Import customers into QuickBooks Desktop 2022 using Zed Axis
In this demonstration I will show you how you can import customers that are in text or Excel files into QuickBooks desktop using Zed Axis. https://www.zed-systems.com/axis-impo...
You may already know that QuickBooks already has a built in Customer list import feature these are
• IIF Customer list
• Excel Template
• Add multiple Entries
But they do have some limitation like IIF needs to be single user mode, and the Excel requires a fixed template and add multiple entries takes is not that flexible
Zed Axis is a smarter and simpler way because it:
• Does not require single user mode
• Does not require a copy of Excel to be installed
• Flexibility as your data columns can be in any order, Axis creates maps that can be saved and reused and even shared with colleagues
• Power functions to translate, join or shorten data so it matches what QuickBooks requires
• Full set of fields supported including Tax Code and
• Multiple ship to addresses
• Importing Custom fields on Customer records
Lets get on the desktop and show demonstration of Zed Axis importing customer lists directly into QuickBooks Desktop.