Import custom field lists into QuickBooks Online

Overview

In QuickBooks Online (Plus and Advanced), custom fields are data fields or data extensions that can be attached to lists such as Customers (Vendor and Items we expect to be added by Intuit soon). These can be used to track non-standard data, such as customer classifications or special groupings. Custom field values for Customers records can be imported in batch from text or Excel files using Zed Axis.

Follow these steps to import Custom Field lists

Open Zed Axis and connect to the QuickBooks Online company file
Click the Import tab and browse to the file that contains the list of names and custom fields values you want to import
Select the option to create a new mapping and the data type as Custom Fields and map the columns in your import file to the corresponding fields in QuickBooks Online
Click the Import button and your Custom field data will be imported in batch for Customers and Vendors

Fields that you can map to

QuickBooks Field	Format	Description
Fully Qualified Name	Str	Mandatory: Full name of the Customer or Vendor that you want the Custom Field to be updated to.
List Type	Enum	Mandatory: The name type of Customer (Vendor and Item not yet supported by Intuit but we expect they will add these)
Custom Field Name	Str	Mandatory: The Custom field name or label (ie Color or Category etc...)
Custom Field Value	Str	Mandatory: The Custom field value to be added. (ie Blue or Loyal Customer etc....)

More help

Watch a demonstration of how to import custom field lists into QuickBooks Online

Troubleshooting common errors

Article ID: 401, Created: 3/26/2026 at 11:41 PM, Modified: 3/27/2026 at 3:53 AM