How to import sales receipts into QuickBooks Online using Axis Online


Follow these steps to import sales receipts in batch into QuickBooks Online US Edition using the Axis Online product

Follow these steps

  1. Click on the Create button to start a new Axe and enter the name of the Axe
  2. Step One – Select File Upload and browse to the file that contains the sales receipts that you want to upload into QuickBooks Online
  3. Step Two – Select the Event as a File upload and when that occurs create an sales receipts, and then next
  4. Step Three – Mapping the fields on a sales receipt to the columns in your uploaded file
  Hints for mapping
  • You will need to map at a minimum the Mandatory fields that are highlighted with an Exclamation icon
  • If you do not have the data to map then you can use a Constant value as shown in the mapping or use a function to translate or transform your data
  • You also have the option to select the option to use Auto-numbering and whether to Skip or Overwrite if the transaction already exists.
  • Select the option to set the Item settings in case you need Axis to create Items that are not already matched.
  • Once you have finished click the Save mapping and then Next
Step 4 – Lets test it and save it -

QuickBooks Online FieldFormatDescription
DocNumberStr 21MANDATORY FIELD - Invoice Reference number, duplicate DocNumbers are accepted in QuickBooks, see also Auto Numbering
Custom Field Name (1..3)StrThe name or label for the custom field, more here
Custom Field Value (1..3)StrThe value for the custom field, more here
Txn DatedateThe date of the invoice, If you leave TxnDate out the mapping, the current date in QuickBooks Online will be used.
Department NameStrName of the department
Private NoteStr 4000User entered, organization-private note about the transaction. This note will not appear on the transaction records by default.
Customer Ref Display Name

Full name of the customer or job
Customer Memo
Chars 1000
User entered message appears on the printed invoice
Line DescriptionStr 4000A descriptive text field for the Item
Line AmountNum 10.5MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price
Line Sales Item Ref MANDATORY FIELD - The name of the item sold (can be service, inventory, non-inventory or bundle type items)
SKU The SKU identifier of the item sold, used as an alternative see SKU Lookup
Line Sales Item Class Class for the line item
Line Sales Item Unit PriceDecimalUnit price of the item
Line Sales Item QtyDecimalNumber of items sold
Line Sales Item TaxCode Tax code used for the item (for US versions should be with TAX or NON) more here on importing Tax
Line Sales Item ServiceDateDateDate that the service was performed
Line Discount Amount The amount of the discount
Line Discount Percent BasedBooleanTrue if discount is a percent, False if based on amount
Line Discount Percent Percentage by which amount due is discounted for 8.5% use 8.5
Line Discount Account Account used to track discounts
Txn Tax Code Name Reference to the transaction tax code
Tax Percent Based True - sale tax as a percentage, False - sales tax as an amount
Tax Percent Percentage of the tax line ie 8.5% use 8.5


Bill Addr1.. etc Billing Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
Ship Addr1.. etc Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information
Sales Terms Reference to the terms for the sale
Due Date Date payment is due if not provided defaults to Sales Terms date
Allow Online ACH PaymentBoolSpecifies if this invoice can be paid with online bank transfer (Free bank transfer)  (values: true or false)
Allow Online Credit Card PaymentBoolSpecifies if this invoice can be paid with online credit card payments (cards)  (value: true or false)
Global Tax Calculation Method to which tax is applied (only Non-US editions) - TaxExcluded, TaxInclusive or NotApplicable more about Non-US editions and tax
Ship Method Method of shipment used
Ship DateDateDate the transaction was shipped
Tracking NumStrShipping providers tracking number
Apply Tax After DiscountEnumWhether to calculate sales tax before or after discount (values true or false)
Currency RefStrReference to the currency (ie USD, AUD, GBP) used on the invoice, use only if Multi-currency is enabled, by default it is the Home currency. More here
ExchangeRateStrThe currency exchange rate to be used on the transaction if specifying a Currency other than the Home Currency, set as number of currency units equal to one home currency unit.
Print StatusEnumPrinting status of the invoice - NotSet, NeedToPrint, PrintComplete
Email Status Email status for the invoice - NotSet, NeedToSend, EmailSent, SendNow more here on how to send automatically
Bill Email Email address where the invoice is sent
Bill Email Cc CC Email address where the invoice is sent
Bill Email Bcc BCC Email address where the invoice is sent
Shipping Amount charged for shipping appears on footer of invoice
Shipping Tax Code Tax code to be applied to the shipping charge
Deposit To Account Bank account where the payment money is deposited, if not specified defaults to Undeposited Funds
Deposit Amount deposited
Allow IPN PaymentboolSet whether the invoice can be paid using the Intuit Payment Network, values true or false (this field has been deprecated)