How to upload attachments in batch to QuickBooks Online

You can upload attachments in batch to QuickBooks Online using Zed Axis.  Follow these steps:

  1. Open Zed Axis and connect to your QuickBooks Online
  2. Browse to the file that contains the list of attachments and transactions or list items that you want to batch upload into QuickBooks Online
  3. Create a mapping in Zed Axis for the columns in your import file to the corresponding fields in QuickBooks Online
  4. Click Import and Zed Axis will batch upload the attachments into QuickBooks Online.

Attachment size must not exceed 25 mb and must be a standard file type like (doc, docx, csv, gif, jpeg, jpg, ods, pdf, png, rtf, tif, txt, xls, xlsx)

Attachment to an QBO ItemItem attachment
QuickBooks Online AttachmentInvoice attachment

QuickBooks Online fieldTypeDescription
File PathStr 1000The file path and file name of the attachment that will be uploaded to QuickBooks Online (for example C:\Users\Public\Documents\MyAttachment.pdf )
Attachment NoteStr 2000Note for the attachment or can be a standalone note for the transaction or list entity
Entity TypeEnumThe type of transaction or list that the attachment is to be attached to (possible values invoice, bill, item, customer )
Doc NumberStrThe Doc Number of the transaction that the attachment is to be attached to (not applicable if attaching to an Item or Customer)
Full NameStr The Fully Qualified Name of the Customer or Item that the attachment is to be attached to (not applicable if attaching to a transaction)


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