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

Open Zed Axis and connect to your QuickBooks Online company file
In the import tab click Browse and select the file that contains the Class list that you want to upload into QuickBooks Online
Add a new mapping to map the QuickBooks fields to the columns in your import file
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 field	Format	Description
Name	Str 100	Name for the class
Parent Ref	Str	The parent of the class can be multiple levels
Full Qualified Name	Str	Full name for the class (include parents ie West Coast:California:Mountain View )
Active	Bool	Whether the class is enabled in QuickBooks (values true or false)
Sub Class	Bool	Whether this class is a sub class (values true of false)

Article ID: 337, Created: 11/18/2020 at 1:10 AM, Modified: 2/11/2021 at 10:46 PM