Import class lists into QuickBooks Online

**************  New in V15 **************

Overview of how to import class lists into QuickBooks Online

QuickBooks Online uses classes to categorize transactions to help business gain better insight into their business and performance, this is typically to record divisions, locations, departments etc... within a business.  With Zed Axis you can import class lists into QuickBooks Online from text, Excel and IIF files in batch making it much easier to setup complex class list that may have a multi tiered structure or what QuickBooks refers to a Parents using a colon separator ie   West Coast:California:Mountain View

Steps to import classes into QuickBooks Online using Zed Axis

  1. Open Zed Axis and connect to your QuickBooks Online company file
  2. In the import tab click Browse and select the file that contains the Class list that you want to upload into QuickBooks Online
  3. Add a new mapping to map the QuickBooks fields to the columns in your import file
  4. Click Import and Axis will import in batch the class list into QuickBooks Online company file

More help?

Download a sample class list template file

Where the fields appear in QuickBooks Online

Detailed description of where the fields appear

QuickBooks fieldFormatDescription
NameStr 100Name for the class
Parent RefStrThe parent of the class can be multiple levels
Full Qualified NameStrFull name for the class (include parents ie West Coast:California:Mountain View )
ActiveBoolWhether the class is enabled in QuickBooks (values true or false)
Sub ClassBoolWhether this class is a sub class (values true of false)