How to import classes into QuickBooks desktop

You can import classes into QuickBooks desktop from text or Excel files using Zed Axis.  Follow these steps:

  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Select your text file or spreadsheet which contains the classes that you want to import.
  3. Set up the a Mapping of the columns in your classes import file to the corresponding fields in QuickBooks
  4. Click Import and your classes will be directly added to your QuickBooks company file.
The following table describes the fields that you can map when import class lists into QuickBooks

Sample Class list.txt template

QuickBooks fieldTypeDescription
NameText 31 CharsThe name of the class, not including ancestors
Is ActiveTrue or FalseWhether the class is active or inactive (true or false)
Parent Full NameTextThe Full Name of the parent of the class if using sub classes