Zed Axis 10.0 Full Description
Zed Axis is the best way to import transaction data into QuickBooks, it will save you hours in data entry and reduce costly mistakes. Import invoices, sales receipts, sales orders, receive payments, credit memos, bills, checks, credit card payments, journals, timesheets from spreadsheets or text files directly into your QuickBooks company file. Open your file that you want to import, setup the mapping of columns in your file to the corresponding QuickBooks fields and sit back as Zed Axis imports thousands of rows of data which would have taken many hours by hand.
Import Module - Saves you hours in entering transactions into QuickBooks
Supports a wide range of import file formats - your import data can be Microsoft Excel (2007 or earlier) format, a text file (CSV and Tab), or a XML file.
Supports the full range of transaction types - if you need to import transaction data into QuickBooks then you can choose from the extensive list of transaction types including: Invoices, Sales Receipts, Sales Orders, Estimates, Credit Memo/Adjustment Notes, Receive Payments, Deposits, Purchase orders, Inventory adjustments, Bills, Vendor credits, Bill Payment - cheque, Bill Payment - credit card, Time Entries , Supplier Credits, Cheques, Credit Card Charges, Credit Card Credits, Journal Entries and Price Level lists.
Supports a wide range of fields - we have access to the full set of fields available when importing transaction data into QuickBooks. If you can't find the field you need then let us know and we will add it.
Intelligently creates items, customers, jobs, or employees if they are not in QuickBooks - if Axis finds that a customer, vendor, item or employee is not yet set up in QuickBooks it will create it for you during the import saving you even more time.
Set up a constant – you have the option to select a constant value like a date or a class that can be applied to all transactions. Just specify the constant in the mapping and it will be added for all the transactions that are included in that import. You can even save the constant as part of the saved mappings options.
Preview your data before you import it into QuickBooks - before you commit your import to QuickBooks you can preview the transactions and edit those if you need to.
Powerful data validation - finally Axis will check your data before importing into QuickBooks to ensure that it is in the format that QuickBooks can accept, if it finds an error it gives you the chance to correct it and reattempt the import.
Clear and concise error reporting and handling - with the error reporting feature you open a log file to examine the issue that is causing the problem and the data row that was rejected so that you can reattempt the import using only the data that was rejected.
Convert amounts from including tax to excluding tax – if you have QuickBooks and have been using the Australian or UK versions of QuickBooks and been unable to import data where amounts are including tax now Axis will automatically convert those to excluding tax before import.
Import transactions into MYOB – If you use MYOB Accounting software you can now import, orders, quotes and invoices from text files or spreadsheets into MYOB. Create customer and item records if they don’t already exist in MYOB
Retain import settings - To save you time and make importing even easier your import settings are preserved the next time you open Zed Axis. It will remember the location of the file you were importing, the mapping you were using and any other setting that you selected.
Option to check if transaction already exists - You can set an option in the importing options so that if the transaction already exists in it will either, duplicate it, skip it or replace it. More powerful ways of importing data into QuickBooks and MYOB
Serial & Lot Numbers
eCom fields on bills and checks
Extended fields for QuickBooks Online
Improved csv file support
Connect to Xero and import customer invoices, supplier invoices, spend money, receive money, journals, contacts and items
Bank Statement match to QuickBooks transactions
Speed improvements, quicker imports and list updates
Bank statement preview screens, interactive grids
[ Zed Axis full changelog
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