Importing estimates into QuickBooks

You can import estimates from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software.  Download and install the Zed Axis software on your computer
  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Select your text file or spreadsheet which contains the estimates that you want to import.
  3. Set up the a Mapping of the columns in your estimates import file to the corresponding fields in QuickBooks
  4. Click Import and your estimates will be directly added to your QuickBooks company file:

For more information about importing estimates into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

Sample Estimate File

import estimates into QuickBooks


QuickBooks field Type Description
 CustomerName  Str 209 MANDATORY FIELD - Customer Full Name as appears in QuickBooks ie ACME Inc:Project 101:Job A ,colons are used as a separators. If Axis cannot find a Customer then it will create a new customer record.
Currency str The name of the currency (ie Canadian Dollar, Euro, British Pound Sterling, Australian Dollar) to be used if Axis needs to create a new Customer, do not map if not using multi currency more here
 ClassRef  Str 159  Full class name
 TemplateRef  Str 31  Refers to one of the QuickBooks templates
 TxnDate  Date  Date of the transaction
 EstimateRefNumber  Str 11  Reference number for the estimate - MANDATORY
 BillAddress......  Str  Billing address block see importing addresses
 BillNote  Str 41  Note that appears at the bottom of the billing address
 Phone  Str  Customers phone number
 Fax  Str  Customers fax number
 Email  Str  Customer email address
 ShipAddress.....  Str  Shipping address block see importing addresses
 ShipNote  Str 41  Note that appears at the bottom of the shipping address
 IsActive  Bool  Whether the estimate is active or not. (true of false)
 PONumber  Str 25  Purchase Order Number
 TermsRef  Str 31  Payment terms for the customer must match what is in the QuickBooks list
 DueDate  Date  Date the estimate is due
 SalesRep  Str 5  Abbreviated Sales Rep, must match QuickBooks
 FOB  Str 13  Free on board
 ItemSalesTaxRef  Str 31  Sales tax used for the whole estimate
 Memo  Str 4095  Memo appears on estimate not on printed form
 CustomerMsgRef  Str 101  Customer message must match list in QuickBooks
 IsToBeEmailed  Bool  Whether item is to be emailed (true or false)
 IsTaxIncluded  Bool  Whether the amount included tax or not (CA, UK AU only) (true or false)
 CustomerSalesTax  Str 3  Sales tax code for the customer
 ExchangeRate  Float  Exchange rate if using multicurrency
 ItemRef  Str  Full item code of the item being sold
 Description  Str 4095  Description of the line item being sold
 Quantity  Quan  Quantity sold
 UnitOfMeasure  Str 31  Unit of measure used
 Rate  Price  Rate or price of item sold
 LineClass  Str 159  Class used at the line level (must match QuickBooks class)
 Amount  Amt  Amount of item sold
 InventorySiteRef  Str 31  Inventory location of the item sold (must match QuickBooks list)
 SalesTaxCode  Str 3  Sales tax used for the item
 MarkupRate  Price  Amount item marked up
 MarkupRatePercent  Percent  Percentage the item is marked up
PriceLevelRefFullName Str 31 Name of the Custom Price Level to be applied to the item on the estimate
CustomField 1...3   Custom fields to appear on the estimate line, you can specify up to 3 more here
ItemGroupFullName   Name of the Group Item to import on the Estimate more here
ItemGroupQuantity   Quantity of the Group Item
ItemGroupUOM   Unit of measure of the Group Item
ItemGroupInventorySite   Site of the Group Item
InventorySiteLocationRefFullName   Full Name of the Bin location of the Group Item
ItemGroupCustomFields 1...3   Custom fields for the Group Item rows
Other1   Other 1 field used to record custom labels at line level
Other2   Other 2 field use to record custom labels at line level

Add Feedback