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
|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|