How to upload attachments in batch to QuickBooks Online using Axis Online


In QuickBooks Online you can attach documents or files to your Customer, Items or transactions like Invoices, Bills, journal entries.  With Axis Online it is possible to upload those in batch using information held in an Excel or text file.

You will need to lay out the details of the attachment in a flat file format with the following columns
File PathNoteEntity TypeDoc NumberFull Name
C:\Users\Public\Documents\MyAttachment1.pdfPicture of the red widgetInvoice1001
C:\Users\Public\Documents\MyAttachment2.jpgPicture of the green widgetBill38789
Customer contractCustomer
Item product shotItem
Red Widgit

The following steps to import attachments

  1. Click Create to start a new Axe and give it a name
  2. Select the option for File Upload and Browse to the file that contains the details about the attachments you want to upload
  3. Step 3 Map the fields between the columns in your import file and the corresponding fields in QuickBooks Online
  4. Step 3 Click the Upload attachments button and select the files that you want upload and batch upload those to Axis Online
  5. Step 5 Preview the details and click import to start the import process