You can import billing rates level list into QuickBooks from text or Excel files using Zed Axis by following these steps:
- Open Zed Axis and connect to the QuickBooks company file you want to import the billing rates level list into.
- Browse to the file that contains the billing rates lists,
- Create a mapping of the columns in your import file to the corresponding fields in QuickBooks
- Click Import and Axis will import the lists in batch into your QuickBooks desktop company file.
Below is a description of the fields that you can map when import Billing Rate level lists:
|Billing Rate Name||Str 31||Name of the billing rate as it appears in QuickBooks|
|Item Full Name||Str||Full name of the service item |
|Custom Rate||Price||The price of the item for the billing rate (do not map item uses a Percent rate)|
|Custom Rate Percent||Percent||The percent rate for the item for the billing rate (only use if the service is priced as a percent)|
|Adjust Percent||Percent||The percentage to adjust the items price (if mapped you must also map Adjust Relative To)|
|Adjust Relative To||Bool||Specifies the service item rate that AdjustPercentage is applied to. Normally, this is set to StandardRate.(values: StandardRate, CurrentCustomRate)|