How to import payment items into QuickBooks desktop

Overview of importing payment items

In QuickBooks Desktop payment items are used to track partial payments like deposits made on invoices. Using Zed Axis you can import payment items from text files or from Excel spreadsheets directly into QuickBooks.

Steps to import payment items

Download and install the Zed Axis software on your computer. Then follow these steps

Open your QuickBooks company file as Administrator and open Zed Axis
Select your text file or spreadsheet which contains the payment items that you want to import.
Set up the a Mapping of the columns in your payment items import file to the corresponding fields in QuickBooks
Click Import and your inventory items will be directly added to your QuickBooks company file.

Where the fields appear in QuickBooks

Detailed description of what fields you can map

QuickBooks field	Type	Description
Name	Str 31	Mandatory: Name of the payment item
Bar Code Value	Str 50	Bar Code to use for the payment item
Is Active	Bool	Whether the item is active or not (True or False)
Class Ref Full Name	Str 159	Full Name of the class or category
Item Desc	Str 4095	Description for the payment item
Deposit To Account Full Name	Str 159	Bank account to deposit the payment too
Payment Method Full Name	Str 31	The payment method used

Article ID: 315, Created: 5/14/2019 at 4:33 AM, Modified: 9/8/2020 at 4:10 AM

How to import payment items into QuickBooks desktop

Overview of importing payment items

Steps to import payment items

Where the fields appear in QuickBooks

Detailed description of what fields you can map

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