How to automate imports into QuickBooks Online & Desktop

Summary

If you import text, Excel, or IIF files into QuickBooks Online or Desktop and need to streamline the process, reducing manual input, consider subscribing to the Axis Automate module. This powerful customisable feature enables intelligent data capture and background processing, optimising the import workflow.

Benefits of Import Automation

Your business benefits from:

Time Savings: Minimises the need for repetitive tasks during the importing process.
Timeliness: Operates in the background as soon as the data file is generated, ensuring efficient and timely execution.

Before you get started

Get your data ready in the format that Axis can accept
Set up a folder which Axis will monitor for new files
Set the rules criteria for Axis to recognise the file and how to process it into QuickBooks Online with preconfigured mappings and settings.

How to Automate Data Delivery

By configuring a monitored folder, you can deliver the data to a location accessible to Axis, which can subsequently retrieve the file. This can be achieved through an FTP process or a scheduled export routine from another application. Read more on setting up a monitor service.

How to Automate Data Processing

Once the data has been captured in the background by the monitor service, you can configure a rule to determine how the file is to be imported into QuickBooks. This includes specifying the type of transaction or list you would like to import, as well as how the data in the import file maps to the fields in QuickBooks. These settings are customisable to your specific file format and setup. For more information on setting up the rules.

Article ID: 397, Created: 7/31/2025 at 6:10 AM, Modified: 7/31/2025 at 6:24 AM