypeDescription
NameStr 31Name for the Other Charge item not including Parent
BarcodeValueStr 50Barcode value for the item
IsActiveBoolWhether the item is active or not (true of false)
ClassRefFullNameStr 159Full class or category name for the item
ParentFullNameStrFull name of the parent item if item is sub type
IsTaxIncludedBoolWhether tax is lncluded in the price
SalesTaxCodeFullNameStr 3Default sales tax code for the item
SalesOrPurchaseDescStr 4095Description used on the sale or purchase of the item
SalesOrPurchasePricePricePrice for the item
SalesOrPurchasePricePercent
PercentPercent charge for the item
SalesOrPurchaseAccountFullName
Str 159Full Name of the Account
SalesAndPurchaseSalesDescStr 4095Description used when selling the item
SalesAndPurchaseSalesPrice
pricePrice for the item when sold
SalesAndPurchaseIncomeAccountFullName
Str 159Income account for the item
SalesAndPurchasePurchaseDesc
Str 4095Purchase description to be used for the item
SalesAndPurchasePurchaseCost
PriceCost of the item when purchased
SalesAndPurchasePurchaseTaxCodeFullName
Str 3Tax code to be used when purchased
SalesAndPurchaseExpenseAccountFullName
Str 159Expense account to be used when purchased
SalesAndPurchasePrefVendorFullName
Str 41Name of the preferred vendor when purchasing


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