Video

Difficult to hear your voice through the music.

This is also an option in QuickBooks enterprise under "Company" then "Batch Transactions"

hello, good morning! i couldn't find this option in my QB. does it have another name?

Hi Steve, I prepared a file to enter Credit card charges into QB Desktop Enterprise Solution 21.0 & i have copied the data from Excel & Past it into QB Desktop Date column but everything gets pasted into Date Column & Not like you showed in the video, even though i prepared all the columns as per QB....I am using QB as Admin. Would it be possible for you to let me know what am i doing wrong ? Thank you

Is Zed-Axis software a per company file connection or could I use it for multiple companies?

Great Video. Which version of QB online were you using in this video. At 1:08 min frame, the time activity has a Cost (/hr) field which is not available in the some version of QB Online. I am in need of that field because my contractor are on variable hourly payrate. Thank you

Apologies, but what do you mean by “messages per month”? Does it mean you can do up to 100 uploads per month on the free100 option? Thanks

Thank you for a great video! Where do I download Zed axis from and how much does it cost?

Does this work with qb '24 enterprise?

Thanks for the demo. Can this be done with the period closing dates enabled? Or do I need to remove it to complete?

How to import bank statements into QB online using Zed axis online

Hi how do I delete the adjustments

9:59 What is the name of the utility? is it available to purchase?

Can I import 6 months of payroll into QB?

Where do you define the payment method in the mapping table: Cash / Credit Card etc

Is it possible to export attachments from QB desktop ?

My batch entries are coming in at $0 amounts

Can i batch edit sales receipts in QuickBooks desktop?

Hi Steve, just checking in to see if you can teach me how to use the auto-population feature in QB, wherein I will just upload the bill document and it will automatically populated. Thank you

Hi Steve! We made a backup on Excel of the data from our old accounting system to eventually go to QB. In the file, we noticed that points were added after all our product numbers. How to get rid of these points so as not to cause problems in our management. Thanks!

Hello. How can I get the template

I'm too old for this but I am going to try to import from iSolved

hey @steve batten, zed axis customer here. with quickbooks pos ending 10/03/23, any advice on replacement software? i am considering continuing to use it and finding a new payment provider. if i do keep it, wondering if there is a way to import PO or Vouchers with msrp, regular prices and overwriting existing items(price changes)?

cannot import invoices linking to sales order; your software is very very highly confusing

Is there a way to bring customer job column into reclassify transactions?

Steve- Is there a function in QB desktop that I can import orders on a Spreadsheet into sales orders? I have a client that has 400 orders with styles, price, size color and the individuals name and I need to send it over to QB and generate a sales order for each of the individual orders with the items for each in the designated sales order.

Trying to see how this would be used for EDI integration, for example I am looking for middleware that would 1. Import Orders exactly how you demonstrated. 2. Export Shipments from the QB Ship Record and export invoices. Additionally to do all of the above in an automated fashion. Our system can deliver the files to the expected import folder preformatted to match the map you create.

Hello Steve, How do i upload a whole excel worksheet of expenses to quickbooks desktop premier account?

Hello sir, can you guide me on installation of quickbooks pos 2019 on multiple pc devices

Hi Mr. Batten, really great work on this video and editing/importing the iif file all together. I am getting an ; [ERROR] QNTY column is repeated or empty in the header [15113] after importing a purchase order iif file. Could you help me troubleshoot this?

I wonder if you can help me with this problem. A client of mine wants to export 10+ years of data from Quickbooks Desktop into Quickbooks Online. The new 3rd party Quickbooks uses for this (MoveMyBooks) will only move 2 years of data free of charge and charges a lot for every further year you want to export/import. Can I use Zed Axis to do this?

Great Video Steve! Thanks

I have QB 2022 pro plus for windows desktop and I don't have this feature under Company, as a matter of fact, I don't have even this extensive dropdown like you showing.

i wish youtube had 3x speed

Can you batch edit the invoice number assigned to the correct invoice number sequence?

I downloaded a whole year checkbook activity from my bank of America in an excel file. I am a novice, and I use Quickbooks Desktop Pro 2021. How can I load this excel file into my QB bank account? Please help. I can get 2018 QB Enterprise if you think it is easier to do? Please suggest

Is Zed Axis available to Xero in Australia?

Sir, Have you any software to transfer the batch invoices with multiple items from excel to quickbooks desktop?

Thanks Sir 👍 after expire Zedaxis what to do

Hi, would this work the same as an export? Ie Company 1 exports recurring transaction list, then import into Company 2 QuickBooks online account? Company 2 has the customers list from Company 1.

Great tip but just wanted to share that it does not work if you are copying from the web version of Excel. For some reason everything gets jammed into a single cell in the batch transactions.

How to import enter sale receipt ?

Always good to insert an error handling 10 or 15 seconds in a video like this. In your video it just works. In my real life I get "Unable to Create Service please try again". If you know anything why that might happen would be great to include a comment. I have installed the axis database and I have created a mapping (Vendor import) successfully from Excel. I followed each step on this video but when I click "add" at 2:35 it just gives me.. "Unable to Create Service please try again". I am at a loss what I have done wrong. MySQL is installed (albeit version 8 but will cooperate with software designed for version 5). The ODBC connector for MySQL is installed. Axis Database puts out message "MySQL and ODBC drivers installed successfully" so I assume that is installed correctly. I am the only user on Zed Axis so I am assuming I have all the right admin level access. I will contact Zed Axis support team :-( :-(.

Apologies for message invasion. One other recommendation is for our reassurance have a class field in the Sales Order Excel document you are demo'ing the uplaod. This will obviously be a text cell with Class:Subclass formula - just knowing that can be applied with the upload is very important to us too. The Class feature and its ability for P&L by business areas is a huge and almost the only reason to choose QBDT - hence everybody will be using the Class feature and all transactions should be Class registered (even if the registration is applying the class "No Class"). The Excel will have the class written exactly correctly in the cell so this has to apply itself to the right class upon upload. Otherwise it will fail.

[[My preference and objectve here is for Order Entry team to create orders in Excel and "submit" button. The "submit" then creates the orders in QBDT]]

Thanks Steve. Similar to Nick: 1. If the customer does not yet exist in QBDT will it create the customer in QBDT? (all the customer details WILL be in the Sales Order info). Separately: Does the mapping created then apply to all following Sales Order submissions? Perhaps your video could have demo'd the "next" Sales Order after the mapping is done - demonstrating that now a correctly created Excel can now be simply (or automatically?) loaded thru Zed Axis.

Is it possible to upload attachment into sales receipt and cheque, I tested but error occurred. Besides is it possible to upload the file directly from Dropbox. Thanks for sharing the video

and after adding new custom fields and column mapping them do the fields stay there for all future uploads?? so then we can upload Excel with the custom fields in the doc and Zed Axis recognise and map them in future to upload them seamlessly into QBDT?? or do we have to go thru this every time we upload a excel doc with custom fields?? Additionally most people have multiple custom fields so would be great to know if there was a way of doing this all in one go or if we have to thru each custom field (not too painful). If we have to go thru this for every upload that involves custom fields - its game over, as the automation aspect of Zed will be wiped out - hope its good news.. 🙂

I am trying to batch edit but when I go to "Company" menu, there is no "accounting tools" option. I am using QB Desktop for Mac 2022. Can you help me out? I am trying to change the account for about 100 transactions and don't want to go through and do it individually.

hi STeve, Nice video. How about if the items are not yet created in Quickbooks Online / Desktop. When you import from Excel using the mapping, will it create the new items in Quickbooks automatically? I ask because sometimes there are 100 different items from Excel on one single order that needs to be imported