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pamela22
Level 2

Does Quickbooks Advanced work with Zed Axis?

Is there a way to upload journal entries from Excel into Quickbooks Advanced?
3 Comments 3
Kurt_M
Moderator

Does Quickbooks Advanced work with Zed Axis?

Hi there, @pamela22.  I've got you covered, and I'll help you out so you can import your journal entries to your QuickBooks Online (QBO) company easily and hassle free.

 

If you want to integrate Zed Axis into your account, know that you'll need to reach out to the Zed Axis support team. This way, they can help you set it up so you can start uploading data to your QBO account. We also have 3rd party apps that you can integrate to your account, so you won't have to reach out to the Zed Axis customer care team. If you wish to continue, I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Apps tab.
  3. Select Find Apps.
  4. In the search bar, type Import as your keyword.
  5. Choose an app, and then once you're ready. Click the Get app now button.

 

In addition, I've got you this article to help you manage your transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

You can also check this page to learn more about reconciling an account in QBO: Reconcile an account in QuickBooks Online.

 

@pamela22, if you need help importing data to QuickBooks. Know that our door is open 24/7, and I'll be happy to help you again. You can also post here again in case you need help performing specific tasks in QBO.

Fiat Lux - ASIA
Level 15

Does Quickbooks Advanced work with Zed Axis?

@pamela22 

Prepare your JE data with the following template

RefNumberTxnDatePrivateNoteIsAdjustmentCurrencyExchangeRateAccountLineAmountLineDescEntityClassLocation
10101/10/2020Wire TransferFALSE  Savings-50.00Credit Savings   
10101/10/2020Wire TransferFALSE  Checking50.00Debit Checking   
10201/10/2020Wire TransferFALSE  Savings200.00Debit Savings   
10201/10/2020Wire TransferFALSE  Checking-200.00Credit Checking   

 

then utilize an importer tool to proceed

https://transactionpro.grsm.io/qbo

 

Zed Axis
Level 3

Does Quickbooks Advanced work with Zed Axis?

Hi Pamela,  This is Steve from Zed Axis support.  Yes it does import journal entries into QuickBooks Advanced.  Please let me know if I can be of assistance to you we have a 30 day free trial and free live support to help you get started.

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