:: Import Module - "saves you hours in entering transactions into QuickBooks" ::
Import a comprehensive range of QuickBooks transaction types - Invoices, Sales Receipts, Sales Orders, Estimates, Credit Memos, Receive Payments, Deposits, Purchase Orders, Inventory Adjustments, Bills, Vendor Credits, Bill Payment - cheque, Bill Payment - credit card, Time Entries, Cheques, Credit Card Charges, Credit Card Credits, Journal Entries and Price Level lists.
Supports a wide range of fields - we have an extensive list of QuickBooks fields available to map your data to. If you can't find the field you need then let us know and we will add it.
Intelligently creates items, customers, or jobs if they are not in QuickBooks - if a customer, vendor or item is not yet setup 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 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 - if an error does occur the error is saved to a log file so you can examine the issue that is causing the problem, identify the data row that was rejected and reattempt the import using only the data that was rejected.
Retain import settings - To save you time and make importing even easier your import settings and mappings are preserved the next time you open Zed Axis. It remembers the location of the file you were importing, the mapping you were using and any other setting that you selected.
Option to update, skip or duplicate - You can set an option so that if the transaction already exists in QuickBooks it will either, duplicate it, skip it or replace it.
Auto numbering - You can set the option to allow QuickBooks to use the next sequential transaction reference number, Axis will still group rows together according to the mapped transaction reference number but will use the next sequential reference number available in QuickBooks.
Update contact details - update the address details of the customer or supplier record in QuickBooks, meaning details are kept up to date automatically. Fields updated included full shipping and billing address, notes, phone, fax and email
In-depth help with mappings - To make setting up mappings easier you can select directly from the mapping screen a link to a detailed help article that describes in detail all the fields that you can map to, what type of data is required, as well as required fields and data formats.
:: Export Module - "makes exporting transactions from QuickBooks easier" ::
Choose from a range of export transactions types - Invoices, Sales Receipts, Credit Memos, Receive Payments, Bills, Bill Payment - Check, Bill Payment - Credit Card, Check, Credit Card Charges, Journal Entries, Time Entries, and Price Levels lists.
Export only transactions with an open balance – You can select to export only those transactions with an open balance by selecting the export and filtering by paid or unpaid
Select only the transactions you want - Choose to filter for date ranges, since the last export or references numbers to extract only the transactions you want.
Retain export settings - To save you time and make exporting even easier your settings are preserved the next time you open Axis. It will remember the type of data you were exporting, the filters settings and any other setting that you selected.
:: EDI Module - "adds powerful advanced ecommerce features" ::
Transfer transactions between QuickBooks files - with the export and import features you can transfer transactions between QuickBooks files, it makes sending and receiving transactions between QuickBooks files a breeze even if you are in a remote office.
Import orders from eBay - You can now download orders from eBay Selling Manager into your Axis Inbox and with one click add sales into QuickBooks. Axis is connected directly to your eBay account so no more going online to check orders are delivered directly into the Axis Inbox
Import orders from your web store* - Connect to your web store and download orders and with one click import them into QuickBooks. Orders are added directly to your Axis EDI Inbox and with one click can be imported as sales receipts directly into QuickBooks.
Automatically monitor a folder for new messages - you can set up Axis to