How to import Project lists into QuickBooks Online

Axis Online

Overview of how to import Project Lists

In QuickBooks Online, project lists are used to track specific jobs or tasks undertaken on behalf of a customer. Projects can be used to track income and costs to determine the profitability of work completed. If you have a large number of projects to add to QuickBooks Online from a text or Excel file, you can use Axis Online to import them in batch.

Steps to import project lists in batch into QuickBooks Online

  1. Login to your Axis Online account and click the button to Create a new Axe
  2. Give a name to the Axis and in Step One click the button to Upload a File that contains the list of Projects and then Save.
  3. In Step Two select the File Upload action and then in QuickBooks create a Project List and click next
  4. In Step Three map the fields in QuickBooks against the columns in your import file Save your mapping and click Next
  5. In Step Four finally review and validate the data you have mapped and click Import to import the Project List directly into your QuickBooks Online company file

Fields that you can map to


QuickBooks FieldTypeDescription
Name
The name of the project (mandatory)
AddressStreet1...3
Street address for the project
AddressCity, State, PostalCode, Country
Address fields for the project
Assignee
The user in QuickBooks assigned to the project
Client
The customer that the project is created for 
Completed By
The user who completed the project
Completed Date
Completion date for the project
Completed RateDecimalThe rate for the completion of the project 
Customer
The project for the whom the project is created
Description
Description of what the project is
Due Date
Due date for the project
Email Address
Email address for the project
External Reference

Pinned
Pinned is used to tell if a project should be shown at the top of the projects list above those that are not pinned (true or false)
Priority
The priority of the project in the range of 0-9 where 0 is the lowest and 9 is the highest priority and filter on them
Start dateDateDate that the project started
State

Type


Watch a demonstration of how to import project lists



Article ID: 402, , Modified: 4/16/2026 at 2:19 AM

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